OC
Oakworth Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.1M | Buy |
200,377
+1,550
| +0.8% | +$449K | 3.74% | 8 |
|
|
2025
Q1 | $48.8M | Sell |
198,827
-1,135
| -0.6% | -$278K | 3.4% | 8 |
|
|
2024
Q4 | $47.9M | Buy |
199,962
+1,409
| +0.7% | +$338K | 3.3% | 9 |
|
|
2024
Q3 | $41.9M | Sell |
198,553
-6,623
| -3% | -$1.4M | 2.9% | 9 |
|
|
2024
Q2 | $41.5M | Buy |
205,176
+4,803
| +2% | +$971K | 3.03% | 9 |
|
|
2024
Q1 | $40.1M | Sell |
200,373
-1,821
| -0.9% | -$365K | 3.02% | 8 |
|
|
2023
Q4 | $34.4M | Sell |
202,194
-2,503
| -1% | -$426K | 2.76% | 10 |
|
|
2023
Q3 | $29.7M | Sell |
204,697
-7,481
| -4% | -$1.08M | 2.7% | 11 |
|
|
2023
Q2 | $30.9M | Sell |
212,178
-3,879
| -2% | -$564K | 2.62% | 11 |
|
|
2023
Q1 | $28.2M | Buy |
216,057
+824
| +0.4% | +$107K | 2.52% | 10 |
|
|
2022
Q4 | $28.9M | Buy |
215,233
+1,320
| +0.6% | +$177K | 2.77% | 8 |
|
|
2022
Q3 | $22.4M | Buy |
213,913
+2,242
| +1% | +$234K | 2.47% | 8 |
|
|
2022
Q2 | $23.8M | Buy |
211,671
+8,314
| +4% | +$936K | 2.4% | 10 |
|
|
2022
Q1 | $27.7M | Buy |
203,357
+15,180
| +8% | +$2.07M | 2.39% | 10 |
|
|
2021
Q4 | $29.8M | Buy |
188,177
+5,373
| +3% | +$851K | 2.53% | 10 |
|
|
2021
Q3 | $29.9M | Buy |
182,804
+4,031
| +2% | +$660K | 2.89% | 10 |
|
|
2021
Q2 | $27.8M | Buy |
178,773
+3,855
| +2% | +$600K | 2.77% | 10 |
|
|
2021
Q1 | $26.6M | Buy |
174,918
+8,230
| +5% | +$1.25M | 3.02% | 9 |
|
|
2020
Q4 | $21.2M | Buy |
166,688
+9,404
| +6% | +$1.19M | 2.74% | 11 |
|
|
2020
Q3 | $15.1M | Buy |
157,284
+4,709
| +3% | +$453K | 2.46% | 10 |
|
|
2020
Q2 | $14.4M | Buy |
152,575
+27,473
| +22% | +$2.58M | 2.58% | 10 |
|
|
2020
Q1 | $11.3M | Buy |
125,102
+2,889
| +2% | +$260K | 2.65% | 10 |
|
|
2019
Q4 | $16.7M | Buy |
122,213
+2,454
| +2% | +$336K | 2.94% | 9 |
|
|
2019
Q3 | $14.1M | Sell |
119,759
-405
| -0.3% | -$47.7K | 2.73% | 9 |
|
|
2019
Q2 | $13.4M | Buy |
120,164
+4,616
| +4% | +$516K | 2.56% | 9 |
|
|
2019
Q1 | $11.7M | Sell |
115,548
-2,395
| -2% | -$242K | 2.4% | 10 |
|
|
2018
Q4 | $11.5M | Buy |
117,943
+4,164
| +4% | +$406K | 2.62% | 10 |
|
|
2018
Q3 | $12.8M | Buy |
113,779
+2,559
| +2% | +$289K | 2.57% | 9 |
|
|
2018
Q2 | $11.6M | Buy |
111,220
+1,503
| +1% | +$157K | 2.41% | 9 |
|
|
2018
Q1 | $11.9M | Sell |
109,717
-1,101
| -1% | -$120K | 2.85% | 6 |
|
|
2017
Q4 | $11.6M | Buy |
110,818
+7,668
| +7% | +$801K | 2.73% | 7 |
|
|
2017
Q3 | $9.38M | Buy |
103,150
+3,331
| +3% | +$303K | 2.41% | 7 |
|
|
2017
Q2 | $9.12M | Buy |
99,819
+3,294
| +3% | +$301K | 2.5% | 7 |
|
|
2017
Q1 | $8.48M | Buy |
96,525
+7,706
| +9% | +$677K | 2.45% | 7 |
|
|
2016
Q4 | $7.12M | Buy |
88,819
+3,947
| +5% | +$316K | 2.34% | 7 |
|
|
2016
Q3 | $5.65M | Buy |
84,872
+6,105
| +8% | +$407K | 1.96% | 11 |
|
|
2016
Q2 | $5.14M | Buy |
78,767
+3,004
| +4% | +$196K | 1.92% | 11 |
|
|
2016
Q1 | $4.49M | Buy |
75,763
+408
| +0.5% | +$24.2K | 1.79% | 10 |
|
|
2015
Q4 | $4.98M | Buy |
75,355
+15,125
| +25% | +$999K | 2.07% | 8 |
|
|
2015
Q3 | $3.67M | Buy |
60,230
+14,020
| +30% | +$855K | 1.93% | 11 |
|
|
2015
Q2 | $3.17M | Buy |
46,210
+2,096
| +5% | +$144K | 1.5% | 13 |
|
|
2015
Q1 | $2.79M | Buy |
44,114
+2,177
| +5% | +$138K | 1.29% | 16 |
|
|
2014
Q4 | $2.62M | Buy |
41,937
+50
| +0.1% | +$3.13K | 1.36% | 16 |
|
|
2014
Q3 | $2.49M | Buy |
41,887
+510
| +1% | +$30.3K | 1.46% | 15 |
|
|
2014
Q2 | $2.38M | Buy |
41,377
+1,527
| +4% | +$88K | 1.45% | 16 |
|
|
2014
Q1 | $2.42M | Buy |
39,850
+1,302
| +3% | +$79K | 1.58% | 16 |
|
|
2013
Q4 | $2.25M | Buy |
+38,548
| New | +$2.25M | 1.59% | 19 |
|