Live Oak Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.4M | Sell |
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|
2025
Q2 | $15.1M | Buy |
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|
2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $12.5M | Sell |
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|
2024
Q3 | $11.2M | Sell |
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|
2024
Q2 | $12.6M | Sell |
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|
2024
Q1 | $12.7M | Sell |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $9.26M | Sell |
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|
2023
Q2 | $9.32M | Buy |
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|
2023
Q1 | $8.33M | Buy |
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|
2022
Q4 | $8.05M | Buy |
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|
2022
Q3 | $6.18M | Buy |
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|
2022
Q2 | $6.45M | Buy |
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|
2022
Q1 | $7.43M | Buy |
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|
2021
Q4 | $7.81M | Buy |
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|
2021
Q3 | $8.01M | Buy |
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|
2021
Q2 | $6.65M | Buy |
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|
2021
Q1 | $6.32M | Buy |
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|
2020
Q4 | $5.03M | Buy |
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|
2020
Q3 | $3.64M | Buy |
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|
2020
Q2 | $3.47M | Buy |
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|
2020
Q1 | $741K | Buy |
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|
2019
Q4 | $1.01M | Buy |
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