OPA
Old Port Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Sell |
26,201
-93
| -0.4% | -$27K | 2.07% | 5 |
|
|
2025
Q1 | $6.45M | Sell |
26,294
-513
| -2% | -$126K | 1.91% | 9 |
|
|
2024
Q4 | $6.43M | Sell |
26,807
-435
| -2% | -$104K | 1.85% | 9 |
|
|
2024
Q3 | $5.74M | Sell |
27,242
-412
| -1% | -$86.9K | 1.6% | 11 |
|
|
2024
Q2 | $5.59M | Sell |
27,654
-161
| -0.6% | -$32.6K | 1.67% | 10 |
|
|
2024
Q1 | $5.57M | Sell |
27,815
-311
| -1% | -$62.3K | 1.71% | 9 |
|
|
2023
Q4 | $4.78M | Buy |
28,126
+296
| +1% | +$50.3K | 1.59% | 9 |
|
|
2023
Q3 | $4.04M | Buy |
+27,830
| New | +$4.04M | 1.46% | 10 |
|
|
2023
Q1 | $3.61M | Sell |
28,088
-145
| -0.5% | -$18.6K | 1.3% | 12 |
|
|
2022
Q4 | $3.79M | Buy |
28,233
+651
| +2% | +$87.3K | 1.43% | 8 |
|
|
2022
Q3 | $3.05M | Buy |
27,582
+256
| +0.9% | +$28.3K | 1.21% | 14 |
|
|
2022
Q2 | $3.08M | Buy |
27,326
+132
| +0.5% | +$14.9K | 1.19% | 16 |
|
|
2022
Q1 | $3.68M | Buy |
27,194
+26
| +0.1% | +$3.52K | 1.25% | 14 |
|
|
2021
Q4 | $4.5M | Sell |
27,168
-397
| -1% | -$65.7K | 1.52% | 8 |
|
|
2021
Q3 | $4.66M | Buy |
27,565
+479
| +2% | +$81K | 1.69% | 5 |
|
|
2021
Q2 | $4.2M | Sell |
27,086
-110
| -0.4% | -$17.1K | 1.51% | 8 |
|
|
2021
Q1 | $4.14M | Buy |
27,196
+238
| +0.9% | +$36.2K | 1.62% | 9 |
|
|
2020
Q4 | $3.39M | Buy |
26,958
+222
| +0.8% | +$27.9K | 1.47% | 15 |
|
|
2020
Q3 | $2.57M | Buy |
26,736
+462
| +2% | +$44.5K | 1.27% | 23 |
|
|
2020
Q2 | $2.47M | Sell |
26,274
-284
| -1% | -$26.7K | 1.29% | 21 |
|
|
2020
Q1 | $2.39M | Buy |
26,558
+1,596
| +6% | +$144K | 1.46% | 19 |
|
|
2019
Q4 | $3.45M | Sell |
24,962
-12
| -0% | -$1.66K | 1.67% | 10 |
|
|
2019
Q3 | $2.86M | Sell |
24,974
-25
| -0.1% | -$2.87K | 1.5% | 15 |
|
|
2019
Q2 | $2.82M | Sell |
24,999
-55
| -0.2% | -$6.2K | 1.45% | 20 |
|
|
2019
Q1 | $2.54M | Sell |
25,054
-1,467
| -6% | -$148K | 1.33% | 24 |
|
|
2018
Q4 | $2.73M | Buy |
+26,521
| New | +$2.73M | 1.53% | 16 |
|
|
2018
Q2 | $2.97M | Buy |
+28,516
| New | +$2.97M | 1.6% | 12 |
|