OIAM
OFI Invest Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109M | Buy |
442,101
+74,390
| +20% | +$18.4M | 2.71% | 7 |
|
|
2025
Q1 | $83.5M | Sell |
367,711
-2,435
| -0.7% | -$553K | 2.19% | 8 |
|
|
2024
Q4 | $85.7M | Buy |
+370,146
| New | +$85.7M | 2.02% | 8 |
|
|
2024
Q2 | $86.7M | Sell |
459,562
-2,055
| -0.4% | -$388K | 2.3% | 8 |
|
|
2024
Q1 | $85.6M | Buy |
461,617
+16,965
| +4% | +$3.15M | 2.32% | 7 |
|
|
2023
Q4 | $68.5M | Sell |
444,652
-4,875
| -1% | -$751K | 2.3% | 6 |
|
|
2023
Q3 | $61.6M | Buy |
449,527
+24,575
| +6% | +$3.37M | 2.22% | 8 |
|
|
2023
Q2 | $61.8M | Sell |
424,952
-55,621,249
| -99% | -$8.09B | 2.46% | 6 |
|
|
2023
Q1 | $430M | Buy |
+56,046,201
| New | +$430M | 2.22% | 12 |
|