Oak Family Advisors’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 | $8.58M | Buy |
29,591
+10,089
| +52% | +$2.92M | 2.7% | 9 |
|
|
2025
Q1 | $4.78M | Buy |
19,502
+879
| +5% | +$216K | 1.61% | 18 |
|
|
2024
Q4 | $4.46M | Buy |
18,623
+190
| +1% | +$45.5K | 1.62% | 22 |
|
|
2024
Q3 | $3.89M | Buy |
18,433
+43
| +0.2% | +$9.07K | 1.19% | 26 |
|
|
2024
Q2 | $3.72M | Buy |
18,390
+53
| +0.3% | +$10.7K | 1.27% | 27 |
|
|
2024
Q1 | $3.67M | Sell |
18,337
-136
| -0.7% | -$27.2K | 1.41% | 28 |
|
|
2023
Q4 | $3.14M | Buy |
18,473
+1,719
| +10% | +$292K | 1.32% | 27 |
|
|
2023
Q3 | $2.43M | Buy |
16,754
+1,433
| +9% | +$208K | 1.15% | 31 |
|
|
2023
Q2 | $2.23M | Buy |
15,321
+392
| +3% | +$57K | 1.06% | 32 |
|
|
2023
Q1 | $1.95M | Sell |
14,929
-1,112
| -7% | -$145K | 0.96% | 32 |
|
|
2022
Q4 | $2.15M | Buy |
16,041
+2,708
| +20% | +$363K | 1.15% | 32 |
|
|
2022
Q3 | $1.39M | Buy |
13,333
+8,114
| +155% | +$848K | 0.74% | 35 |
|
|
2022
Q2 | $588K | Buy |
5,219
+2
| +0% | +$225 | 0.3% | 60 |
|
|
2022
Q1 | $711K | Buy |
5,217
+1
| +0% | +$136 | 0.28% | 62 |
|
|
2021
Q4 | $826K | Buy |
5,216
+2,101
| +67% | +$333K | 0.31% | 63 |
|
|
2021
Q3 | $510K | Buy |
3,115
+1
| +0% | +$164 | 0.19% | 73 |
|
|
2021
Q2 | $484K | Buy |
3,114
+1
| +0% | +$155 | 0.2% | 64 |
|
|
2021
Q1 | $474K | Buy |
3,113
+273
| +10% | +$41.6K | 0.21% | 62 |
|
|
2020
Q4 | $361K | Buy |
+2,840
| New | +$361K | 0.19% | 72 |
|