LOPW
Live Oak Private Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
52,058
+258
| +0.5% | +$74.8K | 2.25% | 8 |
|
|
2025
Q1 | $12.7M | Sell |
51,800
-243
| -0.5% | -$59.6K | 2.06% | 10 |
|
|
2024
Q4 | $12.5M | Sell |
52,043
-1,173
| -2% | -$281K | 2.1% | 10 |
|
|
2024
Q3 | $11.2M | Sell |
53,216
-9,050
| -15% | -$1.91M | 1.82% | 14 |
|
|
2024
Q2 | $12.6M | Sell |
62,266
-1,179
| -2% | -$238K | 2.17% | 9 |
|
|
2024
Q1 | $12.7M | Sell |
63,445
-786
| -1% | -$157K | 2.2% | 10 |
|
|
2023
Q4 | $10.9M | Buy |
64,231
+349
| +0.5% | +$59.4K | 2.05% | 11 |
|
|
2023
Q3 | $9.26M | Sell |
63,882
-229
| -0.4% | -$33.2K | 1.97% | 11 |
|
|
2023
Q2 | $9.32M | Buy |
64,111
+205
| +0.3% | +$29.8K | 1.86% | 13 |
|
|
2023
Q1 | $8.33M | Buy |
63,906
+3,897
| +6% | +$508K | 1.72% | 16 |
|
|
2022
Q4 | $8.05M | Buy |
60,009
+878
| +1% | +$118K | 1.66% | 18 |
|
|
2022
Q3 | $6.18M | Buy |
59,131
+1,873
| +3% | +$196K | 1.39% | 25 |
|
|
2022
Q2 | $6.45M | Buy |
57,258
+2,746
| +5% | +$309K | 1.36% | 20 |
|
|
2022
Q1 | $7.43M | Buy |
54,512
+5,204
| +11% | +$709K | 1.44% | 20 |
|
|
2021
Q4 | $7.81M | Buy |
49,308
+351
| +0.7% | +$55.6K | 1.46% | 21 |
|
|
2021
Q3 | $8.01M | Buy |
48,957
+6,193
| +14% | +$1.01M | 1.63% | 16 |
|
|
2021
Q2 | $6.65M | Buy |
42,764
+1,268
| +3% | +$197K | 1.47% | 21 |
|
|
2021
Q1 | $6.32M | Buy |
41,496
+1,933
| +5% | +$294K | 1.55% | 20 |
|
|
2020
Q4 | $5.03M | Buy |
39,563
+1,724
| +5% | +$219K | 1.41% | 29 |
|
|
2020
Q3 | $3.64M | Buy |
37,839
+983
| +3% | +$94.6K | 1.25% | 37 |
|
|
2020
Q2 | $3.47M | Buy |
36,856
+28,623
| +348% | +$2.69M | 1.26% | 36 |
|
|
2020
Q1 | $741K | Buy |
8,233
+987
| +14% | +$88.8K | 0.76% | 30 |
|
|
2019
Q4 | $1.01M | Buy |
+7,246
| New | +$1.01M | 0.98% | 27 |
|