Oak Harvest Investment Services’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 | $25.4M | Sell |
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|
2025
Q2 | $28.7M | Sell |
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|
2025
Q1 | $24.4M | Buy |
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|
2024
Q4 | $22.9M | Sell |
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|
2024
Q3 | $21.1M | Buy |
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|
2024
Q2 | $18.4M | Buy |
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|
2024
Q1 | $17.6M | Buy |
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|
2023
Q4 | $14.3M | Sell |
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|
2023
Q3 | $16.1M | Buy |
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|
2023
Q2 | $15.8M | Buy |
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|
2023
Q1 | $8.82M | Buy |
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|
2022
Q4 | $8.53M | Sell |
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|
2022
Q3 | $6.93M | Buy |
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|
2022
Q2 | $7.29M | Buy |
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|
2022
Q1 | $8.43M | Buy |
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|
2021
Q4 | $9.23M | Buy |
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|
2021
Q3 | $9.53M | Buy |
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|
2021
Q2 | $8.44M | Buy |
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|
2021
Q1 | $8.04M | Buy |
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|
2020
Q4 | $6.46M | Buy |
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