Oak Family Advisors’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 | $9.38M | Buy |
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|
2025
Q2 | $8.58M | Buy |
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|
2025
Q1 | $4.78M | Buy |
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|
2024
Q4 | $4.46M | Buy |
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|
2024
Q3 | $3.89M | Buy |
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|
2024
Q2 | $3.72M | Buy |
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|
2024
Q1 | $3.67M | Sell |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $2.43M | Buy |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $1.95M | Sell |
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|
2022
Q4 | $2.15M | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $588K | Buy |
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|
2022
Q1 | $711K | Buy |
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|
2021
Q4 | $826K | Buy |
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|
2021
Q3 | $510K | Buy |
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|
2021
Q2 | $484K | Buy |
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|
2021
Q1 | $474K | Buy |
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|
2020
Q4 | $361K | Buy |
|