OAM
Occidental Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Buy |
27,445
+1,212
| +5% | +$351K | 1.1% | 19 |
|
|
2025
Q1 | $6.43M | Buy |
26,233
+2,256
| +9% | +$553K | 0.97% | 23 |
|
|
2024
Q4 | $5.75M | Buy |
23,977
+787
| +3% | +$189K | 0.9% | 27 |
|
|
2024
Q3 | $4.89M | Buy |
23,190
+1,356
| +6% | +$286K | 0.79% | 28 |
|
|
2024
Q2 | $4.42M | Sell |
21,834
-1,944
| -8% | -$393K | 0.78% | 32 |
|
|
2024
Q1 | $4.76M | Buy |
23,778
+5,318
| +29% | +$1.07M | 0.89% | 25 |
|
|
2023
Q4 | $3.14M | Buy |
18,460
+494
| +3% | +$84K | 0.65% | 37 |
|
|
2023
Q3 | $2.61M | Buy |
17,966
+295
| +2% | +$42.8K | 0.6% | 44 |
|
|
2023
Q2 | $2.57M | Buy |
17,671
+908
| +5% | +$132K | 0.58% | 43 |
|
|
2023
Q1 | $2.18M | Buy |
16,763
+711
| +4% | +$92.7K | 0.54% | 53 |
|
|
2022
Q4 | $2.15M | Buy |
16,052
+1,390
| +9% | +$186K | 0.59% | 48 |
|
|
2022
Q3 | $1.53M | Buy |
14,662
+869
| +6% | +$90.8K | 0.46% | 64 |
|
|
2022
Q2 | $1.55M | Buy |
13,793
+927
| +7% | +$104K | 0.46% | 60 |
|
|
2022
Q1 | $1.75M | Buy |
12,866
+287
| +2% | +$39.1K | 0.45% | 63 |
|
|
2021
Q4 | $1.99M | Buy |
12,579
+758
| +6% | +$120K | 0.47% | 66 |
|
|
2021
Q3 | $1.94M | Buy |
11,821
+760
| +7% | +$124K | 0.5% | 48 |
|
|
2021
Q2 | $1.72M | Buy |
11,061
+677
| +7% | +$105K | 0.46% | 58 |
|
|
2021
Q1 | $1.58M | Buy |
10,384
+809
| +8% | +$123K | 0.47% | 56 |
|
|
2020
Q4 | $1.22M | Buy |
9,575
+582
| +6% | +$74K | 0.4% | 66 |
|
|
2020
Q3 | $866K | Buy |
8,993
+136
| +2% | +$13.1K | 0.36% | 74 |
|
|
2020
Q2 | $833K | Buy |
8,857
+554
| +7% | +$52.1K | 0.37% | 74 |
|
|
2020
Q1 | $748K | Buy |
8,303
+425
| +5% | +$38.3K | 0.38% | 70 |
|
|
2019
Q4 | $1.1M | Buy |
7,878
+399
| +5% | +$55.6K | 0.45% | 44 |
|
|
2019
Q3 | $880K | Buy |
7,479
+1,217
| +19% | +$143K | 0.37% | 61 |
|
|
2019
Q2 | $700K | Buy |
6,262
+3,622
| +137% | +$405K | 0.32% | 72 |
|
|
2019
Q1 | $267K | Buy |
+2,640
| New | +$267K | 0.13% | 126 |
|
|
2018
Q2 | – | Sell |
-1,986
| Closed | -$218K | – | 153 |
|
|
2018
Q1 | $218K | Hold |
1,986
| – | – | 0.12% | 134 |
|
|
2017
Q4 | $212K | Buy |
+1,986
| New | +$212K | 0.11% | 138 |
|