Oak Ridge Investments’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
Q2 | $396K | Hold |
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|
2025
Q1 | $335K | Hold |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $271K | Buy |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $902K | Sell |
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|
2021
Q3 | $1.11M | Hold |
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|
2021
Q2 | $1.05M | Hold |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $860K | Sell |
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|
2020
Q3 | $691K | Sell |
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|
2020
Q2 | $680K | Sell |
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|
2020
Q1 | $742K | Sell |
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|
2019
Q4 | $1.25M | Sell |
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|
2019
Q3 | $1.14M | Hold |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $986K | Hold |
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|
2018
Q4 | $951K | Hold |
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|
2018
Q3 | $1.1M | Buy |
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|
2018
Q2 | $905K | Hold |
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|
2018
Q1 | $955K | Sell |
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|
2017
Q4 | $938K | Hold |
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|
2017
Q3 | $838K | Buy |
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|
2017
Q2 | $387K | Buy |
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|
2017
Q1 | $264K | Sell |
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|
2016
Q4 | $365K | Buy |
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|
2016
Q3 | $282K | Buy |
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|
2016
Q2 | $262K | Sell |
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|
2016
Q1 | $251K | Sell |
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|
2015
Q4 | $285K | Hold |
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|
2015
Q3 | $263K | Buy |
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|
2015
Q2 | $292K | Buy |
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|
2015
Q1 | $260K | Buy |
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|
2014
Q4 | $268K | Sell |
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|
2014
Q3 | $260K | Hold |
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|
2014
Q2 | $248K | Hold |
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|
2014
Q1 | $262K | Hold |
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|
2013
Q4 | $252K | Buy |
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|
2013
Q3 | $222K | Buy |
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|
2013
Q2 | $214K | Buy |
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