O'Connor Financial Group’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
$329K Buy
2025
Q1
$262K Buy
2024
Q4
$255K Hold
2024
Q3
$224K Buy
2024
Q2
$213K Buy
2024
Q1
$209K Buy