Oak Harbor Wealth Partners’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 | $3.81M | Sell |
13,130
-1,838
| -12% | -$533K | 1.03% | 25 |
|
|
2025
Q1 | $3.67M | Sell |
14,968
-1,743
| -10% | -$428K | 1.05% | 27 |
|
|
2024
Q4 | $4.01M | Sell |
16,711
-72
| -0.4% | -$17.3K | 1.16% | 21 |
|
|
2024
Q3 | $3.54M | Sell |
16,783
-806
| -5% | -$170K | 1.01% | 25 |
|
|
2024
Q2 | $3.56M | Sell |
17,589
-354
| -2% | -$71.6K | 1.12% | 21 |
|
|
2024
Q1 | $3.59M | Sell |
17,943
-49
| -0.3% | -$9.82K | 1.12% | 23 |
|
|
2023
Q4 | $3.06M | Sell |
17,992
-1,280
| -7% | -$218K | 1.03% | 28 |
|
|
2023
Q3 | $2.79M | Buy |
19,272
+14
| +0.1% | +$2.03K | 0.99% | 26 |
|
|
2023
Q2 | $2.8M | Sell |
19,258
-172
| -0.9% | -$25K | 0.96% | 30 |
|
|
2023
Q1 | $2.53M | Sell |
19,430
-513
| -3% | -$66.8K | 0.92% | 32 |
|
|
2022
Q4 | $2.67M | Buy |
19,943
+328
| +2% | +$44K | 1.02% | 30 |
|
|
2022
Q3 | $2.05M | Buy |
19,615
+1,214
| +7% | +$127K | 0.8% | 38 |
|
|
2022
Q2 | $2.07M | Buy |
18,401
+1,638
| +10% | +$184K | 0.83% | 38 |
|
|
2022
Q1 | $2.29M | Buy |
16,763
+1,486
| +10% | +$203K | 0.75% | 36 |
|
|
2021
Q4 | $2.42M | Buy |
+15,277
| New | +$2.42M | 0.83% | 34 |
|