OHWA
Oak Hill Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
11,061
+101
| +0.9% | +$28.6K | 0.65% | 28 |
|
|
2025
Q1 | $2.69M | Buy |
10,960
+628
| +6% | +$154K | 0.62% | 29 |
|
|
2024
Q4 | $2.48M | Buy |
+10,332
| New | +$2.48M | 0.59% | 30 |
|
|
2024
Q3 | – | Sell |
-11,481
| Closed | -$2.32M | – | 59 |
|
|
2024
Q2 | $2.32M | Buy |
+11,481
| New | +$2.32M | 0.7% | 24 |
|
|
2024
Q1 | – | Sell |
-11,628
| Closed | -$1.98M | – | 51 |
|
|
2023
Q4 | $1.98M | Buy |
11,628
+3
| +0% | +$510 | 0.68% | 19 |
|
|
2023
Q3 | $1.69M | Buy |
11,625
+64
| +0.6% | +$9.28K | 0.65% | 21 |
|
|
2023
Q2 | $1.68M | Buy |
11,561
+3
| +0% | +$436 | 0.62% | 21 |
|
|
2023
Q1 | $1.51M | Sell |
11,558
-297
| -3% | -$38.7K | 0.59% | 25 |
|
|
2022
Q4 | $1.59M | Buy |
+11,855
| New | +$1.59M | 0.66% | 24 |
|