OBWP
O'Brien Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
1,192
+11
| +0.9% | +$3.19K | 0.05% | 42 |
|
|
2025
Q1 | $290K | Buy |
1,181
+280
| +31% | +$68.7K | 0.05% | 41 |
|
|
2024
Q4 | $216K | Sell |
901
-88
| -9% | -$21.1K | 0.04% | 46 |
|
|
2024
Q3 | $208K | Sell |
989
-28
| -3% | -$5.9K | 0.04% | 43 |
|
|
2024
Q2 | $206K | Sell |
1,017
-22
| -2% | -$4.45K | 0.05% | 41 |
|
|
2024
Q1 | $208K | Sell |
1,039
-127
| -11% | -$25.4K | 0.05% | 41 |
|
|
2023
Q4 | $198K | Buy |
1,166
+330
| +39% | +$56.1K | 0.05% | 42 |
|
|
2023
Q3 | $121K | Buy |
836
+18
| +2% | +$2.61K | 0.03% | 49 |
|
|
2023
Q2 | $119K | Buy |
818
+47
| +6% | +$6.83K | 0.04% | 50 |
|
|
2023
Q1 | $101K | Sell |
771
-135
| -15% | -$17.6K | 0.03% | 52 |
|
|
2022
Q4 | $121K | Sell |
906
-273
| -23% | -$36.6K | 0.05% | 54 |
|
|
2022
Q3 | $123K | Sell |
1,179
-29
| -2% | -$3.03K | 0.05% | 53 |
|
|
2022
Q2 | $136K | Sell |
1,208
-364
| -23% | -$41K | 0.06% | 58 |
|
|
2022
Q1 | $192K | Buy |
1,572
+668
| +74% | +$81.6K | 0.08% | 42 |
|
|
2021
Q4 | $141K | Sell |
904
-76
| -8% | -$11.9K | 0.05% | 47 |
|
|
2021
Q3 | $165K | Sell |
980
-585
| -37% | -$98.5K | 0.06% | 38 |
|
|
2021
Q2 | $243K | Sell |
1,565
-588
| -27% | -$91.3K | 0.08% | 38 |
|
|
2021
Q1 | $334K | Buy |
2,153
+95
| +5% | +$14.7K | 0.11% | 27 |
|
|
2020
Q4 | $280K | Buy |
+2,058
| New | +$280K | 0.1% | 29 |
|
|
2020
Q1 | – | Sell |
-1,833
| Closed | -$253K | – | 39 |
|
|
2019
Q4 | $253K | Buy |
+1,833
| New | +$253K | 0.18% | 35 |
|
|
2019
Q1 | – | Sell |
-1,119
| Closed | -$115K | – | 43 |
|
|
2018
Q4 | $115K | Buy |
1,119
+8
| +0.7% | +$822 | 0.08% | 41 |
|
|
2018
Q3 | $125K | Buy |
1,111
+1,020
| +1,121% | +$115K | 0.08% | 50 |
|
|
2018
Q2 | $9K | Sell |
91
-1,060
| -92% | -$105K | 0.01% | 60 |
|
|
2018
Q1 | $127K | Buy |
+1,151
| New | +$127K | 0.09% | 40 |
|