JP Morgan Chase’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.44M | Buy |
106,624
+53,622
| +101% | +$1.98M | ﹤0.01% | 3668 |
|
|
2025
Q4 | $1.82M | Sell |
53,002
-108,184
| -67% | -$3.62M | ﹤0.01% | 4142 |
|
|
2025
Q3 | $5.68M | Sell |
161,186
-39,217
| -20% | -$1.35M | ﹤0.01% | 3243 |
|
|
2025
Q2 | $5.97M | Buy |
200,403
+12,037
| +6% | +$325K | ﹤0.01% | 2990 |
|
|
2025
Q1 | $5.02M | Buy |
188,366
+61,623
| +49% | +$2.05M | ﹤0.01% | 3157 |
|
|
2024
Q4 | $5.01M | Buy |
126,743
+44,666
| +54% | +$2.01M | ﹤0.01% | 3344 |
|
|
2024
Q3 | $3.89M | Buy |
82,077
+54,286
| +195% | +$2.27M | ﹤0.01% | 3407 |
|
|
2024
Q2 | $974K | Sell |
27,791
-153,484
| -85% | -$5.43M | ﹤0.01% | 4290 |
|
|
2024
Q1 | $7.52M | Buy |
181,275
+30,840
| +21% | +$1.23M | ﹤0.01% | 2744 |
|
|
2023
Q4 | $6.84M | Buy |
150,435
+90,429
| +151% | +$3.04M | ﹤0.01% | 2821 |
|
|
2023
Q3 | $1.74M | Buy |
60,006
+12,916
| +27% | +$415K | ﹤0.01% | 3645 |
|
|
2023
Q2 | $1.24M | Sell |
47,090
-25,667
| -35% | -$604K | ﹤0.01% | 3888 |
|
|
2023
Q1 | $1.77M | Buy |
72,757
+18,645
| +34% | +$585K | ﹤0.01% | 3620 |
|
|
2022
Q4 | $1.63M | Buy |
54,112
+6,989
| +15% | +$223K | ﹤0.01% | 3709 |
|
|
2022
Q3 | $1.44M | Sell |
47,123
-1,503
| -3% | -$53.9K | ﹤0.01% | 3737 |
|
|
2022
Q2 | $1.65M | Buy |
48,626
+11,199
| +30% | +$463K | ﹤0.01% | 3693 |
|
|
2022
Q1 | $1.9M | Buy |
37,427
+16,781
| +81% | +$1.07M | ﹤0.01% | 3801 |
|
|
2021
Q4 | $1.8M | Buy |
20,646
+1,347
| +7% | +$112K | ﹤0.01% | 3936 |
|
|
2021
Q3 | $1.23M | Sell |
19,299
-72
| -0.4% | -$4.27K | ﹤0.01% | 4154 |
|
|
2021
Q2 | $1.14M | Sell |
19,371
-14,676
| -43% | -$921K | ﹤0.01% | 4194 |
|
|
2021
Q1 | $2.33M | Buy |
34,047
+2,807
| +9% | +$147K | ﹤0.01% | 3603 |
|
|
2020
Q4 | $1.48M | Buy |
31,240
+16,326
| +109% | +$654K | ﹤0.01% | 3702 |
|
|
2020
Q3 | $385K | Sell |
14,914
-2,263
| -13% | -$44.1K | ﹤0.01% | 4093 |
|
|
2020
Q2 | $249K | Sell |
17,177
-32,787
| -66% | -$445K | ﹤0.01% | 4172 |
|
|
2020
Q1 | $623K | Sell |
49,964
-309,476
| -86% | -$4.9M | ﹤0.01% | 3711 |
|
|
2019
Q4 | $6.83M | Buy |
359,440
+120,282
| +50% | +$2.22M | ﹤0.01% | 2441 |
|
|
2019
Q3 | $4.33M | Buy |
239,158
+179,542
| +301% | +$3.23M | ﹤0.01% | 2818 |
|
|
2019
Q2 | $1.02M | Buy |
59,616
+50,438
| +550% | +$828K | ﹤0.01% | 3856 |
|
|
2019
Q1 | $134K | Sell |
9,178
-33,042
| -78% | -$508K | ﹤0.01% | 4786 |
|
|
2018
Q4 | $625K | Buy |
42,220
+36,324
| +616% | +$700K | ﹤0.01% | 4017 |
|
|
2018
Q3 | $158K | Sell |
5,896
-10,658
| -64% | -$319K | ﹤0.01% | 4770 |
|
|
2018
Q2 | $507K | Buy |
16,554
+8,630
| +109% | +$253K | ﹤0.01% | 4169 |
|
|
2018
Q1 | $220K | Sell |
7,924
-2,999
| -27% | -$79.2K | ﹤0.01% | 4336 |
|
|
2017
Q4 | $261K | Buy |
10,923
+6,711
| +159% | +$162K | ﹤0.01% | 4314 |
|
|
2017
Q3 | $98K | Buy |
+4,212
| New | +$98.5K | ﹤0.01% | 4309 |
|
|
2017
Q2 | – | Sell |
-13,868
| Closed | -$300K | – | 5095 |
|
|
2017
Q1 | $300K | Buy |
+13,868
| New | +$294K | ﹤0.01% | 3916 |
|
Other funds holding LOB
VCM
GGHC
SAM
VPM
