Oak Asset Management’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 | $5.24M | Sell |
18,088
-80
| -0.4% | -$23.2K | 1.88% | 14 |
|
|
2025
Q1 | $4.46M | Buy |
18,168
+101
| +0.6% | +$24.8K | 1.63% | 17 |
|
|
2024
Q4 | $4.33M | Sell |
18,067
-151
| -0.8% | -$36.2K | 1.6% | 15 |
|
|
2024
Q3 | $3.84M | Sell |
18,218
-706
| -4% | -$149K | 1.36% | 22 |
|
|
2024
Q2 | $3.83M | Sell |
18,924
-25
| -0.1% | -$5.06K | 1.4% | 20 |
|
|
2024
Q1 | $3.8M | Sell |
18,949
-60
| -0.3% | -$12K | 1.42% | 22 |
|
|
2023
Q4 | $3.23M | Sell |
19,009
-586
| -3% | -$99.7K | 1.29% | 26 |
|
|
2023
Q3 | $2.84M | Sell |
19,595
-35
| -0.2% | -$5.08K | 1.22% | 27 |
|
|
2023
Q2 | $2.85M | Buy |
19,630
+50
| +0.3% | +$7.27K | 1.18% | 29 |
|
|
2023
Q1 | $2.55M | Sell |
19,580
-124
| -0.6% | -$16.2K | 1.1% | 30 |
|
|
2022
Q4 | $2.64M | Sell |
19,704
-214
| -1% | -$28.7K | 1.19% | 28 |
|
|
2022
Q3 | $2.08M | Buy |
+19,918
| New | +$2.08M | 1.01% | 31 |
|
|
2022
Q2 | – | Sell |
-16,782
| Closed | -$2.29M | – | 119 |
|
|
2022
Q1 | $2.29M | Buy |
16,782
+1,021
| +6% | +$139K | 0.91% | 38 |
|
|
2021
Q4 | $2.5M | Buy |
15,761
+225
| +1% | +$35.6K | 0.95% | 38 |
|
|
2021
Q3 | $2.59M | Sell |
15,536
-150
| -1% | -$25K | 1.08% | 36 |
|
|
2021
Q2 | $2.44M | Buy |
15,686
+160
| +1% | +$24.9K | 1.03% | 37 |
|
|
2021
Q1 | $2.36M | Sell |
15,526
-673
| -4% | -$102K | 1.27% | 33 |
|
|
2020
Q4 | $2.06M | Hold |
16,199
| – | – | 1% | 36 |
|
|
2020
Q3 | $1.67M | Buy |
16,199
+392
| +2% | +$40.3K | 0.88% | 36 |
|
|
2020
Q2 | $1.49M | Buy |
15,807
+1,026
| +7% | +$96.5K | 0.88% | 39 |
|
|
2020
Q1 | $1.33M | Sell |
14,781
-1,036
| -7% | -$93.3K | 0.97% | 39 |
|
|
2019
Q4 | $2.21M | Sell |
15,817
-93
| -0.6% | -$13K | 1.23% | 27 |
|
|
2019
Q3 | $1.87M | Sell |
15,910
-27
| -0.2% | -$3.18K | 1.13% | 30 |
|
|
2019
Q2 | $1.82M | Buy |
15,937
+887
| +6% | +$101K | 1.13% | 33 |
|
|
2019
Q1 | $1.52M | Buy |
15,050
+4,047
| +37% | +$410K | 1.01% | 34 |
|
|
2018
Q4 | $1.07M | Hold |
11,003
| – | – | 0.79% | 42 |
|
|
2018
Q3 | $1.24M | Hold |
11,003
| – | – | 0.75% | 41 |
|
|
2018
Q2 | $1.15M | Buy |
11,003
+89
| +0.8% | +$9.28K | 0.78% | 40 |
|
|
2018
Q1 | $1.2M | Sell |
10,914
-340
| -3% | -$37.4K | 0.93% | 35 |
|
|
2017
Q4 | $1.2M | Buy |
+11,254
| New | +$1.2M | 0.92% | 31 |
|