OWA
Octavia Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
14,977
-5,796
| -28% | -$1.68M | 0.49% | 31 |
|
|
2025
Q1 | $5.1M | Sell |
20,773
-2,530
| -11% | -$621K | 0.62% | 29 |
|
|
2024
Q4 | $5.59M | Buy |
23,303
+2,835
| +14% | +$680K | 0.68% | 28 |
|
|
2024
Q3 | $4.32M | Sell |
20,468
-4,103
| -17% | -$865K | 0.53% | 29 |
|
|
2024
Q2 | $4.97M | Buy |
24,571
+40
| +0.2% | +$8.09K | 0.68% | 28 |
|
|
2024
Q1 | $4.91M | Buy |
24,531
+66
| +0.3% | +$13.2K | 0.73% | 26 |
|
|
2023
Q4 | $4.16M | Sell |
24,465
-641
| -3% | -$109K | 0.73% | 28 |
|
|
2023
Q3 | $3.64M | Buy |
25,106
+1,205
| +5% | +$175K | 0.74% | 28 |
|
|
2023
Q2 | $3.48M | Buy |
23,901
+1,031
| +5% | +$150K | 0.71% | 28 |
|
|
2023
Q1 | $2.98M | Buy |
22,870
+319
| +1% | +$41.6K | 0.67% | 29 |
|
|
2022
Q4 | $3.02M | Buy |
22,551
+1,215
| +6% | +$163K | 0.75% | 30 |
|
|
2022
Q3 | $2.23M | Buy |
21,336
+548
| +3% | +$57.3K | 0.6% | 32 |
|
|
2022
Q2 | $2.34M | Buy |
20,788
+1,097
| +6% | +$124K | 0.61% | 34 |
|
|
2022
Q1 | $2.68M | Buy |
19,691
+945
| +5% | +$129K | 0.6% | 33 |
|
|
2021
Q4 | $2.97M | Buy |
18,746
+1,191
| +7% | +$189K | 0.64% | 32 |
|
|
2021
Q3 | $2.88M | Sell |
17,555
-757
| -4% | -$124K | 0.74% | 29 |
|
|
2021
Q2 | $2.85M | Buy |
18,312
+346
| +2% | +$53.8K | 0.75% | 29 |
|
|
2021
Q1 | $2.74M | Buy |
17,966
+3,783
| +27% | +$576K | 0.81% | 27 |
|
|
2020
Q4 | $1.8M | Buy |
+14,183
| New | +$1.8M | 0.59% | 38 |
|