BOK Financial Private Wealth’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 | $5.45M | Sell |
18,788
-2,312
| -11% | -$670K | 0.36% | 28 |
|
|
2025
Q1 | $5.18M | Sell |
21,100
-1,022
| -5% | -$251K | 0.39% | 29 |
|
|
2024
Q4 | $5.3M | Sell |
22,122
-1,481
| -6% | -$355K | 0.39% | 29 |
|
|
2024
Q3 | $4.98M | Sell |
23,603
-1,789
| -7% | -$377K | 0.36% | 33 |
|
|
2024
Q2 | $5.14M | Sell |
25,392
-238
| -0.9% | -$48.1K | 0.37% | 32 |
|
|
2024
Q1 | $5.13M | Sell |
25,630
-761
| -3% | -$152K | 0.38% | 32 |
|
|
2023
Q4 | $4.49M | Sell |
26,391
-1,214
| -4% | -$207K | 0.36% | 36 |
|
|
2023
Q3 | $4M | Sell |
27,605
-2,697
| -9% | -$391K | 0.35% | 41 |
|
|
2023
Q2 | $4.41M | Sell |
30,302
-4,086
| -12% | -$594K | 0.36% | 41 |
|
|
2023
Q1 | $4.48M | Buy |
34,388
+845
| +3% | +$110K | 0.36% | 42 |
|
|
2022
Q4 | $4.5M | Sell |
33,543
-774
| -2% | -$104K | 0.37% | 40 |
|
|
2022
Q3 | $3.59M | Sell |
34,317
-15
| -0% | -$1.57K | 0.32% | 46 |
|
|
2022
Q2 | $3.87M | Sell |
34,332
-22,738
| -40% | -$2.56M | 0.34% | 45 |
|
|
2022
Q1 | $7.78M | Buy |
57,070
+692
| +1% | +$94.3K | 0.55% | 31 |
|
|
2021
Q4 | $8.93M | Sell |
56,378
-222
| -0.4% | -$35.2K | 0.62% | 25 |
|
|
2021
Q3 | $9.27M | Buy |
56,600
+2,468
| +5% | +$404K | 0.74% | 24 |
|
|
2021
Q2 | $8.42M | Buy |
54,132
+2,401
| +5% | +$373K | 0.69% | 24 |
|
|
2021
Q1 | $7.88M | Sell |
51,731
-508
| -1% | -$77.3K | 0.72% | 23 |
|
|
2020
Q4 | $6.64M | Sell |
52,239
-826
| -2% | -$105K | 0.63% | 31 |
|
|
2020
Q3 | $5.11M | Sell |
53,065
-3,950
| -7% | -$380K | 0.53% | 37 |
|
|
2020
Q2 | $5.36M | Sell |
57,015
-9,503
| -14% | -$894K | 0.56% | 35 |
|
|
2020
Q1 | $5.99M | Sell |
66,518
-34,290
| -34% | -$3.09M | 0.73% | 32 |
|
|
2019
Q4 | $14.1M | Buy |
100,808
+90,520
| +880% | +$12.6M | 1.19% | 18 |
|
|
2019
Q3 | $1.21M | Buy |
10,288
+839
| +9% | +$98.8K | 0.17% | 43 |
|
|
2019
Q2 | $1.06M | Sell |
9,449
-1,190
| -11% | -$133K | 0.15% | 48 |
|
|
2019
Q1 | $1.08M | Sell |
10,639
-646
| -6% | -$65.4K | 0.14% | 46 |
|
|
2018
Q4 | $1.1M | Buy |
11,285
+2,765
| +32% | +$270K | 0.15% | 45 |
|
|
2018
Q3 | $961K | Sell |
8,520
-6
| -0.1% | -$677 | 0.15% | 42 |
|
|
2018
Q2 | $888K | Sell |
8,526
-1,025
| -11% | -$107K | 0.14% | 41 |
|
|
2018
Q1 | $1.05M | Sell |
9,551
-895
| -9% | -$98.4K | 0.17% | 36 |
|
|
2017
Q4 | $1.12M | Sell |
10,446
-417
| -4% | -$44.6K | 0.18% | 37 |
|
|
2017
Q3 | $1.04M | Sell |
10,863
-56
| -0.5% | -$5.35K | 0.17% | 36 |
|
|
2017
Q2 | $998K | Sell |
10,919
-83
| -0.8% | -$7.59K | 0.14% | 39 |
|
|
2017
Q1 | $966K | Sell |
11,002
-978
| -8% | -$85.9K | 0.14% | 47 |
|
|
2016
Q4 | $1.03M | Sell |
11,980
-366
| -3% | -$31.6K | 0.16% | 46 |
|
|
2016
Q3 | $822K | Sell |
12,346
-3,323
| -21% | -$221K | 0.12% | 55 |
|
|
2016
Q2 | $973K | Buy |
15,669
+10,431
| +199% | +$648K | 0.15% | 47 |
|
|
2016
Q1 | $310K | Hold |
5,238
| – | – | 0.05% | 51 |
|
|
2015
Q4 | $346K | Sell |
5,238
-27
| -0.5% | -$1.78K | 0.06% | 53 |
|
|
2015
Q3 | $321K | Buy |
5,265
+1,444
| +38% | +$88K | 0.06% | 53 |
|
|
2015
Q2 | $259K | Buy |
3,821
+27
| +0.7% | +$1.83K | 0.04% | 69 |
|
|
2015
Q1 | $230K | Hold |
3,794
| – | – | 0.04% | 69 |
|
|
2014
Q4 | $237K | Sell |
3,794
-775
| -17% | -$48.4K | 0.04% | 70 |
|
|
2014
Q3 | $275K | Hold |
4,569
| – | – | 0.05% | 59 |
|
|
2014
Q2 | $263K | Hold |
4,569
| – | – | 0.04% | 62 |
|
|
2014
Q1 | $277K | Hold |
4,569
| – | – | 0.05% | 59 |
|
|
2013
Q4 | $267K | Sell |
4,569
-252
| -5% | -$14.7K | 0.05% | 57 |
|
|
2013
Q3 | $249K | Buy |
4,821
+1,000
| +26% | +$51.6K | 0.05% | 58 |
|
|
2013
Q2 | $202K | Buy |
+3,821
| New | +$202K | 0.04% | 53 |
|