Live Oak Investment 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 | $416K | Buy |
1,434
+135
| +10% | +$39.1K | 0.32% | 60 |
|
|
2025
Q1 | $319K | Buy |
+1,299
| New | +$319K | 0.25% | 74 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1.61M | – | 21 |
|
|
2024
Q3 | – | Hold |
0
| – | -$1.55M | – | 24 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 21 |
|
|
2023
Q4 | – | Hold |
0
| – | -$479K | – | 53 |
|
|
2023
Q3 | – | Hold |
0
| – | -$531K | – | 63 |
|
|
2023
Q2 | – | Hold |
0
| – | -$476K | – | 58 |
|
|
2023
Q1 | – | Hold |
0
| – | -$489K | – | 63 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 58 |
|