Barbara Oil Co’s JPMorgan Chase JPM Stock Holding History

Barbara Oil Co’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.4M	Hold	67,000	–	–	7.64%	1
2025 Q1	$16.4M	Sell	67,000 -500	-0.7%	-$123K	6.67%	2
2024 Q4	$16.1M	Buy	67,500 +500	+0.7%	+$119K	6.66%	1
2024 Q3	$14.1M	Hold	67,000	–	–	5.77%	2
2024 Q2	$13.6M	Hold	67,000	–	–	5.92%	2
2024 Q1	$13.4M	Hold	67,000	–	–	5.67%	2
2023 Q4	$11.4M	Hold	67,000	–	–	5.13%	2
2023 Q3	$9.72M	Hold	67,000	–	–	4.6%	2
2023 Q2	$9.74M	Hold	67,000	–	–	4.47%	2
2023 Q1	$8.73M	Hold	67,000	–	–	4.18%	2
2022 Q4	$8.98M	Hold	67,000	–	–	4.29%	2
2022 Q3	$7M	Hold	67,000	–	–	3.84%	2
2022 Q2	$7.55M	Hold	67,000	–	–	3.91%	3
2022 Q1	$9.13M	Hold	67,000	–	–	4.18%	2
2021 Q4	$10.6M	Hold	67,000	–	–	4.59%	2
2021 Q3	$11M	Hold	67,000	–	–	5.14%	2
2021 Q2	$10.4M	Hold	67,000	–	–	4.81%	2
2021 Q1	$10.2M	Hold	67,000	–	–	4.91%	2
2020 Q4	$8.51M	Hold	67,000	–	–	4.29%	2
2020 Q3	$6.45M	Hold	67,000	–	–	3.53%	5
2020 Q2	$6.3M	Hold	67,000	–	–	3.65%	3
2020 Q1	$6.03M	Hold	67,000	–	–	4.03%	2
2019 Q4	$9.34M	Hold	67,000	–	–	4.96%	2
2019 Q3	$7.89M	Hold	67,000	–	–	4.46%	3
2019 Q2	$7.49M	Hold	67,000	–	–	4.29%	3
2019 Q1	$6.78M	Hold	67,000	–	–	4.02%	3
2018 Q4	$6.54M	Hold	67,000	–	–	4.42%	4
2018 Q3	$7.56M	Hold	67,000	–	–	4.45%	3
2018 Q2	$6.98M	Hold	67,000	–	–	4.49%	3
2018 Q1	$7.37M	Hold	67,000	–	–	4.79%	3
2017 Q4	$7.17M	Hold	67,000	–	–	4.57%	2
2017 Q3	$6.4M	Hold	67,000	–	–	4.42%	2
2017 Q2	$6.12M	Hold	67,000	–	–	4.41%	2
2017 Q1	$5.89M	Hold	67,000	–	–	4.36%	2
2016 Q4	$5.78M	Hold	67,000	–	–	4.49%	2
2016 Q3	$4.46M	Hold	67,000	–	–	3.56%	4
2016 Q2	$4.16M	Hold	67,000	–	–	3.35%	5
2016 Q1	$3.97M	Hold	67,000	–	–	3.35%	4
2015 Q4	$4.42M	Hold	67,000	–	–	3.73%	3
2015 Q3	$4.09M	Hold	67,000	–	–	3.62%	3
2015 Q2	$4.54M	Hold	67,000	–	–	3.78%	3
2015 Q1	$4.06M	Hold	67,000	–	–	3.33%	4
2014 Q4	$4.19M	Hold	67,000	–	–	3.4%	4
2014 Q3	$4.04M	Hold	67,000	–	–	3.41%	5
2014 Q2	$3.86M	Hold	67,000	–	–	3.29%	5
2014 Q1	$4.07M	Hold	67,000	–	–	3.59%	5
2013 Q4	$3.92M	Buy	+67,000	New	+$3.92M	3.41%	5