JPMorgan Chase & Co’s OFS Capital OFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658 | Buy |
+78
| New | +$658 | ﹤0.01% | 5779 |
|
|
2024
Q3 | – | Sell |
-928
| Closed | -$8.23K | – | 6452 |
|
|
2024
Q2 | $8.23K | Buy |
928
+205
| +28% | +$1.82K | ﹤0.01% | 5285 |
|
|
2024
Q1 | $7.18K | Buy |
723
+699
| +2,913% | +$6.94K | ﹤0.01% | 5381 |
|
|
2023
Q4 | $281 | Sell |
24
-6
| -20% | -$70 | ﹤0.01% | 5981 |
|
|
2023
Q3 | $337 | Hold |
30
| – | – | ﹤0.01% | 5816 |
|
|
2023
Q2 | $297 | Hold |
30
| – | – | ﹤0.01% | 5684 |
|
|
2023
Q1 | $309 | Buy |
+30
| New | +$309 | ﹤0.01% | 5738 |
|
|
2020
Q3 | – | Sell |
-887
| Closed | -$4K | – | 4941 |
|
|
2020
Q2 | $4K | Sell |
887
-27,588
| -97% | -$124K | ﹤0.01% | 4581 |
|
|
2020
Q1 | $116K | Buy |
28,475
+5,845
| +26% | +$23.8K | ﹤0.01% | 3898 |
|
|
2019
Q4 | $253K | Buy |
22,630
+13,600
| +151% | +$152K | ﹤0.01% | 3738 |
|
|
2019
Q3 | $105K | Buy |
9,030
+7,420
| +461% | +$86.3K | ﹤0.01% | 3979 |
|
|
2019
Q2 | $19K | Sell |
1,610
-3,090
| -66% | -$36.5K | ﹤0.01% | 4530 |
|
|
2019
Q1 | $55K | Sell |
4,700
-169,307
| -97% | -$1.98M | ﹤0.01% | 4201 |
|
|
2018
Q4 | $1.84M | Buy |
174,007
+28,542
| +20% | +$302K | ﹤0.01% | 2695 |
|
|
2018
Q3 | $1.73M | Sell |
145,465
-19,937
| -12% | -$237K | ﹤0.01% | 2859 |
|
|
2018
Q2 | $1.9M | Sell |
165,402
-35,785
| -18% | -$410K | ﹤0.01% | 2842 |
|
|
2018
Q1 | $2.26M | Buy |
201,187
+65,746
| +49% | +$738K | ﹤0.01% | 2681 |
|
|
2017
Q4 | $1.61M | Buy |
135,441
+44,329
| +49% | +$528K | ﹤0.01% | 2831 |
|
|
2017
Q3 | $1.19M | Buy |
91,112
+53,030
| +139% | +$693K | ﹤0.01% | 2850 |
|
|
2017
Q2 | $545K | Buy |
+38,082
| New | +$545K | ﹤0.01% | 3121 |
|