Ogorek Anthony Joseph’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $757K | Sell |
2,575
-22
| -0.8% | -$6.68K | 0.21% | 43 |
|
|
2025
Q4 | $836K | Sell |
2,597
-128
| -5% | -$39.6K | 0.23% | 43 |
|
|
2025
Q3 | $859K | Buy |
2,725
+1,030
| +61% | +$306K | 0.25% | 43 |
|
|
2025
Q2 | $491K | Sell |
1,695
-112
| -6% | -$28.6K | 0.15% | 46 |
|
|
2025
Q1 | $443K | Buy |
1,807
+560
| +45% | +$143K | 0.15% | 52 |
|
|
2024
Q4 | $298K | Buy |
1,247
+5
| +0.4% | +$1.17K | 0.09% | 56 |
|
|
2024
Q3 | $261K | Buy |
1,242
+62
| +5% | +$13.1K | 0.09% | 53 |
|
|
2024
Q2 | $238K | Buy |
1,180
+5
| +0.4% | +$978 | 0.08% | 55 |
|
|
2024
Q1 | $235K | Hold |
1,175
| – | – | 0.08% | 54 |
|
|
2023
Q4 | $199K | Buy |
1,175
+225
| +24% | +$34.1K | 0.07% | 57 |
|
|
2023
Q3 | $137K | Hold |
950
| – | – | 0.05% | 78 |
|
|
2023
Q2 | $138K | Sell |
950
-12
| -1% | -$1.65K | 0.05% | 74 |
|
|
2023
Q1 | $125K | Hold |
962
| – | – | 0.05% | 75 |
|
|
2022
Q4 | $129K | Hold |
962
| – | – | 0.06% | 64 |
|
|
2022
Q3 | $100K | Hold |
962
| – | – | 0.05% | 63 |
|
|
2022
Q2 | $108K | Buy |
962
+41
| +4% | +$5.08K | 0.05% | 63 |
|
|
2022
Q1 | $125K | Hold |
921
| – | – | 0.05% | 62 |
|
|
2021
Q4 | $145K | Sell |
921
-32
| -3% | -$5.25K | 0.06% | 59 |
|
|
2021
Q3 | $155K | Buy |
953
+38
| +4% | +$5.96K | 0.07% | 53 |
|
|
2021
Q2 | $142K | Hold |
915
| – | – | 0.06% | 58 |
|
|
2021
Q1 | $139K | Hold |
915
| – | – | 0.07% | 52 |
|
|
2020
Q4 | $116K | Hold |
915
| – | – | 0.06% | 44 |
|
|
2020
Q3 | $88K | Hold |
915
| – | – | 0.05% | 45 |
|
|
2020
Q2 | $86K | Hold |
915
| – | – | 0.06% | 36 |
|
|
2020
Q1 | $82K | Hold |
915
| – | – | 0.04% | 35 |
|
|
2019
Q4 | $127K | Buy |
915
+343
| +60% | +$44K | 0.06% | 34 |
|
|
2019
Q3 | $67K | Hold |
572
| – | – | 0.04% | 35 |
|
|
2019
Q2 | $63K | Hold |
572
| – | – | 0.04% | 34 |
|
|
2019
Q1 | $57K | Hold |
572
| – | – | 0.04% | 34 |
|
|
2018
Q4 | $55K | Hold |
572
| – | – | 0.04% | 32 |
|
|
2018
Q3 | $64K | Hold |
572
| – | – | 0.05% | 32 |
|
|
2018
Q2 | $59K | Hold |
572
| – | – | 0.05% | 31 |
|
|
2018
Q1 | $62K | Buy |
572
+43
| +8% | +$4.87K | 0.05% | 29 |
|
|
2017
Q4 | $56K | Hold |
529
| – | – | 0.05% | 26 |
|
|
2017
Q3 | $50K | Hold |
529
| – | – | 0.05% | 25 |
|
|
2017
Q2 | $48K | Hold |
529
| – | – | 0.04% | 27 |
|
|
2017
Q1 | $46K | Sell |
529
-335
| -39% | -$29.6K | 0.05% | 28 |
|
|
2016
Q4 | $57K | Hold |
864
| – | – | 0.05% | 30 |
|
|
2016
Q3 | $57K | Hold |
864
| – | – | 0.05% | 30 |
|
|
2016
Q2 | $53K | Hold |
864
| – | – | 0.05% | 31 |
|
|
2016
Q1 | $51K | Hold |
864
| – | – | 0.04% | 30 |
|
|
2015
Q4 | $57K | Buy |
+864
| New | +$56.3K | 0.05% | 33 |
|
Other funds holding JPM
VCM
VPM
