FOA
Five Oceans Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
7,636
+48
| +0.6% | +$13.9K | 0.94% | 20 |
|
|
2025
Q1 | $1.86M | Buy |
7,588
+35
| +0.5% | +$8.59K | 0.89% | 19 |
|
|
2024
Q4 | $1.81M | Buy |
7,553
+277
| +4% | +$66.4K | 0.83% | 25 |
|
|
2024
Q3 | $1.53M | Buy |
7,276
+943
| +15% | +$199K | 0.73% | 24 |
|
|
2024
Q2 | $1.28M | Buy |
6,333
+326
| +5% | +$65.9K | 0.67% | 31 |
|
|
2024
Q1 | $1.2M | Buy |
6,007
+141
| +2% | +$28.2K | 0.62% | 34 |
|
|
2023
Q4 | $998K | Sell |
5,866
-1,307
| -18% | -$222K | 0.56% | 37 |
|
|
2023
Q3 | $1.04M | Buy |
7,173
+25
| +0.3% | +$3.63K | 0.67% | 32 |
|
|
2023
Q2 | $1.04M | Sell |
7,148
-97
| -1% | -$14.1K | 0.67% | 32 |
|
|
2023
Q1 | $944K | Buy |
7,245
+104
| +1% | +$13.6K | 0.61% | 35 |
|
|
2022
Q4 | $958K | Sell |
7,141
-308
| -4% | -$41.3K | 0.66% | 28 |
|
|
2022
Q3 | $778K | Buy |
7,449
+1,776
| +31% | +$185K | 0.61% | 32 |
|
|
2022
Q2 | $639K | Buy |
5,673
+1,426
| +34% | +$161K | 0.48% | 40 |
|
|
2022
Q1 | $579K | Buy |
4,247
+398
| +10% | +$54.3K | 0.52% | 42 |
|
|
2021
Q4 | $609K | Buy |
3,849
+418
| +12% | +$66.1K | 0.54% | 39 |
|
|
2021
Q3 | $562K | Buy |
+3,431
| New | +$562K | 0.65% | 36 |
|