OKSA
JPM icon

O'Keefe Stevens Advisory’s JPMorgan Chase JPM Stock Holding History

O'Keefe Stevens Advisory’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.83M Buy
9,755
+870
+10% +$252K 0.8% 25
2025
Q1 		$2.18M Buy
8,885
+811
+10% +$199K 0.71% 26
2024
Q4 		$1.94M Buy
8,074
+1,058
+15% +$254K 0.6% 27
2024
Q3 		$1.48M Buy
7,016
+914
+15% +$193K 0.45% 28
2024
Q2 		$1.23M Buy
6,102
+438
+8% +$88.6K 0.41% 29
2024
Q1 		$1.13M Buy
5,664
+718
+15% +$144K 0.37% 26
2023
Q4 		$841K Buy
4,946
+215
+5% +$36.6K 0.34% 27
2023
Q3 		$686K Buy
4,731
+238
+5% +$34.5K 0.31% 27
2023
Q2 		$653K Buy
4,493
+596
+15% +$86.7K 0.28% 29
2023
Q1 		$508K Buy
3,897
+902
+30% +$118K 0.25% 28
2022
Q4 		$402K Hold
2,995
– – 0.24% 29
2022
Q3 		$313K Sell
2,995
-145
-5% -$15.2K 0.21% 29
2022
Q2 		$354K Buy
3,140
+145
+5% +$16.3K 0.22% 28
2022
Q1 		$408K Hold
2,995
– – 0.2% 28
2021
Q4 		$474K Hold
2,995
– – 0.22% 30
2021
Q3 		$490K Hold
2,995
– – 0.27% 31
2021
Q2 		$466K Hold
2,995
– – 0.25% 31
2021
Q1 		$464K Hold
2,995
– – 0.29% 29
2020
Q4 		$381K Hold
2,995
– – 0.26% 33
2020
Q3 		$288K Hold
2,995
– – 0.22% 34
2020
Q2 		$282K Buy
+2,995
New +$282K 0.24% 31
2019
Q4 		$414K Hold
2,995
– – 0.31% 31
2019
Q3 		$352K Hold
2,995
– – 0.27% 34
2019
Q2 		$335K Hold
2,995
– – 0.25% 34
2019
Q1 		$303K Hold
2,995
– – 0.24% 33
2018
Q4 		$292K Hold
2,995
– – 0.26% 33
2018
Q3 		$338K Hold
2,995
– – 0.24% 33
2018
Q2 		$312K Sell
2,995
-211
-7% -$22K 0.25% 32
2018
Q1 		$353K Hold
3,206
– – 0.31% 39
2017
Q4 		$343K Hold
3,206
– – 0.31% 38
2017
Q3 		$306K Buy
+3,206
New +$306K 0.28% 40