Okabena Investment Services’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
Q2 | $4.35M | Buy |
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|
2025
Q1 | $3.61M | Buy |
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|
2024
Q4 | $2.7M | Buy |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $2.14M | Hold |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $829K | Sell |
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|
2022
Q4 | $933K | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $768K | Buy |
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|
2022
Q1 | $848K | Hold |
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|
2021
Q4 | $985K | Buy |
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|
2021
Q3 | $417K | Hold |
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|
2021
Q2 | $396K | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.16M | Buy |
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