EOJOAM
E. Ohman J:or Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.2M | Sell |
328,404
-13,868
| -4% | -$4.02M | 2.36% | 9 |
|
|
2025
Q1 | $84M | Sell |
342,272
-18,410
| -5% | -$4.52M | 2.23% | 8 |
|
|
2024
Q4 | $86.5M | Sell |
360,682
-45,451
| -11% | -$10.9M | 2.02% | 9 |
|
|
2024
Q3 | $85.6M | Buy |
406,133
+3,359
| +0.8% | +$708K | 2.12% | 7 |
|
|
2024
Q2 | $81.5M | Sell |
402,774
-2,900
| -0.7% | -$587K | 2.02% | 6 |
|
|
2024
Q1 | $81.3M | Sell |
405,674
-46,549
| -10% | -$9.32M | 2.07% | 7 |
|
|
2023
Q4 | $76.9M | Sell |
452,223
-23,357
| -5% | -$3.97M | 2.82% | 6 |
|
|
2023
Q3 | $69M | Buy |
475,580
+16,756
| +4% | +$2.43M | 2.6% | 6 |
|
|
2023
Q2 | $66.7M | Buy |
458,824
+1,743
| +0.4% | +$254K | 2.41% | 7 |
|
|
2023
Q1 | $59.6M | Buy |
457,081
+3,850
| +0.8% | +$502K | 2.34% | 8 |
|
|
2022
Q4 | $60.8M | Sell |
453,231
-2,600
| -0.6% | -$349K | 2.66% | 5 |
|
|
2022
Q3 | $47.6M | Buy |
455,831
+6,081
| +1% | +$635K | 2.17% | 7 |
|
|
2022
Q2 | $50.6M | Sell |
449,750
-2,000
| -0.4% | -$225K | 2.19% | 8 |
|
|
2022
Q1 | $61.6M | Sell |
451,750
-23,235
| -5% | -$3.17M | 2.06% | 7 |
|
|
2021
Q4 | $75.2M | Buy |
474,985
+34,500
| +8% | +$5.46M | 2.17% | 6 |
|
|
2021
Q3 | $72.1M | Buy |
440,485
+300
| +0.1% | +$49.1K | 2.27% | 6 |
|
|
2021
Q2 | $68.5M | Buy |
440,185
+38,700
| +10% | +$6.02M | 2.14% | 7 |
|
|
2021
Q1 | $61.1M | Buy |
401,485
+6,850
| +2% | +$1.04M | 2.21% | 6 |
|
|
2020
Q4 | $50.1M | Sell |
394,635
-61,056
| -13% | -$7.76M | 2.05% | 9 |
|
|
2020
Q3 | $43.9M | Buy |
455,691
+94,100
| +26% | +$9.06M | 2.17% | 10 |
|
|
2020
Q2 | $34M | Buy |
361,591
+2,500
| +0.7% | +$235K | 1.95% | 12 |
|
|
2020
Q1 | $32.3M | Sell |
359,091
-73,650
| -17% | -$6.63M | 2.37% | 8 |
|
|
2019
Q4 | $60.3M | Buy |
432,741
+13,700
| +3% | +$1.91M | 3.34% | 5 |
|
|
2019
Q3 | $49.3M | Buy |
419,041
+27,900
| +7% | +$3.28M | 3.1% | 5 |
|
|
2019
Q2 | $43.7M | Buy |
391,141
+4,608
| +1% | +$515K | 2.87% | 6 |
|
|
2019
Q1 | $39.1M | Buy |
386,533
+35,369
| +10% | +$3.58M | 2.63% | 5 |
|
|
2018
Q4 | $34.3M | Buy |
351,164
+17,909
| +5% | +$1.75M | 2.5% | 8 |
|
|
2018
Q3 | $37.6M | Sell |
333,255
-18,915
| -5% | -$2.13M | 2.43% | 6 |
|
|
2018
Q2 | $36.7M | Buy |
352,170
+55,398
| +19% | +$5.77M | 2.61% | 6 |
|
|
2018
Q1 | $32.6M | Buy |
296,772
+4,353
| +1% | +$479K | 2.61% | 6 |
|
|
2017
Q4 | $31.3M | Buy |
292,419
+197,519
| +208% | +$21.1M | 2.55% | 6 |
|
|
2017
Q3 | $9.06M | Buy |
94,900
+2,000
| +2% | +$191K | 0.81% | 34 |
|
|
2017
Q2 | $8.49M | Sell |
92,900
-300
| -0.3% | -$27.4K | 0.86% | 33 |
|
|
2017
Q1 | $8.19M | Buy |
93,200
+10,100
| +12% | +$887K | 1% | 23 |
|
|
2016
Q4 | $7.17M | Buy |
83,100
+5,500
| +7% | +$475K | 1% | 23 |
|
|
2016
Q3 | $5.17M | Sell |
77,600
-13,400
| -15% | -$892K | 0.77% | 32 |
|
|
2016
Q2 | $5.65M | Buy |
91,000
+6,500
| +8% | +$404K | 0.94% | 27 |
|
|
2016
Q1 | $5M | Sell |
84,500
-3,100
| -4% | -$184K | 0.91% | 23 |
|
|
2015
Q4 | $5.78M | Buy |
87,600
+1,800
| +2% | +$119K | 1.01% | 19 |
|
|
2015
Q3 | $5.23M | Sell |
85,800
-5,600
| -6% | -$341K | 1.4% | 9 |
|
|
2015
Q2 | $6.19M | Sell |
91,400
-4,300
| -4% | -$291K | 1.45% | 10 |
|
|
2015
Q1 | $5.8M | Buy |
95,700
+9,300
| +11% | +$563K | 1.34% | 10 |
|
|
2014
Q4 | $5.46M | Sell |
86,400
-1,600
| -2% | -$101K | 1.3% | 11 |
|
|
2014
Q3 | $5.3M | Buy |
88,000
+1,600
| +2% | +$96.4K | 1.3% | 12 |
|
|
2014
Q2 | $4.98M | Sell |
86,400
-2,500
| -3% | -$144K | 1.22% | 14 |
|
|
2014
Q1 | $5.4M | Sell |
88,900
-6,700
| -7% | -$407K | 1.34% | 13 |
|
|
2013
Q4 | $5.54M | Sell |
95,600
-5,200
| -5% | -$301K | 1.31% | 12 |
|
|
2013
Q3 | $5.21M | Buy |
100,800
+2,200
| +2% | +$114K | 1.32% | 13 |
|
|
2013
Q2 | $5.21M | Buy |
+98,600
| New | +$5.21M | 1.43% | 10 |
|