Oberweis Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $843K | Sell |
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|
2024
Q3 | $782K | Sell |
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|
2024
Q2 | $770K | Buy |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $581K | Sell |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $533K | Buy |
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|
2022
Q4 | $548K | Buy |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $552K | Buy |
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|
2021
Q4 | $641K | Sell |
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|
2021
Q3 | $700K | Sell |
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|
2021
Q2 | $677K | Sell |
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|
2021
Q1 | $674K | Sell |
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|
2020
Q4 | $569K | Buy |
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|
2020
Q3 | $431K | Buy |
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|
2020
Q2 | $420K | Sell |
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|
2020
Q1 | $404K | Sell |
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|
2019
Q4 | $635K | Sell |
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|
2019
Q3 | $545K | Sell |
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|
2019
Q2 | $538K | Buy |
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|
2019
Q1 | $487K | Buy |
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|
2018
Q4 | $469K | Sell |
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|
2018
Q3 | $549K | Buy |
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|
2018
Q2 | $507K | Sell |
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|
2018
Q1 | $554K | Sell |
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|
2017
Q4 | $560K | Buy |
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|
2017
Q3 | $500K | Sell |
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|
2017
Q2 | $492K | Buy |
|
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|
2017
Q1 | $447K | Buy |
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|
2016
Q4 | $439K | Sell |
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|
2016
Q3 | $359K | Sell |
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|
2016
Q2 | $362K | Buy |
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|
2016
Q1 | $344K | Buy |
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|
2015
Q4 | $378K | Buy |
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|
2015
Q3 | $349K | Buy |
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|
2015
Q2 | $387K | Sell |
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|
2015
Q1 | $358K | Buy |
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|
2014
Q4 | $370K | Buy |
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|
2014
Q3 | $356K | Buy |
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|
2014
Q2 | $340K | Buy |
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|
2014
Q1 | $343K | Sell |
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|
2013
Q4 | $336K | Sell |
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|
2013
Q3 | $300K | Sell |
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|
2013
Q2 | $326K | Buy |
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