BOK Financial Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.74M | Sell |
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|
2025
Q2 | $5.45M | Sell |
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|
2025
Q1 | $5.18M | Sell |
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|
2024
Q4 | $5.3M | Sell |
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|
2024
Q3 | $4.98M | Sell |
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|
2024
Q2 | $5.14M | Sell |
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|
2024
Q1 | $5.13M | Sell |
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|
2023
Q4 | $4.49M | Sell |
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|
2023
Q3 | $4M | Sell |
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|
2023
Q2 | $4.41M | Sell |
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|
2023
Q1 | $4.48M | Buy |
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|
2022
Q4 | $4.5M | Sell |
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|
2022
Q3 | $3.59M | Sell |
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|
2022
Q2 | $3.87M | Sell |
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|
2022
Q1 | $7.78M | Buy |
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|
2021
Q4 | $8.93M | Sell |
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|
2021
Q3 | $9.27M | Buy |
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|
2021
Q2 | $8.42M | Buy |
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|
2021
Q1 | $7.88M | Sell |
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|
2020
Q4 | $6.64M | Sell |
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|
2020
Q3 | $5.11M | Sell |
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|
2020
Q2 | $5.36M | Sell |
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|
2020
Q1 | $5.99M | Sell |
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|
2019
Q4 | $14.1M | Buy |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $961K | Sell |
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|
2018
Q2 | $888K | Sell |
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|
2018
Q1 | $1.05M | Sell |
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|
2017
Q4 | $1.12M | Sell |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $998K | Sell |
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|
2017
Q1 | $966K | Sell |
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|
2016
Q4 | $1.03M | Sell |
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|
2016
Q3 | $822K | Sell |
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|
2016
Q2 | $973K | Buy |
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|
2016
Q1 | $310K | Hold |
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|
2015
Q4 | $346K | Sell |
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|
2015
Q3 | $321K | Buy |
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|
2015
Q2 | $259K | Buy |
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|
2015
Q1 | $230K | Hold |
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|
2014
Q4 | $237K | Sell |
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|
2014
Q3 | $275K | Hold |
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|
2014
Q2 | $263K | Hold |
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|
2014
Q1 | $277K | Hold |
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|
2013
Q4 | $267K | Sell |
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|
2013
Q3 | $249K | Buy |
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|
2013
Q2 | $202K | Buy |
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