Brandywine Oak 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
2026 Q1	$7.41M	Sell	25,181 -74	-0.3%	-$22.5K	0.62%	25
2025 Q4	$8.14M	Buy	25,255 +1,354	+6%	+$419K	0.68%	23
2025 Q3	$7.54M	Buy	23,901 +19	+0.1%	+$5.65K	0.66%	23
2025 Q2	$6.92M	Sell	23,882 -3,147	-12%	-$803K	0.64%	26
2025 Q1	$6.63M	Sell	27,029 -552	-2%	-$141K	0.65%	24
2024 Q4	$6.61M	Buy	27,581 +951	+4%	+$222K	0.65%	25
2024 Q3	$5.62M	Buy	26,630 +120	+0.5%	+$25.3K	0.54%	29
2024 Q2	$5.36M	Buy	26,510 +263	+1%	+$51.4K	0.55%	30
2024 Q1	$5.26M	Buy	26,247 +506	+2%	+$91.3K	0.55%	29
2023 Q4	$4.38M	Sell	25,741 -45	-0.2%	-$6.82K	0.49%	30
2023 Q3	$3.74M	Sell	25,786 -1,271	-5%	-$191K	0.44%	35
2023 Q2	$3.94M	Sell	27,057 -1,715	-6%	-$236K	0.44%	33
2023 Q1	$3.75M	Sell	28,772 -398	-1%	-$54.5K	0.44%	31
2022 Q4	$3.91M	Sell	29,170 -244	-0.8%	-$30.9K	0.49%	29
2022 Q3	$3.07M	Sell	29,414 -469	-2%	-$53.8K	0.42%	35
2022 Q2	$3.37M	Buy	29,883 +150	+0.5%	+$18.6K	0.43%	30
2022 Q1	$4.05M	Sell	29,733 -1,801	-6%	-$266K	0.46%	39
2021 Q4	$5.03M	Sell	31,534 -1,131	-3%	-$186K	0.55%	35
2021 Q3	$5.35M	Buy	32,665 +1,104	+3%	+$173K	0.62%	31
2021 Q2	$4.91M	Buy	31,561 +7,449	+31%	+$1.17M	0.57%	31
2021 Q1	$3.67M	Sell	24,112 -119	-0.5%	-$17.1K	0.54%	37
2020 Q4	$3.08M	Buy	24,231 +91	+0.4%	+$10.2K	0.47%	40
2020 Q3	$2.32M	Sell	24,140 -307	-1%	-$30.1K	0.39%	43
2020 Q2	$2.3M	Sell	24,447 -1,093	-4%	-$104K	0.41%	42
2020 Q1	$2.3M	Sell	25,540 -2,055	-7%	-$250K	0.47%	37
2019 Q4	$3.85M	Sell	27,595 -872	-3%	-$112K	0.7%	25
2019 Q3	$3.35M	Buy	28,467 +1,158	+4%	+$131K	0.63%	28
2019 Q2	$3.05M	Buy	27,309 +627	+2%	+$69.1K	0.61%	33
2019 Q1	$2.7M	Buy	26,682 +818	+3%	+$84.3K	0.56%	33
2018 Q4	$2.53M	Buy	+25,864	New	+$2.76M	0.57%	33