Oak Harvest Investment Services’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 | $28.7M | Sell |
99,057
-285
| -0.3% | -$82.6K | 3.6% | 3 |
|
|
2025
Q1 | $24.4M | Buy |
99,342
+3,855
| +4% | +$946K | 3.4% | 4 |
|
|
2024
Q4 | $22.9M | Sell |
95,487
-4,434
| -4% | -$1.06M | 3.19% | 5 |
|
|
2024
Q3 | $21.1M | Buy |
99,921
+8,805
| +10% | +$1.86M | 3.02% | 5 |
|
|
2024
Q2 | $18.4M | Buy |
91,116
+3,067
| +3% | +$620K | 2.86% | 5 |
|
|
2024
Q1 | $17.6M | Buy |
88,049
+3,800
| +5% | +$761K | 2.88% | 5 |
|
|
2023
Q4 | $14.3M | Sell |
84,249
-26,466
| -24% | -$4.5M | 2.86% | 5 |
|
|
2023
Q3 | $16.1M | Buy |
110,715
+1,915
| +2% | +$278K | 3.4% | 5 |
|
|
2023
Q2 | $15.8M | Buy |
108,800
+41,150
| +61% | +$5.98M | 3.55% | 4 |
|
|
2023
Q1 | $8.82M | Buy |
67,650
+4,070
| +6% | +$530K | 2.03% | 9 |
|
|
2022
Q4 | $8.53M | Sell |
63,580
-2,735
| -4% | -$367K | 2.22% | 10 |
|
|
2022
Q3 | $6.93M | Buy |
66,315
+1,555
| +2% | +$162K | 1.85% | 11 |
|
|
2022
Q2 | $7.29M | Buy |
64,760
+2,931
| +5% | +$330K | 1.97% | 12 |
|
|
2022
Q1 | $8.43M | Buy |
61,829
+3,516
| +6% | +$479K | 2.09% | 10 |
|
|
2021
Q4 | $9.23M | Buy |
58,313
+91
| +0.2% | +$14.4K | 2.29% | 6 |
|
|
2021
Q3 | $9.53M | Buy |
58,222
+3,969
| +7% | +$650K | 2.78% | 5 |
|
|
2021
Q2 | $8.44M | Buy |
54,253
+1,438
| +3% | +$224K | 2.78% | 5 |
|
|
2021
Q1 | $8.04M | Buy |
52,815
+2,014
| +4% | +$307K | 3.08% | 5 |
|
|
2020
Q4 | $6.46M | Buy |
+50,801
| New | +$6.46M | 2.77% | 6 |
|