OAM
Oberweis Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
3,450
-68
| -2% | -$19.7K | 0.04% | 167 |
|
|
2025
Q1 | $863K | Buy |
3,518
+2
| +0.1% | +$491 | 0.04% | 172 |
|
|
2024
Q4 | $843K | Sell |
3,516
-193
| -5% | -$46.3K | 0.04% | 178 |
|
|
2024
Q3 | $782K | Sell |
3,709
-98
| -3% | -$20.7K | 0.04% | 188 |
|
|
2024
Q2 | $770K | Buy |
3,807
+3
| +0.1% | +$607 | 0.05% | 179 |
|
|
2024
Q1 | $762K | Buy |
3,804
+2
| +0.1% | +$401 | 0.06% | 174 |
|
|
2023
Q4 | $647K | Sell |
3,802
-202
| -5% | -$34.4K | 0.06% | 177 |
|
|
2023
Q3 | $581K | Sell |
4,004
-91
| -2% | -$13.2K | 0.06% | 179 |
|
|
2023
Q2 | $596K | Buy |
4,095
+3
| +0.1% | +$436 | 0.07% | 166 |
|
|
2023
Q1 | $533K | Buy |
4,092
+3
| +0.1% | +$391 | 0.08% | 154 |
|
|
2022
Q4 | $548K | Buy |
4,089
+3
| +0.1% | +$402 | 0.12% | 150 |
|
|
2022
Q3 | $427K | Buy |
4,086
+3
| +0.1% | +$314 | 0.1% | 151 |
|
|
2022
Q2 | $460K | Buy |
4,083
+33
| +0.8% | +$3.72K | 0.12% | 123 |
|
|
2022
Q1 | $552K | Buy |
4,050
+3
| +0.1% | +$409 | 0.11% | 109 |
|
|
2021
Q4 | $641K | Sell |
4,047
-228
| -5% | -$36.1K | 0.12% | 108 |
|
|
2021
Q3 | $700K | Sell |
4,275
-77
| -2% | -$12.6K | 0.15% | 106 |
|
|
2021
Q2 | $677K | Sell |
4,352
-78
| -2% | -$12.1K | 0.15% | 107 |
|
|
2021
Q1 | $674K | Sell |
4,430
-47
| -1% | -$7.15K | 0.14% | 104 |
|
|
2020
Q4 | $569K | Buy |
4,477
+4
| +0.1% | +$508 | 0.15% | 82 |
|
|
2020
Q3 | $431K | Buy |
4,473
+4
| +0.1% | +$385 | 0.15% | 89 |
|
|
2020
Q2 | $420K | Sell |
4,469
-17
| -0.4% | -$1.6K | 0.16% | 91 |
|
|
2020
Q1 | $404K | Sell |
4,486
-67
| -1% | -$6.03K | 0.22% | 111 |
|
|
2019
Q4 | $635K | Sell |
4,553
-76
| -2% | -$10.6K | 0.21% | 121 |
|
|
2019
Q3 | $545K | Sell |
4,629
-184
| -4% | -$21.7K | 0.12% | 140 |
|
|
2019
Q2 | $538K | Buy |
4,813
+4
| +0.1% | +$447 | 0.1% | 139 |
|
|
2019
Q1 | $487K | Buy |
4,809
+5
| +0.1% | +$506 | 0.1% | 143 |
|
|
2018
Q4 | $469K | Sell |
4,804
-64
| -1% | -$6.25K | 0.1% | 142 |
|
|
2018
Q3 | $549K | Buy |
4,868
+3
| +0.1% | +$338 | 0.11% | 150 |
|
|
2018
Q2 | $507K | Sell |
4,865
-177
| -4% | -$18.4K | 0.13% | 159 |
|
|
2018
Q1 | $554K | Sell |
5,042
-197
| -4% | -$21.6K | 0.15% | 156 |
|
|
2017
Q4 | $560K | Buy |
5,239
+3
| +0.1% | +$321 | 0.13% | 153 |
|
|
2017
Q3 | $500K | Sell |
5,236
-147
| -3% | -$14K | 0.14% | 113 |
|
|
2017
Q2 | $492K | Buy |
5,383
+289
| +6% | +$26.4K | 0.14% | 108 |
|
|
2017
Q1 | $447K | Buy |
5,094
+2
| +0% | +$176 | 0.13% | 105 |
|
|
2016
Q4 | $439K | Sell |
5,092
-305
| -6% | -$26.3K | 0.13% | 102 |
|
|
2016
Q3 | $359K | Sell |
5,397
-425
| -7% | -$28.3K | 0.1% | 108 |
|
|
2016
Q2 | $362K | Buy |
5,822
+5
| +0.1% | +$311 | 0.11% | 132 |
|
|
2016
Q1 | $344K | Buy |
5,817
+97
| +2% | +$5.74K | 0.1% | 145 |
|
|
2015
Q4 | $378K | Buy |
5,720
+3
| +0.1% | +$198 | 0.11% | 144 |
|
|
2015
Q3 | $349K | Buy |
5,717
+2
| +0% | +$122 | 0.1% | 122 |
|
|
2015
Q2 | $387K | Sell |
5,715
-196
| -3% | -$13.3K | 0.1% | 122 |
|
|
2015
Q1 | $358K | Buy |
5,911
+4
| +0.1% | +$242 | 0.1% | 133 |
|
|
2014
Q4 | $370K | Buy |
5,907
+4
| +0.1% | +$251 | 0.11% | 93 |
|
|
2014
Q3 | $356K | Buy |
5,903
+4
| +0.1% | +$241 | 0.1% | 102 |
|
|
2014
Q2 | $340K | Buy |
5,899
+244
| +4% | +$14.1K | 0.08% | 115 |
|
|
2014
Q1 | $343K | Sell |
5,655
-94
| -2% | -$5.7K | 0.07% | 122 |
|
|
2013
Q4 | $336K | Sell |
5,749
-58
| -1% | -$3.39K | 0.08% | 113 |
|
|
2013
Q3 | $300K | Sell |
5,807
-375
| -6% | -$19.4K | 0.09% | 106 |
|
|
2013
Q2 | $326K | Buy |
+6,182
| New | +$326K | 0.09% | 125 |
|