VFA
Voya Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Sell |
18,547
-2,704
| -13% | -$776K | 0.54% | 19 |
|
|
2025
Q1 | $5.16M | Buy |
21,251
+1,268
| +6% | +$308K | 0.57% | 17 |
|
|
2024
Q4 | $4.78M | Buy |
19,983
+411
| +2% | +$98.4K | 0.52% | 17 |
|
|
2024
Q3 | $4.12M | Buy |
19,572
+1,605
| +9% | +$338K | 0.44% | 18 |
|
|
2024
Q2 | $3.58M | Buy |
17,967
+925
| +5% | +$184K | 0.4% | 22 |
|
|
2024
Q1 | $3.4M | Buy |
17,042
+533
| +3% | +$106K | 0.39% | 21 |
|
|
2023
Q4 | $2.81M | Buy |
16,509
+144
| +0.9% | +$24.5K | 0.34% | 20 |
|
|
2023
Q3 | $2.42M | Buy |
16,365
+494
| +3% | +$72.9K | 0.3% | 23 |
|
|
2023
Q2 | $2.28M | Sell |
15,871
-99
| -0.6% | -$14.2K | 0.27% | 23 |
|
|
2023
Q1 | $2.06M | Sell |
15,970
-3,581
| -18% | -$461K | 0.26% | 27 |
|
|
2022
Q4 | $2.6M | Sell |
19,551
-2,620
| -12% | -$349K | 0.34% | 24 |
|
|
2022
Q3 | $2.35M | Sell |
22,171
-1
| -0% | -$106 | 0.3% | 29 |
|
|
2022
Q2 | $2.56M | Buy |
22,172
+12,974
| +141% | +$1.5M | 0.32% | 29 |
|
|
2022
Q1 | $1.29M | Buy |
9,198
+952
| +12% | +$134K | 0.15% | 68 |
|
|
2021
Q4 | $1.31M | Buy |
8,246
+787
| +11% | +$125K | 0.15% | 77 |
|
|
2021
Q3 | $1.24M | Buy |
7,459
+699
| +10% | +$116K | 0.15% | 70 |
|
|
2021
Q2 | $1.04M | Sell |
6,760
-44,727
| -87% | -$6.89M | 0.14% | 84 |
|
|
2021
Q1 | $7.95M | Buy |
51,487
+875
| +2% | +$135K | 0.31% | 52 |
|
|
2020
Q4 | $6.35M | Sell |
50,612
-1,061
| -2% | -$133K | 0.27% | 55 |
|
|
2020
Q3 | $4.93M | Sell |
51,673
-154
| -0.3% | -$14.7K | 0.24% | 64 |
|
|
2020
Q2 | $4.82M | Sell |
51,827
-3,028
| -6% | -$282K | 0.25% | 65 |
|
|
2020
Q1 | $5.13M | Buy |
54,855
+1,787
| +3% | +$167K | 0.28% | 61 |
|
|
2019
Q4 | $7.36M | Buy |
53,068
+5,915
| +13% | +$820K | 0.36% | 53 |
|
|
2019
Q3 | $5.55M | Buy |
47,153
+872
| +2% | +$103K | 0.3% | 68 |
|
|
2019
Q2 | $5.04M | Sell |
46,281
-479
| -1% | -$52.1K | 0.27% | 75 |
|
|
2019
Q1 | $4.71M | Buy |
46,760
+12,238
| +35% | +$1.23M | 0.27% | 75 |
|
|
2018
Q4 | $3.34M | Buy |
34,522
+1,411
| +4% | +$137K | 0.22% | 94 |
|
|
2018
Q3 | $3.79M | Buy |
33,111
+2,252
| +7% | +$258K | 0.22% | 89 |
|
|
2018
Q2 | $3.24M | Buy |
30,859
+974
| +3% | +$102K | 0.21% | 97 |
|
|
2018
Q1 | $3.23M | Buy |
29,885
+1,318
| +5% | +$142K | 0.21% | 99 |
|
|
2017
Q4 | $3.08M | Sell |
28,567
-450
| -2% | -$48.5K | 0.2% | 110 |
|
|
2017
Q3 | $2.77M | Sell |
29,017
-377
| -1% | -$36K | 0.18% | 118 |
|
|
2017
Q2 | $2.68M | Sell |
29,394
-834
| -3% | -$76K | 0.19% | 113 |
|
|
2017
Q1 | $2.67M | Buy |
30,228
+2,196
| +8% | +$194K | 0.21% | 100 |
|
|
2016
Q4 | $2.41M | Sell |
28,032
-244
| -0.9% | -$21K | 0.21% | 101 |
|
|
2016
Q3 | $1.86M | Buy |
28,276
+1,065
| +4% | +$69.9K | 0.19% | 101 |
|
|
2016
Q2 | $1.67M | Buy |
27,211
+2,585
| +10% | +$158K | 0.19% | 97 |
|
|
2016
Q1 | $1.47M | Sell |
24,626
-9,368
| -28% | -$559K | 0.2% | 93 |
|
|
2015
Q4 | $2.26M | Buy |
33,994
+1,515
| +5% | +$101K | 0.34% | 57 |
|
|
2015
Q3 | $1.94M | Sell |
32,479
-1,779
| -5% | -$106K | 0.35% | 52 |
|
|
2015
Q2 | $2.3M | Buy |
34,258
+1,042
| +3% | +$70K | 0.41% | 44 |
|
|
2015
Q1 | $2.03M | Buy |
+33,216
| New | +$2.03M | 0.4% | 61 |
|