Arvest Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.61M | Sell |
29,690
-703
| -2% | -$204K | 1.3% | 20 |
|
|
2025
Q1 | $7.46M | Sell |
30,393
-5,564
| -15% | -$1.36M | 1.18% | 22 |
|
|
2024
Q4 | $8.62M | Sell |
35,957
-1,371
| -4% | -$329K | 1.38% | 18 |
|
|
2024
Q3 | $7.87M | Sell |
37,328
-2,990
| -7% | -$630K | 1.19% | 23 |
|
|
2024
Q2 | $8.15M | Sell |
40,318
-1,340
| -3% | -$271K | 1.31% | 20 |
|
|
2024
Q1 | $8.34M | Sell |
41,658
-4,142
| -9% | -$830K | 1.32% | 20 |
|
|
2023
Q4 | $7.79M | Buy |
+45,800
| New | +$7.79M | 1.27% | 21 |
|