OPPS
Obsidian Personal Planning Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Hold |
2,540
| – | – | 0.3% | 36 |
|
|
2025
Q1 | $621K | Hold |
2,540
| – | – | 0.28% | 37 |
|
|
2024
Q4 | $679K | Sell |
2,540
-42
| -2% | -$11.2K | 0.33% | 32 |
|
|
2024
Q3 | $573K | Sell |
2,582
-3
| -0.1% | -$666 | 0.3% | 32 |
|
|
2024
Q2 | $523K | Buy |
2,585
+33
| +1% | +$6.67K | 0.32% | 36 |
|
|
2024
Q1 | $489K | Buy |
2,552
+558
| +28% | +$107K | 0.32% | 38 |
|
|
2023
Q4 | $339K | Hold |
1,994
| – | – | 0.26% | 46 |
|
|
2023
Q3 | $289K | Hold |
1,994
| – | – | 0.25% | 53 |
|
|
2023
Q2 | $290K | Sell |
1,994
-60
| -3% | -$8.73K | 0.36% | 51 |
|
|
2023
Q1 | $268K | Hold |
2,054
| – | – | 0.39% | 40 |
|
|
2022
Q4 | $275K | Buy |
+2,054
| New | +$275K | 0.44% | 34 |
|