OC
Oarsman Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
8,757
-177
| -2% | -$51.3K | 0.4% | 47 |
|
|
2025
Q1 | $2.19M | Buy |
8,934
+495
| +6% | +$121K | 0.39% | 52 |
|
|
2024
Q4 | $2.02M | Sell |
8,439
-113
| -1% | -$27.1K | 0.35% | 56 |
|
|
2024
Q3 | $1.8M | Buy |
8,552
+184
| +2% | +$38.8K | 0.33% | 59 |
|
|
2024
Q2 | $1.69M | Buy |
8,368
+136
| +2% | +$27.5K | 0.37% | 58 |
|
|
2024
Q1 | $1.65M | Sell |
8,232
-2,776
| -25% | -$556K | 0.39% | 59 |
|
|
2023
Q4 | $1.87M | Buy |
11,008
+59
| +0.5% | +$10K | 0.5% | 49 |
|
|
2023
Q3 | $1.59M | Buy |
10,949
+165
| +2% | +$23.9K | 0.66% | 41 |
|
|
2023
Q2 | $1.57M | Sell |
10,784
-2,436
| -18% | -$354K | 0.69% | 44 |
|
|
2023
Q1 | $1.72M | Sell |
13,220
-1,395
| -10% | -$182K | 0.81% | 33 |
|
|
2022
Q4 | $1.96M | Sell |
14,615
-4,762
| -25% | -$639K | 1% | 23 |
|
|
2022
Q3 | $2.03M | Sell |
19,377
-127
| -0.7% | -$13.3K | 1.09% | 20 |
|
|
2022
Q2 | $2.2M | Sell |
19,504
-412
| -2% | -$46.4K | 1.09% | 23 |
|
|
2022
Q1 | $2.72M | Sell |
19,916
-173
| -0.9% | -$23.6K | 1.06% | 23 |
|
|
2021
Q4 | $3.18M | Sell |
20,089
-812
| -4% | -$129K | 1.25% | 18 |
|
|
2021
Q3 | $3.42M | Sell |
20,901
-928
| -4% | -$152K | 1.38% | 14 |
|
|
2021
Q2 | $3.4M | Sell |
21,829
-2,092
| -9% | -$325K | 1.35% | 14 |
|
|
2021
Q1 | $3.64M | Sell |
23,921
-3,632
| -13% | -$553K | 1.58% | 13 |
|
|
2020
Q4 | $3.5M | Sell |
27,553
-660
| -2% | -$83.9K | 1.36% | 18 |
|
|
2020
Q3 | $2.72M | Sell |
28,213
-159
| -0.6% | -$15.3K | 1.22% | 22 |
|
|
2020
Q2 | $2.67M | Buy |
28,372
+11,331
| +66% | +$1.07M | 1.32% | 19 |
|
|
2020
Q1 | $1.53M | Sell |
17,041
-7,916
| -32% | -$713K | 1.42% | 25 |
|
|
2019
Q4 | $3.48M | Sell |
24,957
-6,580
| -21% | -$917K | 1.59% | 14 |
|
|
2019
Q3 | $3.71M | Sell |
31,537
-2,635
| -8% | -$310K | 1.77% | 10 |
|
|
2019
Q2 | $3.82M | Sell |
34,172
-911
| -3% | -$102K | 1.73% | 13 |
|
|
2019
Q1 | $3.55M | Buy |
35,083
+458
| +1% | +$46.4K | 1.69% | 13 |
|
|
2018
Q4 | $3.38M | Sell |
34,625
-4,676
| -12% | -$456K | 1.73% | 13 |
|
|
2018
Q3 | $4.44M | Buy |
39,301
+5,575
| +17% | +$629K | 1.79% | 11 |
|
|
2018
Q2 | $3.51M | Sell |
33,726
-3,785
| -10% | -$394K | 1.6% | 17 |
|
|
2018
Q1 | $4.13M | Buy |
37,511
+337
| +0.9% | +$37.1K | 1.88% | 10 |
|
|
2017
Q4 | $3.98M | Buy |
37,174
+754
| +2% | +$80.6K | 1.71% | 13 |
|
|
2017
Q3 | $3.48M | Buy |
36,420
+752
| +2% | +$71.8K | 1.47% | 17 |
|
|
2017
Q2 | $3.26M | Buy |
35,668
+1,138
| +3% | +$104K | 1.49% | 16 |
|
|
2017
Q1 | $3.03M | Buy |
34,530
+2,585
| +8% | +$227K | 1.41% | 20 |
|
|
2016
Q4 | $2.76M | Sell |
31,945
-11,077
| -26% | -$956K | 1.78% | 9 |
|
|
2016
Q3 | $2.87M | Sell |
43,022
-648
| -1% | -$43.2K | 1.46% | 16 |
|
|
2016
Q2 | $2.71M | Sell |
43,670
-50
| -0.1% | -$3.11K | 1.41% | 17 |
|
|
2016
Q1 | $2.59M | Sell |
43,720
-804
| -2% | -$47.6K | 1.38% | 14 |
|
|
2015
Q4 | $2.94M | Sell |
44,524
-478
| -1% | -$31.6K | 1.65% | 8 |
|
|
2015
Q3 | $2.74M | Buy |
45,002
+28,342
| +170% | +$1.73M | 1.62% | 9 |
|
|
2015
Q2 | $1.13M | Buy |
16,660
+1,070
| +7% | +$72.5K | 0.77% | 43 |
|
|
2015
Q1 | $944K | Sell |
15,590
-471
| -3% | -$28.5K | 0.65% | 53 |
|
|
2014
Q4 | $1.01M | Buy |
16,061
+556
| +4% | +$34.8K | 0.72% | 49 |
|
|
2014
Q3 | $934K | Sell |
15,505
-423
| -3% | -$25.5K | 0.69% | 50 |
|
|
2014
Q2 | $918K | Buy |
15,928
+386
| +2% | +$22.2K | 0.67% | 54 |
|
|
2014
Q1 | $944K | Sell |
15,542
-94
| -0.6% | -$5.71K | 0.73% | 48 |
|
|
2013
Q4 | $914K | Sell |
15,636
-150
| -1% | -$8.77K | 0.73% | 48 |
|
|
2013
Q3 | $816K | Buy |
15,786
+2,510
| +19% | +$130K | 0.71% | 49 |
|
|
2013
Q2 | $701K | Buy |
+13,276
| New | +$701K | 0.66% | 52 |
|