OA
Oceanside Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
2,245
| – | – | 0.44% | 28 |
|
|
2025
Q1 | $551K | Buy |
2,245
+75
| +3% | +$18.4K | 0.4% | 27 |
|
|
2024
Q4 | $520K | Buy |
2,170
+190
| +10% | +$45.5K | 0.39% | 29 |
|
|
2024
Q3 | $418K | Hold |
1,980
| – | – | 0.31% | 33 |
|
|
2024
Q2 | $400K | Buy |
1,980
+520
| +36% | +$105K | 0.32% | 32 |
|
|
2024
Q1 | $292K | Buy |
+1,460
| New | +$292K | 0.24% | 36 |
|