Oakwood Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $13.3M | Sell |
85,809
-3,198
| -4% | -$497K | 3.44% | 7 |
|
|
2021
Q1 | $13.6M | Sell |
89,007
-2,967
| -3% | -$452K | 3.99% | 6 |
|
|
2020
Q4 | $11.7M | Sell |
91,974
-1,334
| -1% | -$170K | 3.56% | 7 |
|
|
2020
Q3 | $8.98M | Sell |
93,308
-1,965
| -2% | -$189K | 3.32% | 7 |
|
|
2020
Q2 | $8.96M | Buy |
95,273
+2,608
| +3% | +$245K | 3.73% | 6 |
|
|
2020
Q1 | $8.34M | Buy |
92,665
+925
| +1% | +$83.3K | 4.41% | 6 |
|
|
2019
Q4 | $12.8M | Sell |
91,740
-2,551
| -3% | -$356K | 5.32% | 3 |
|
|
2019
Q3 | $11.1M | Sell |
94,291
-1,823
| -2% | -$215K | 4.91% | 3 |
|
|
2019
Q2 | $10.7M | Buy |
96,114
+1,898
| +2% | +$212K | 4.61% | 3 |
|
|
2019
Q1 | $9.54M | Sell |
94,216
-2,208
| -2% | -$224K | 4% | 5 |
|
|
2018
Q4 | $9.41M | Sell |
96,424
-30
| -0% | -$2.93K | 4.41% | 3 |
|
|
2018
Q3 | $10.9M | Buy |
96,454
+965
| +1% | +$109K | 4.41% | 4 |
|
|
2018
Q2 | $9.95M | Sell |
95,489
-2,530
| -3% | -$264K | 4.19% | 4 |
|
|
2018
Q1 | $10.8M | Sell |
98,019
-1,442
| -1% | -$159K | 4.6% | 2 |
|
|
2017
Q4 | $10.6M | Sell |
99,461
-3,045
| -3% | -$326K | 2.35% | 10 |
|
|
2017
Q3 | $9.79M | Sell |
102,506
-455
| -0.4% | -$43.5K | 2.29% | 10 |
|
|
2017
Q2 | $9.41M | Sell |
102,961
-3,367
| -3% | -$308K | 2.32% | 10 |
|
|
2017
Q1 | $9.34M | Buy |
106,328
+14
| +0% | +$1.23K | 2.33% | 9 |
|
|
2016
Q4 | $9.17M | Sell |
106,314
-4,011
| -4% | -$346K | 2.35% | 9 |
|
|
2016
Q3 | $7.35M | Sell |
110,325
-1,740
| -2% | -$116K | 1.89% | 11 |
|
|
2016
Q2 | $6.96M | Sell |
112,065
-2,235
| -2% | -$139K | 1.82% | 13 |
|
|
2016
Q1 | $6.77M | Buy |
114,300
+4,989
| +5% | +$295K | 1.79% | 19 |
|
|
2015
Q4 | $7.22M | Buy |
109,311
+2,161
| +2% | +$143K | 1.94% | 12 |
|
|
2015
Q3 | $6.53M | Buy |
107,150
+4,680
| +5% | +$285K | 1.82% | 15 |
|
|
2015
Q2 | $6.94M | Buy |
102,470
+3,885
| +4% | +$263K | 1.81% | 13 |
|
|
2015
Q1 | $5.97M | Buy |
98,585
+2,122
| +2% | +$129K | 1.64% | 19 |
|
|
2014
Q4 | $6.04M | Buy |
96,463
+855
| +0.9% | +$53.5K | 1.72% | 17 |
|
|
2014
Q3 | $5.76M | Buy |
95,608
+4,273
| +5% | +$257K | 1.68% | 14 |
|
|
2014
Q2 | $5.26M | Buy |
91,335
+8,624
| +10% | +$497K | 1.59% | 17 |
|
|
2014
Q1 | $5.02M | Buy |
82,711
+1,094
| +1% | +$66.4K | 1.65% | 19 |
|
|
2013
Q4 | $4.77M | Sell |
81,617
-105
| -0.1% | -$6.14K | 1.59% | 16 |
|
|
2013
Q3 | $4.22M | Buy |
81,722
+3,930
| +5% | +$203K | 1.54% | 17 |
|
|
2013
Q2 | $4.11M | Buy |
+77,792
| New | +$4.11M | 1.62% | 13 |
|