O'Brien Greene & Co’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 | $2.32M | Hold |
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|
2025
Q1 | $1.97M | Sell |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.42M | Hold |
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|
2023
Q4 | $1.2M | Hold |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $938K | Sell |
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|
2022
Q4 | $992K | Sell |
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|
2022
Q3 | $2.61M | Buy |
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|
2022
Q2 | $887K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.39M | Hold |
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|
2021
Q2 | $1.32M | Hold |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.21M | Buy |
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|
2020
Q3 | $590K | Hold |
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|
2020
Q2 | $577K | Hold |
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|
2020
Q1 | $552K | Hold |
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|
2019
Q4 | $854K | Sell |
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|
2019
Q3 | $787K | Hold |
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|
2019
Q2 | $747K | Hold |
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|
2019
Q1 | $677K | Buy |
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|
2018
Q4 | $581K | Buy |
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