OCM
Objective Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Sell |
2,846
-51
| -2% | -$14.8K | 0.93% | 29 |
|
|
2025
Q1 | $711K | Sell |
2,897
-3,693
| -56% | -$906K | 0.91% | 32 |
|
|
2024
Q4 | $1.58M | Sell |
6,590
-1,108
| -14% | -$266K | 1.06% | 26 |
|
|
2024
Q3 | $1.62M | Buy |
+7,698
| New | +$1.62M | 0.95% | 29 |
|
|
2024
Q1 | $1.49M | Buy |
7,441
+678
| +10% | +$136K | 1.01% | 30 |
|
|
2023
Q4 | $1.15M | Sell |
6,763
-243
| -3% | -$41.3K | 0.88% | 33 |
|
|
2023
Q3 | $1.02M | Sell |
7,006
-115
| -2% | -$16.7K | 0.9% | 34 |
|
|
2023
Q2 | $1.04M | Sell |
7,121
-382
| -5% | -$55.6K | 0.91% | 31 |
|
|
2023
Q1 | $978K | Buy |
7,503
+259
| +4% | +$33.8K | 0.89% | 33 |
|
|
2022
Q4 | $971K | Buy |
7,244
+80
| +1% | +$10.7K | 0.97% | 32 |
|
|
2022
Q3 | $749K | Buy |
7,164
+25
| +0.4% | +$2.61K | 0.8% | 35 |
|
|
2022
Q2 | $804K | Buy |
7,139
+31
| +0.4% | +$3.49K | 0.81% | 35 |
|
|
2022
Q1 | $969K | Sell |
7,108
-153
| -2% | -$20.9K | 0.74% | 34 |
|
|
2021
Q4 | $1.15M | Buy |
+7,261
| New | +$1.15M | 0.81% | 30 |
|