OFI Invest Asset Management’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
Q4 | $89.7M | Sell |
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|
2025
Q3 | $114M | Sell |
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|
2025
Q2 | $109M | Buy |
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|
2025
Q1 | $83.5M | Sell |
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|
2024
Q4 | $85.7M | Buy |
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|
2024
Q2 | $86.7M | Sell |
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|
2024
Q1 | $85.6M | Buy |
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|
2023
Q4 | $68.5M | Sell |
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|
2023
Q3 | $61.6M | Buy |
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|
2023
Q2 | $61.8M | Sell |
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|
2023
Q1 | $430M | Buy |
|