Ownership history in VANTAGE WEALTH · 52 quarters on record
This page tracks every 13F SEC filing in which VANTAGE WEALTH reported a position in JPMORGAN CHASE & CO. (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 69,850 | -1,712 | -2.4% | 4.87% | $22.5M | $320.77 |
| 2025 Q3 | REDUCED | 71,562 | -725 | -1.0% | 4.91% | $22.6M | $312.49 |
| 2025 Q2 | REDUCED | 72,287 | -1,676 | -2.3% | 4.75% | $21.0M | $285.83 |
| 2025 Q1 | REDUCED | 73,963 | -15,300 | -17.1% | 4.10% | $18.1M | $240.37 |
As of 2025 Q4 — sorted by position size