OCFG
O'Connor Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
1,110
+42
| +4% | +$12.4K | 0.14% | 46 |
|
|
2025
Q1 | $262K | Buy |
1,068
+5
| +0.5% | +$1.23K | 0.14% | 46 |
|
|
2024
Q4 | $255K | Hold |
1,063
| – | – | 0.13% | 49 |
|
|
2024
Q3 | $224K | Buy |
1,063
+10
| +0.9% | +$2.11K | 0.12% | 52 |
|
|
2024
Q2 | $213K | Buy |
1,053
+11
| +1% | +$2.23K | 0.12% | 48 |
|
|
2024
Q1 | $209K | Buy |
+1,042
| New | +$209K | 0.12% | 43 |
|