O'Dell 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
Q3 | $6.08M | Buy |
19,279
+1,973
| +11% | +$587K | 1.3% | 18 |
|
|
2025
Q2 | $5.02M | Sell |
17,306
-41
| -0.2% | -$10.5K | 1.25% | 18 |
|
|
2025
Q1 | $4.26M | Sell |
17,347
-1,092
| -6% | -$278K | 1.1% | 18 |
|
|
2024
Q4 | $4.42M | Sell |
18,439
-1,006
| -5% | -$234K | 1% | 19 |
|
|
2024
Q3 | $4.1M | Sell |
19,445
-176
| -0.9% | -$37.1K | 0.91% | 18 |
|
|
2024
Q2 | $3.93M | Hold |
19,621
| – | – | 0.96% | 17 |
|
|
2024
Q1 | $3.93M | Sell |
19,621
-287
| -1% | -$51.8K | 0.96% | 17 |
|
|
2023
Q4 | $3.39M | Sell |
19,908
-281
| -1% | -$42.6K | 0.89% | 15 |
|
|
2023
Q3 | $2.93M | Sell |
20,189
-386
| -2% | -$57.9K | 0.89% | 15 |
|
|
2023
Q2 | $2.99M | Buy |
20,575
+584
| +3% | +$80.3K | 0.85% | 15 |
|
|
2023
Q1 | $2.61M | Sell |
19,991
-567
| -3% | -$77.7K | 0.84% | 17 |
|
|
2022
Q4 | $2.76M | Buy |
20,558
+184
| +0.9% | +$23.3K | 0.97% | 15 |
|
|
2022
Q3 | $2.13M | Buy |
20,374
+276
| +1% | +$31.7K | 0.77% | 16 |
|
|
2022
Q2 | $2.26M | Buy |
20,098
+391
| +2% | +$48.4K | 0.8% | 16 |
|
|
2022
Q1 | $2.69M | Buy |
19,707
+554
| +3% | +$81.8K | 0.79% | 17 |
|
|
2021
Q4 | $3.03M | Buy |
19,153
+56
| +0.3% | +$9.2K | 0.88% | 16 |
|
|
2021
Q3 | $3.13M | Sell |
19,097
-129
| -0.7% | -$20.2K | 0.99% | 16 |
|
|
2021
Q2 | $2.99M | Buy |
19,226
+708
| +4% | +$111K | 0.95% | 17 |
|
|
2021
Q1 | $2.82M | Buy |
18,518
+366
| +2% | +$52.7K | 0.99% | 17 |
|
|
2020
Q4 | $2.31M | Sell |
18,152
-456
| -2% | -$51K | 0.9% | 16 |
|
|
2020
Q3 | $1.79M | Buy |
18,608
+141
| +0.8% | +$13.8K | 0.87% | 17 |
|
|
2020
Q2 | $1.74M | Buy |
18,467
+2,642
| +17% | +$251K | 0.91% | 17 |
|
|
2020
Q1 | $1.43M | Buy |
15,825
+1,288
| +9% | +$156K | 0.93% | 17 |
|
|
2019
Q4 | $2.03M | Buy |
14,537
+346
| +2% | +$44.4K | 1.02% | 16 |
|
|
2019
Q3 | $1.67M | Sell |
14,191
-945
| -6% | -$107K | 0.93% | 19 |
|
|
2019
Q2 | $1.69M | Sell |
15,136
-737
| -5% | -$81.3K | 1.03% | 17 |
|
|
2019
Q1 | $1.61M | Buy |
15,873
+613
| +4% | +$63.2K | 1.01% | 17 |
|
|
2018
Q4 | $1.49M | Sell |
15,260
-3,101
| -17% | -$330K | 1.1% | 17 |
|
|
2018
Q3 | $2.07M | Buy |
18,361
+31
| +0.2% | +$3.52K | 1.34% | 13 |
|
|
2018
Q2 | $1.91M | Buy |
18,330
+1,606
| +10% | +$176K | 1.3% | 13 |
|
|
2018
Q1 | $1.84M | Sell |
16,724
-444
| -3% | -$50.3K | 1.33% | 13 |
|
|
2017
Q4 | $1.84M | Sell |
17,168
-39
| -0.2% | -$3.95K | 1.34% | 13 |
|
|
2017
Q3 | $1.64M | Sell |
17,207
-395
| -2% | -$36.4K | 1.28% | 14 |
|
|
2017
Q2 | $1.61M | Buy |
17,602
+81
| +0.5% | +$6.99K | 1.35% | 14 |
|
|
2017
Q1 | $1.54M | Buy |
17,521
+78
| +0.4% | +$6.88K | 1.36% | 14 |
|
|
2016
Q4 | $1.5M | Buy |
+17,443
| New | +$1.33M | 1.46% | 15 |
|
Other funds holding JPM
