JP Morgan Chase
OFED

JP Morgan Chase’s Oconee Federal Financial Corp. OFED Stock Holding History

JP Morgan Chase’s Portfolio OFED Stock Details OFED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-539
Closed -$13K – 6941
2021
Q2 		$13K Sell
539
-2,415
-82% -$59.7K ﹤0.01% 6010
2021
Q1 		$77K Buy
2,954
+177
+6% +$4.38K ﹤0.01% 5449
2020
Q4 		$70K Buy
2,777
+1,687
+155% +$40.8K ﹤0.01% 5079
2020
Q3 		$25K Buy
1,090
+140
+15% +$3.51K ﹤0.01% 5107
2020
Q2 		$24K Buy
+950
New +$20.8K ﹤0.01% 5005
2020
Q1 		– Sell
-21
Closed -$1K – 5845
2019
Q4 		$1K Hold
21
– – ﹤0.01% 5569
2019
Q3 		$0 Buy
+21
New +$483 ﹤0.01% 6036
2019
Q2 		– Sell
-442
Closed -$11K – 6091
2019
Q1 		$11K Sell
442
-112
-20% -$2.92K ﹤0.01% 5528
2018
Q4 		$14K Buy
554
+334
+152% +$8.5K ﹤0.01% 5387
2018
Q3 		$6K Sell
220
-84
-28% -$2.3K ﹤0.01% 5551
2018
Q2 		$9K Buy
304
+54
+22% +$1.56K ﹤0.01% 5394
2018
Q1 		$7K Sell
250
-19
-7% -$551 ﹤0.01% 5218
2017
Q4 		$8K Buy
+269
New +$7.91K ﹤0.01% 5290
2017
Q3 		– Sell
-10
Closed – – 5256
2017
Q2 		$0 Buy
+10
New +$272 ﹤0.01% 5304

Other funds holding OFED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase's OFED Position: Q3 2021 in Review

JP Morgan Chase sold out of Oconee Federal Financial Corp. (OFED) in Q3 2021, closing a stake of 539 shares — an estimated $13K sold.

JP Morgan Chase first reported a position in OFED in Q2 2017 and held it in 14 quarters. The position peaked at $77K in Q1 2021. 13 funds tracked by Wall St. Rank hold OFED as of Q3 2021.

  • JP Morgan Chase reported no remaining Oconee Federal Financial Corp. position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Chase sold 539 Oconee Federal Financial Corp. shares in Q3 2021, an estimated $13K.
  • JP Morgan Chase first reported a position in Oconee Federal Financial Corp. in Q2 2017 and held it in 14 quarters.
  • JP Morgan Chase's Oconee Federal Financial Corp. position peaked at $77K in Q1 2021.
  • 13 funds tracked by Wall St. Rank held Oconee Federal Financial Corp. as of Q3 2021.

Based on JP Morgan Chase's 13F filing for Q3 2021, filed 12 Nov 2021.