Obermeyer Wealth Partners’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 | $9.93M | Buy |
34,253
+1,018
| +3% | +$295K | 0.49% | 44 |
|
|
2025
Q1 | $8.15M | Sell |
33,235
-1,387
| -4% | -$340K | 0.44% | 46 |
|
|
2024
Q4 | $8.3M | Buy |
34,622
+644
| +2% | +$154K | 0.43% | 45 |
|
|
2024
Q3 | $7.16M | Sell |
33,978
-142
| -0.4% | -$29.9K | 0.38% | 47 |
|
|
2024
Q2 | $6.9M | Buy |
34,120
+1,147
| +3% | +$232K | 0.4% | 45 |
|
|
2024
Q1 | $6.6M | Buy |
32,973
+14,015
| +74% | +$2.81M | 0.39% | 42 |
|
|
2023
Q4 | $3.22M | Buy |
18,958
+387
| +2% | +$65.8K | 0.22% | 41 |
|
|
2023
Q3 | $2.69M | Buy |
18,571
+45
| +0.2% | +$6.53K | 0.2% | 38 |
|
|
2023
Q2 | $2.69M | Sell |
18,526
-776
| -4% | -$113K | 0.19% | 40 |
|
|
2023
Q1 | $2.52M | Buy |
19,302
+581
| +3% | +$75.7K | 0.19% | 44 |
|
|
2022
Q4 | $2.51M | Buy |
18,721
+1,528
| +9% | +$205K | 0.19% | 45 |
|
|
2022
Q3 | $1.8M | Sell |
17,193
-2,088
| -11% | -$218K | 0.15% | 50 |
|
|
2022
Q2 | $2.17M | Buy |
19,281
+100
| +0.5% | +$11.3K | 0.16% | 45 |
|
|
2022
Q1 | $2.62M | Buy |
19,181
+1,246
| +7% | +$170K | 0.16% | 48 |
|
|
2021
Q4 | $2.84M | Buy |
17,935
+1,245
| +7% | +$197K | 0.15% | 45 |
|
|
2021
Q3 | $2.73M | Buy |
16,690
+399
| +2% | +$65.3K | 0.15% | 48 |
|
|
2021
Q2 | $2.53M | Sell |
16,291
-289
| -2% | -$45K | 0.14% | 51 |
|
|
2021
Q1 | $2.52M | Buy |
16,580
+5,805
| +54% | +$884K | 0.16% | 51 |
|
|
2020
Q4 | $1.37M | Sell |
10,775
-1,212
| -10% | -$154K | 0.09% | 57 |
|
|
2020
Q3 | $1.15M | Sell |
11,987
-909
| -7% | -$87.5K | 0.09% | 54 |
|
|
2020
Q2 | $1.21M | Sell |
12,896
-240
| -2% | -$22.6K | 0.1% | 49 |
|
|
2020
Q1 | $1.18M | Sell |
13,136
-488
| -4% | -$43.9K | 0.13% | 47 |
|
|
2019
Q4 | $1.9M | Sell |
13,624
-18
| -0.1% | -$2.51K | 0.17% | 46 |
|
|
2019
Q3 | $1.61M | Buy |
13,642
+226
| +2% | +$26.6K | 0.15% | 48 |
|
|
2019
Q2 | $1.5M | Buy |
13,416
+289
| +2% | +$32.3K | 0.13% | 48 |
|
|
2019
Q1 | $1.33M | Sell |
13,127
-793
| -6% | -$80.3K | 0.12% | 49 |
|
|
2018
Q4 | $1.36M | Sell |
13,920
-1,416
| -9% | -$138K | 0.14% | 47 |
|
|
2018
Q3 | $1.73M | Sell |
15,336
-402
| -3% | -$45.4K | 0.15% | 45 |
|
|
2018
Q2 | $1.64M | Sell |
15,738
-2,989
| -16% | -$311K | 0.15% | 45 |
|
|
2018
Q1 | $2.06M | Sell |
18,727
-212
| -1% | -$23.3K | 0.19% | 38 |
|
|
2017
Q4 | $2.03M | Buy |
18,939
+2,146
| +13% | +$229K | 0.18% | 42 |
|
|
2017
Q3 | $1.6M | Buy |
16,793
+8,820
| +111% | +$842K | 0.14% | 46 |
|
|
2017
Q2 | $729K | Buy |
7,973
+2,082
| +35% | +$190K | 0.06% | 65 |
|
|
2017
Q1 | $517K | Hold |
5,891
| – | – | 0.05% | 79 |
|
|
2016
Q4 | $508K | Hold |
5,891
| – | – | 0.05% | 78 |
|
|
2016
Q3 | $392K | Hold |
5,891
| – | – | 0.04% | 88 |
|
|
2016
Q2 | $366K | Buy |
5,891
+750
| +15% | +$46.6K | 0.04% | 91 |
|
|
2016
Q1 | $304K | Sell |
5,141
-1,979
| -28% | -$117K | 0.03% | 99 |
|
|
2015
Q4 | $470K | Sell |
7,120
-941
| -12% | -$62.1K | 0.04% | 77 |
|
|
2015
Q3 | $491K | Hold |
8,061
| – | – | 0.05% | 73 |
|
|
2015
Q2 | $546K | Hold |
8,061
| – | – | 0.05% | 76 |
|
|
2015
Q1 | $488K | Hold |
8,061
| – | – | 0.04% | 91 |
|
|
2014
Q4 | $504K | Buy |
+8,061
| New | +$504K | 0.05% | 92 |
|
|
2013
Q3 | – | Sell |
-425
| Closed | -$22K | – | 180 |
|
|
2013
Q2 | $22K | Buy |
+425
| New | +$22K | 0.01% | 190 |
|