VAMG
Voisard Asset Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
4,842
+84
| +2% | +$24.4K | 0.36% | 31 |
|
|
2025
Q1 | $1.17M | Sell |
4,758
-4
| -0.1% | -$981 | 0.34% | 29 |
|
|
2024
Q4 | $1.14M | Sell |
4,762
-306
| -6% | -$73.3K | 0.38% | 30 |
|
|
2024
Q3 | $1.07M | Buy |
5,068
+173
| +4% | +$36.5K | 0.45% | 21 |
|
|
2024
Q2 | $990K | Buy |
4,895
+6
| +0.1% | +$1.21K | 0.48% | 18 |
|
|
2024
Q1 | $979K | Buy |
4,889
+7
| +0.1% | +$1.4K | 0.55% | 16 |
|
|
2023
Q4 | $830K | Buy |
+4,882
| New | +$830K | 0.5% | 18 |
|