Great Oak Capital Partners’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 | $1.3M | Buy |
4,539
+46
| +1% | +$13.2K | 0.37% | 18 |
|
|
2025
Q1 | $1.1M | Hold |
4,493
| – | – | 0.37% | 18 |
|
|
2024
Q4 | $1.1M | Buy |
4,493
+25
| +0.6% | +$6.11K | 0.37% | 18 |
|
|
2024
Q3 | $944K | Hold |
4,468
| – | – | 0.33% | 21 |
|
|
2024
Q2 | $920K | Sell |
4,468
-51
| -1% | -$10.5K | 0.35% | 22 |
|
|
2024
Q1 | $905K | Sell |
4,519
-74
| -2% | -$14.8K | 0.4% | 18 |
|
|
2023
Q4 | $781K | Buy |
+4,593
| New | +$781K | 0.42% | 20 |
|