Oakwell Private Wealth Management’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 | $2.16M | Buy |
7,462
+466
| +7% | +$135K | 0.5% | 20 |
|
|
2025
Q1 | $1.72M | Buy |
6,996
+523
| +8% | +$128K | 0.47% | 23 |
|
|
2024
Q4 | $1.55M | Buy |
6,473
+249
| +4% | +$59.7K | 0.44% | 26 |
|
|
2024
Q3 | $1.31M | Sell |
6,224
-120
| -2% | -$25.3K | 0.38% | 27 |
|
|
2024
Q2 | $1.28M | Buy |
6,344
+533
| +9% | +$108K | 0.36% | 30 |
|
|
2024
Q1 | $1.16M | Buy |
5,811
+481
| +9% | +$96.3K | 0.35% | 32 |
|
|
2023
Q4 | $907K | Buy |
5,330
+837
| +19% | +$142K | 0.32% | 33 |
|
|
2023
Q3 | $652K | Buy |
+4,493
| New | +$652K | 0.28% | 33 |
|