ORI
Oak Ridge Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Hold |
1,365
| – | – | 0.03% | 155 |
|
|
2025
Q1 | $335K | Hold |
1,365
| – | – | 0.03% | 154 |
|
|
2024
Q4 | $327K | Sell |
1,365
-31
| -2% | -$7.43K | 0.03% | 160 |
|
|
2024
Q3 | $294K | Buy |
1,396
+56
| +4% | +$11.8K | 0.03% | 144 |
|
|
2024
Q2 | $271K | Buy |
1,340
+253
| +23% | +$51.2K | 0.03% | 140 |
|
|
2024
Q1 | $218K | Sell |
1,087
-479
| -31% | -$95.9K | 0.02% | 142 |
|
|
2023
Q4 | $266K | Buy |
+1,566
| New | +$266K | 0.03% | 144 |
|
|
2023
Q3 | – | Sell |
-1,524
| Closed | -$222K | – | 147 |
|
|
2023
Q2 | $222K | Sell |
1,524
-126
| -8% | -$18.3K | 0.03% | 145 |
|
|
2023
Q1 | $215K | Sell |
1,650
-248
| -13% | -$32.3K | 0.03% | 144 |
|
|
2022
Q4 | $255K | Buy |
+1,898
| New | +$255K | 0.04% | 144 |
|
|
2022
Q2 | – | Sell |
-1,842
| Closed | -$251K | – | 160 |
|
|
2022
Q1 | $251K | Sell |
1,842
-3,850
| -68% | -$525K | 0.03% | 154 |
|
|
2021
Q4 | $902K | Sell |
5,692
-1,074
| -16% | -$170K | 0.08% | 140 |
|
|
2021
Q3 | $1.11M | Hold |
6,766
| – | – | 0.1% | 137 |
|
|
2021
Q2 | $1.05M | Hold |
6,766
| – | – | 0.09% | 140 |
|
|
2021
Q1 | $1.03M | Hold |
6,766
| – | – | 0.1% | 133 |
|
|
2020
Q4 | $860K | Sell |
6,766
-416
| -6% | -$52.9K | 0.08% | 152 |
|
|
2020
Q3 | $691K | Sell |
7,182
-53
| -0.7% | -$5.1K | 0.05% | 154 |
|
|
2020
Q2 | $680K | Sell |
7,235
-1,009
| -12% | -$94.8K | 0.06% | 151 |
|
|
2020
Q1 | $742K | Sell |
8,244
-717
| -8% | -$64.5K | 0.08% | 133 |
|
|
2019
Q4 | $1.25M | Sell |
8,961
-742
| -8% | -$103K | 0.09% | 122 |
|
|
2019
Q3 | $1.14M | Hold |
9,703
| – | – | 0.09% | 125 |
|
|
2019
Q2 | $1.09M | Sell |
9,703
-36
| -0.4% | -$4.03K | 0.08% | 125 |
|
|
2019
Q1 | $986K | Hold |
9,739
| – | – | 0.06% | 142 |
|
|
2018
Q4 | $951K | Hold |
9,739
| – | – | 0.07% | 141 |
|
|
2018
Q3 | $1.1M | Buy |
9,739
+1,053
| +12% | +$119K | 0.06% | 136 |
|
|
2018
Q2 | $905K | Hold |
8,686
| – | – | 0.05% | 134 |
|
|
2018
Q1 | $955K | Sell |
8,686
-88
| -1% | -$9.68K | 0.05% | 140 |
|
|
2017
Q4 | $938K | Hold |
8,774
| – | – | 0.04% | 140 |
|
|
2017
Q3 | $838K | Buy |
8,774
+4,539
| +107% | +$434K | 0.03% | 136 |
|
|
2017
Q2 | $387K | Buy |
4,235
+1,227
| +41% | +$112K | 0.01% | 142 |
|
|
2017
Q1 | $264K | Sell |
3,008
-1,227
| -29% | -$108K | 0.01% | 140 |
|
|
2016
Q4 | $365K | Buy |
4,235
+6
| +0.1% | +$517 | 0.01% | 136 |
|
|
2016
Q3 | $282K | Buy |
4,229
+5
| +0.1% | +$333 | 0.01% | 134 |
|
|
2016
Q2 | $262K | Sell |
4,224
-10
| -0.2% | -$620 | 0.01% | 133 |
|
|
2016
Q1 | $251K | Sell |
4,234
-83
| -2% | -$4.92K | 0.01% | 131 |
|
|
2015
Q4 | $285K | Hold |
4,317
| – | – | 0.01% | 135 |
|
|
2015
Q3 | $263K | Buy |
4,317
+7
| +0.2% | +$426 | 0.01% | 137 |
|
|
2015
Q2 | $292K | Buy |
4,310
+13
| +0.3% | +$881 | 0.01% | 135 |
|
|
2015
Q1 | $260K | Buy |
4,297
+17
| +0.4% | +$1.03K | 0.01% | 138 |
|
|
2014
Q4 | $268K | Sell |
4,280
-29
| -0.7% | -$1.82K | 0.01% | 137 |
|
|
2014
Q3 | $260K | Hold |
4,309
| – | – | 0.01% | 134 |
|
|
2014
Q2 | $248K | Hold |
4,309
| – | – | 0.01% | 136 |
|
|
2014
Q1 | $262K | Hold |
4,309
| – | – | 0.01% | 134 |
|
|
2013
Q4 | $252K | Buy |
4,309
+22
| +0.5% | +$1.29K | 0.01% | 127 |
|
|
2013
Q3 | $222K | Buy |
4,287
+227
| +6% | +$11.8K | 0.01% | 126 |
|
|
2013
Q2 | $214K | Buy |
+4,060
| New | +$214K | 0.01% | 124 |
|