O'Keefe Stevens Advisory’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
Q3 | $3.09M | Buy |
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|
2025
Q2 | $2.83M | Buy |
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|
2025
Q1 | $2.18M | Buy |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $841K | Buy |
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|
2023
Q3 | $686K | Buy |
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|
2023
Q2 | $653K | Buy |
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|
2023
Q1 | $508K | Buy |
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|
2022
Q4 | $402K | Hold |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $408K | Hold |
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|
2021
Q4 | $474K | Hold |
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|
2021
Q3 | $490K | Hold |
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|
2021
Q2 | $466K | Hold |
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|
2021
Q1 | $464K | Hold |
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|
2020
Q4 | $381K | Hold |
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|
2020
Q3 | $288K | Hold |
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|
2020
Q2 | $282K | Buy |
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|
2019
Q4 | $414K | Hold |
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|
2019
Q3 | $352K | Hold |
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|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $303K | Hold |
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|
2018
Q4 | $292K | Hold |
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|
2018
Q3 | $338K | Hold |
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|
2018
Q2 | $312K | Sell |
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|
2018
Q1 | $353K | Hold |
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|
2017
Q4 | $343K | Hold |
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|
2017
Q3 | $306K | Buy |
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