OGC
Oak Grove Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,166
| Closed | -$466K | – | 73 |
|
|
2019
Q2 | $466K | Sell |
4,166
-17,534
| -81% | -$1.96M | 0.25% | 51 |
|
|
2019
Q1 | $2.2M | Buy |
21,700
+5,000
| +30% | +$506K | 1.39% | 21 |
|
|
2018
Q4 | $1.63M | Sell |
16,700
-2,400
| -13% | -$234K | 1.46% | 17 |
|
|
2018
Q3 | $2.16M | Buy |
19,100
+6,800
| +55% | +$767K | 1.86% | 15 |
|
|
2018
Q2 | $1.28M | Buy |
+12,300
| New | +$1.28M | 1.3% | 18 |
|