Oceanside Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$651K Hold
2025
Q1
$551K Buy
2024
Q4
$520K Buy
2024
Q3
$418K Hold
2024
Q2
$400K Buy
2024
Q1
$292K Buy