JPMorgan Chase & Co’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
8,237
-835
| -9% | -$11.3K | ﹤0.01% | 4748 |
|
|
2025
Q1 | $78.6K | Sell |
9,072
-50,880
| -85% | -$441K | ﹤0.01% | 4847 |
|
|
2024
Q4 | $291K | Buy |
59,952
+52,169
| +670% | +$254K | ﹤0.01% | 4384 |
|
|
2024
Q3 | $60.1K | Sell |
7,783
-104,750
| -93% | -$809K | ﹤0.01% | 4925 |
|
|
2024
Q2 | $1.13M | Sell |
112,533
-26,515
| -19% | -$265K | ﹤0.01% | 3439 |
|
|
2024
Q1 | $1.69M | Buy |
139,048
+12,152
| +10% | +$148K | ﹤0.01% | 3256 |
|
|
2023
Q4 | $1.82M | Buy |
126,896
+1,993
| +2% | +$28.5K | ﹤0.01% | 3195 |
|
|
2023
Q3 | $972K | Sell |
124,903
-9,620
| -7% | -$74.8K | ﹤0.01% | 3422 |
|
|
2023
Q2 | $1.92M | Sell |
134,523
-6,455
| -5% | -$92.2K | ﹤0.01% | 3065 |
|
|
2023
Q1 | $2.06M | Sell |
140,978
-2,117
| -1% | -$31K | ﹤0.01% | 3020 |
|
|
2022
Q4 | $2.4M | Buy |
143,095
+133,358
| +1,370% | +$2.24M | ﹤0.01% | 2843 |
|
|
2022
Q3 | $144K | Buy |
9,737
+208
| +2% | +$3.08K | ﹤0.01% | 4310 |
|
|
2022
Q2 | $261K | Sell |
9,529
-3,706
| -28% | -$102K | ﹤0.01% | 4198 |
|
|
2022
Q1 | $499K | Buy |
13,235
+1,920
| +17% | +$72.4K | ﹤0.01% | 3988 |
|
|
2021
Q4 | $702K | Buy |
11,315
+4,808
| +74% | +$298K | ﹤0.01% | 3882 |
|
|
2021
Q3 | $556K | Sell |
6,507
-68
| -1% | -$5.81K | ﹤0.01% | 3909 |
|
|
2021
Q2 | $407K | Buy |
6,575
+435
| +7% | +$26.9K | ﹤0.01% | 4111 |
|
|
2021
Q1 | $299K | Sell |
6,140
-438
| -7% | -$21.3K | ﹤0.01% | 4296 |
|
|
2020
Q4 | $205K | Buy |
6,578
+1,147
| +21% | +$35.7K | ﹤0.01% | 4137 |
|
|
2020
Q3 | $115K | Buy |
5,431
+577
| +12% | +$12.2K | ﹤0.01% | 3987 |
|
|
2020
Q2 | $63K | Buy |
4,854
+436
| +10% | +$5.66K | ﹤0.01% | 4130 |
|
|
2020
Q1 | $40K | Sell |
4,418
-106
| -2% | -$960 | ﹤0.01% | 4197 |
|
|
2019
Q4 | $46K | Hold |
4,524
| – | – | ﹤0.01% | 4265 |
|
|
2019
Q3 | $66K | Sell |
4,524
-8,343
| -65% | -$122K | ﹤0.01% | 4136 |
|
|
2019
Q2 | $199K | Sell |
12,867
-36,563
| -74% | -$565K | ﹤0.01% | 3770 |
|
|
2019
Q1 | $629K | Buy |
49,430
+15,745
| +47% | +$200K | ﹤0.01% | 3261 |
|
|
2018
Q4 | $370K | Buy |
+33,685
| New | +$370K | ﹤0.01% | 3529 |
|