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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.92M | Sell |
|
|||||
|
2025
Q1 | $6.63M | Sell |
|
|||||
|
2024
Q4 | $6.61M | Buy |
|
|||||
|
2024
Q3 | $5.62M | Buy |
|
|||||
|
2024
Q2 | $5.36M | Buy |
|
|||||
|
2024
Q1 | $5.26M | Buy |
|
|||||
|
2023
Q4 | $4.38M | Sell |
|
|||||
|
2023
Q3 | $3.74M | Sell |
|
|||||
|
2023
Q2 | $3.94M | Sell |
|
|||||
|
2023
Q1 | $3.75M | Sell |
|
|||||
|
2022
Q4 | $3.91M | Sell |
|
|||||
|
2022
Q3 | $3.07M | Sell |
|
|||||
|
2022
Q2 | $3.37M | Buy |
|
|||||
|
2022
Q1 | $4.05M | Sell |
|
|||||
|
2021
Q4 | $5.03M | Sell |
|
|||||
|
2021
Q3 | $5.35M | Buy |
|
|||||
|
2021
Q2 | $4.91M | Buy |
|
|||||
|
2021
Q1 | $3.67M | Sell |
|
|||||
|
2020
Q4 | $3.08M | Buy |
|
|||||
|
2020
Q3 | $2.32M | Sell |
|
|||||
|
2020
Q2 | $2.3M | Sell |
|
|||||
|
2020
Q1 | $2.3M | Sell |
|
|||||
|
2019
Q4 | $3.85M | Sell |
|
|||||
|
2019
Q3 | $3.35M | Buy |
|
|||||
|
2019
Q2 | $3.05M | Buy |
|
|||||
|
2019
Q1 | $2.7M | Buy |
|
|||||
|
2018
Q4 | $2.53M | Buy |
|