O'Brien Greene & Co’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 | $2.32M | Hold |
8,014
| – | – | 0.76% | 32 |
|
|
2025
Q1 | $1.97M | Sell |
8,014
-17
| -0.2% | -$4.17K | 0.66% | 36 |
|
|
2024
Q4 | $1.93M | Buy |
8,031
+138
| +2% | +$33.1K | 0.63% | 39 |
|
|
2024
Q3 | $1.66M | Sell |
7,893
-121
| -2% | -$25.5K | 0.52% | 41 |
|
|
2024
Q2 | $1.62M | Buy |
8,014
+936
| +13% | +$189K | 0.51% | 39 |
|
|
2024
Q1 | $1.42M | Hold |
7,078
| – | – | 0.47% | 44 |
|
|
2023
Q4 | $1.2M | Hold |
7,078
| – | – | 0.42% | 47 |
|
|
2023
Q3 | $1.03M | Sell |
7,078
-125
| -2% | -$18.1K | 0.38% | 48 |
|
|
2023
Q2 | $1.05M | Hold |
7,203
| – | – | 0.36% | 50 |
|
|
2023
Q1 | $938K | Sell |
7,203
-200
| -3% | -$26K | 0.35% | 55 |
|
|
2022
Q4 | $992K | Sell |
7,403
-17,578
| -70% | -$2.36M | 0.38% | 49 |
|
|
2022
Q3 | $2.61M | Buy |
24,981
+17,110
| +217% | +$1.79M | 0.35% | 51 |
|
|
2022
Q2 | $887K | Sell |
7,871
-11
| -0.1% | -$1.24K | 0.34% | 52 |
|
|
2022
Q1 | $1.08M | Sell |
7,882
-9
| -0.1% | -$1.23K | 0.35% | 53 |
|
|
2021
Q4 | $1.25M | Sell |
7,891
-618
| -7% | -$97.9K | 0.41% | 51 |
|
|
2021
Q3 | $1.39M | Hold |
8,509
| – | – | 0.51% | 47 |
|
|
2021
Q2 | $1.32M | Hold |
8,509
| – | – | 0.47% | 50 |
|
|
2021
Q1 | $1.3M | Sell |
8,509
-1,000
| -11% | -$152K | 0.51% | 46 |
|
|
2020
Q4 | $1.21M | Buy |
9,509
+3,379
| +55% | +$430K | 0.5% | 49 |
|
|
2020
Q3 | $590K | Hold |
6,130
| – | – | 0.28% | 67 |
|
|
2020
Q2 | $577K | Hold |
6,130
| – | – | 0.31% | 64 |
|
|
2020
Q1 | $552K | Hold |
6,130
| – | – | 0.37% | 60 |
|
|
2019
Q4 | $854K | Sell |
6,130
-555
| -8% | -$77.3K | 0.43% | 58 |
|
|
2019
Q3 | $787K | Hold |
6,685
| – | – | 0.42% | 55 |
|
|
2019
Q2 | $747K | Hold |
6,685
| – | – | 0.39% | 60 |
|
|
2019
Q1 | $677K | Buy |
6,685
+740
| +12% | +$74.9K | 0.34% | 66 |
|
|
2018
Q4 | $581K | Buy |
+5,945
| New | +$581K | 0.35% | 59 |
|