Charter Oak Capital Management’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 | $2.63M | Buy |
9,056
+310
| +4% | +$89.9K | 0.22% | 36 |
|
|
2025
Q1 | $2.15M | Sell |
8,746
-75
| -0.9% | -$18.4K | 0.2% | 39 |
|
|
2024
Q4 | $2.11M | Buy |
8,821
+24
| +0.3% | +$5.75K | 0.2% | 41 |
|
|
2024
Q3 | $1.86M | Buy |
8,797
+1,062
| +14% | +$224K | 0.17% | 43 |
|
|
2024
Q2 | $1.56M | Sell |
7,735
-475
| -6% | -$96.1K | 0.16% | 47 |
|
|
2024
Q1 | $1.64M | Buy |
8,210
+636
| +8% | +$127K | 0.18% | 49 |
|
|
2023
Q4 | $1.29M | Buy |
7,574
+224
| +3% | +$38.1K | 0.15% | 55 |
|
|
2023
Q3 | $1.07M | Sell |
7,350
-36
| -0.5% | -$5.22K | 0.14% | 62 |
|
|
2023
Q2 | $1.07M | Buy |
7,386
+223
| +3% | +$32.4K | 0.14% | 64 |
|
|
2023
Q1 | $933K | Buy |
7,163
+90
| +1% | +$11.7K | 0.13% | 68 |
|
|
2022
Q4 | $949K | Sell |
7,073
-153
| -2% | -$20.5K | 0.14% | 65 |
|
|
2022
Q3 | $755K | Sell |
7,226
-2,968
| -29% | -$310K | 0.12% | 70 |
|
|
2022
Q2 | $1.15M | Buy |
10,194
+175
| +2% | +$19.7K | 0.16% | 61 |
|
|
2022
Q1 | $1.37M | Buy |
10,019
+1,300
| +15% | +$177K | 0.17% | 58 |
|
|
2021
Q4 | $1.38M | Buy |
8,719
+77
| +0.9% | +$12.2K | 0.16% | 59 |
|
|
2021
Q3 | $1.42M | Buy |
8,642
+231
| +3% | +$37.8K | 0.18% | 54 |
|
|
2021
Q2 | $1.31M | Buy |
8,411
+124
| +1% | +$19.3K | 0.17% | 56 |
|
|
2021
Q1 | $1.26M | Buy |
8,287
+15
| +0.2% | +$2.28K | 0.18% | 58 |
|
|
2020
Q4 | $1.05M | Buy |
+8,272
| New | +$1.05M | 0.16% | 58 |
|