Okabena Investment Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Buy |
15,014
+300
| +2% | +$87K | 0.97% | 24 |
|
|
2025
Q1 | $3.61M | Buy |
14,714
+3,442
| +31% | +$844K | 0.91% | 25 |
|
|
2024
Q4 | $2.7M | Buy |
11,272
+348
| +3% | +$83.4K | 0.75% | 24 |
|
|
2024
Q3 | $2.3M | Buy |
10,924
+358
| +3% | +$75.5K | 0.65% | 31 |
|
|
2024
Q2 | $2.14M | Hold |
10,566
| – | – | 0.68% | 30 |
|
|
2024
Q1 | $2.12M | Sell |
10,566
-345
| -3% | -$69.1K | 0.71% | 34 |
|
|
2023
Q4 | $1.86M | Buy |
10,911
+8,277
| +314% | +$1.41M | 0.72% | 37 |
|
|
2023
Q3 | $382K | Hold |
2,634
| – | – | 0.3% | 58 |
|
|
2023
Q2 | $383K | Sell |
2,634
-3,725
| -59% | -$542K | 0.28% | 57 |
|
|
2023
Q1 | $829K | Sell |
6,359
-600
| -9% | -$78.2K | 0.58% | 43 |
|
|
2022
Q4 | $933K | Sell |
6,959
-3,587
| -34% | -$481K | 0.62% | 48 |
|
|
2022
Q3 | $1.1M | Buy |
10,546
+3,725
| +55% | +$389K | 0.53% | 53 |
|
|
2022
Q2 | $768K | Buy |
6,821
+600
| +10% | +$67.6K | 0.4% | 59 |
|
|
2022
Q1 | $848K | Hold |
6,221
| – | – | 0.36% | 74 |
|
|
2021
Q4 | $985K | Buy |
6,221
+3,675
| +144% | +$582K | 0.37% | 67 |
|
|
2021
Q3 | $417K | Hold |
2,546
| – | – | 0.22% | 65 |
|
|
2021
Q2 | $396K | Sell |
2,546
-5,656
| -69% | -$880K | 0.19% | 62 |
|
|
2021
Q1 | $1.25M | Sell |
8,202
-683
| -8% | -$104K | 0.67% | 40 |
|
|
2020
Q4 | $1.13M | Sell |
8,885
-3,156
| -26% | -$401K | 0.66% | 41 |
|
|
2020
Q3 | $1.16M | Buy |
+12,041
| New | +$1.16M | 0.89% | 41 |
|