OFS
Oldfather Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
5,349
+8
| +0.1% | +$2.32K | 0.53% | 27 |
|
|
2025
Q1 | $1.31M | Buy |
5,341
+10
| +0.2% | +$2.45K | 0.5% | 28 |
|
|
2024
Q4 | $1.28M | Buy |
5,331
+5
| +0.1% | +$1.2K | 0.49% | 28 |
|
|
2024
Q3 | $1.12M | Buy |
5,326
+4
| +0.1% | +$843 | 0.43% | 28 |
|
|
2024
Q2 | $1.08M | Buy |
5,322
+57
| +1% | +$11.5K | 0.44% | 29 |
|
|
2024
Q1 | $1.05M | Sell |
5,265
-515
| -9% | -$103K | 0.43% | 30 |
|
|
2023
Q4 | $983K | Sell |
5,780
-32
| -0.6% | -$5.44K | 0.44% | 30 |
|
|
2023
Q3 | $843K | Sell |
5,812
-210
| -3% | -$30.5K | 0.43% | 30 |
|
|
2023
Q2 | $876K | Sell |
6,022
-299
| -5% | -$43.5K | 0.43% | 31 |
|
|
2023
Q1 | $824K | Buy |
6,321
+2,805
| +80% | +$366K | 0.43% | 30 |
|
|
2022
Q4 | $471K | Buy |
3,516
+5
| +0.1% | +$670 | 0.27% | 40 |
|
|
2022
Q3 | $367K | Sell |
3,511
-17
| -0.5% | -$1.78K | 0.23% | 46 |
|
|
2022
Q2 | $407K | Buy |
3,528
+6
| +0.2% | +$692 | 0.23% | 43 |
|
|
2022
Q1 | $434K | Buy |
3,522
+71
| +2% | +$8.75K | 0.24% | 43 |
|
|
2021
Q4 | $535K | Buy |
3,451
+160
| +5% | +$24.8K | 0.28% | 40 |
|
|
2021
Q3 | $549K | Buy |
3,291
+4
| +0.1% | +$667 | 0.28% | 42 |
|
|
2021
Q2 | $523K | Sell |
3,287
-2,014
| -38% | -$320K | 0.29% | 40 |
|
|
2021
Q1 | $822K | Sell |
5,301
-330
| -6% | -$51.2K | 0.47% | 29 |
|
|
2020
Q4 | $777K | Sell |
5,631
-253
| -4% | -$34.9K | 0.46% | 26 |
|
|
2020
Q3 | $590K | Buy |
5,884
+6
| +0.1% | +$602 | 0.42% | 30 |
|
|
2020
Q2 | $570K | Buy |
5,878
+330
| +6% | +$32K | 0.44% | 29 |
|
|
2020
Q1 | $483K | Buy |
5,548
+10
| +0.2% | +$871 | 0.46% | 29 |
|
|
2019
Q4 | $743K | Buy |
+5,538
| New | +$743K | 0.69% | 23 |
|