Occidental Asset Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.79M	Buy	33,285 +398	+1%	+$121K	1.16%	22
2025 Q4	$10.6M	Buy	32,887 +2,177	+7%	+$674K	1.27%	18
2025 Q3	$9.69M	Buy	30,710 +3,265	+12%	+$971K	1.22%	18
2025 Q2	$7.96M	Buy	27,445 +1,212	+5%	+$309K	1.1%	19
2025 Q1	$6.43M	Buy	26,233 +2,256	+9%	+$575K	0.97%	23
2024 Q4	$5.75M	Buy	23,977 +787	+3%	+$183K	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%	-$380K	0.78%	32
2024 Q1	$4.76M	Buy	23,778 +5,318	+29%	+$960K	0.89%	25
2023 Q4	$3.14M	Buy	18,460 +494	+3%	+$74.9K	0.65%	37
2023 Q3	$2.61M	Buy	17,966 +295	+2%	+$44.2K	0.6%	44
2023 Q2	$2.57M	Buy	17,671 +908	+5%	+$125K	0.58%	43
2023 Q1	$2.18M	Buy	16,763 +711	+4%	+$97.4K	0.54%	53
2022 Q4	$2.15M	Buy	16,052 +1,390	+9%	+$176K	0.59%	48
2022 Q3	$1.53M	Buy	14,662 +869	+6%	+$99.7K	0.46%	64
2022 Q2	$1.55M	Buy	13,793 +927	+7%	+$115K	0.46%	60
2022 Q1	$1.75M	Buy	12,866 +287	+2%	+$42.4K	0.45%	63
2021 Q4	$1.99M	Buy	12,579 +758	+6%	+$124K	0.47%	66
2021 Q3	$1.94M	Buy	11,821 +760	+7%	+$119K	0.5%	48
2021 Q2	$1.72M	Buy	11,061 +677	+7%	+$106K	0.46%	58
2021 Q1	$1.58M	Buy	10,384 +809	+8%	+$116K	0.47%	56
2020 Q4	$1.22M	Buy	9,575 +582	+6%	+$65.1K	0.4%	66
2020 Q3	$866K	Buy	8,993 +136	+2%	+$13.4K	0.36%	74
2020 Q2	$833K	Buy	8,857 +554	+7%	+$52.6K	0.37%	74
2020 Q1	$748K	Buy	8,303 +425	+5%	+$51.6K	0.38%	70
2019 Q4	$1.1M	Buy	7,878 +399	+5%	+$51.2K	0.45%	44
2019 Q3	$880K	Buy	7,479 +1,217	+19%	+$138K	0.37%	61
2019 Q2	$700K	Buy	6,262 +3,622	+137%	+$399K	0.32%	72
2019 Q1	$267K	Buy	+2,640	New	+$272K	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	+$201K	0.11%	138