Charter Oak Capital Management’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 | $2.93M | Buy |
|
|||||
|
2025
Q2 | $2.63M | Buy |
|
|||||
|
2025
Q1 | $2.15M | Sell |
|
|||||
|
2024
Q4 | $2.11M | Buy |
|
|||||
|
2024
Q3 | $1.86M | Buy |
|
|||||
|
2024
Q2 | $1.56M | Sell |
|
|||||
|
2024
Q1 | $1.64M | Buy |
|
|||||
|
2023
Q4 | $1.29M | Buy |
|
|||||
|
2023
Q3 | $1.07M | Sell |
|
|||||
|
2023
Q2 | $1.07M | Buy |
|
|||||
|
2023
Q1 | $933K | Buy |
|
|||||
|
2022
Q4 | $949K | Sell |
|
|||||
|
2022
Q3 | $755K | Sell |
|
|||||
|
2022
Q2 | $1.15M | Buy |
|
|||||
|
2022
Q1 | $1.37M | Buy |
|
|||||
|
2021
Q4 | $1.38M | Buy |
|
|||||
|
2021
Q3 | $1.42M | Buy |
|
|||||
|
2021
Q2 | $1.31M | Buy |
|
|||||
|
2021
Q1 | $1.26M | Buy |
|
|||||
|
2020
Q4 | $1.05M | Buy |
|