Oliver Luxxe Assets’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
5,550
+139
| +3% | +$40.3K | 0.29% | 114 |
|
|
2025
Q1 | $1.33M | Sell |
5,411
-5,531
| -51% | -$1.36M | 0.25% | 127 |
|
|
2024
Q4 | $2.46M | Buy |
10,942
+5,446
| +99% | +$1.23M | 0.22% | 129 |
|
|
2024
Q3 | $1.16M | Sell |
5,496
-52
| -0.9% | -$11K | 0.21% | 136 |
|
|
2024
Q2 | $1.12M | Buy |
5,548
+202
| +4% | +$40.9K | 0.24% | 103 |
|
|
2024
Q1 | $1.07M | Sell |
5,346
-302
| -5% | -$60.5K | 0.22% | 112 |
|
|
2023
Q4 | $961K | Sell |
5,648
-23
| -0.4% | -$3.91K | 0.23% | 104 |
|
|
2023
Q3 | $822K | Sell |
5,671
-111
| -2% | -$16.1K | 0.21% | 106 |
|
|
2023
Q2 | $841K | Sell |
5,782
-10
| -0.2% | -$1.45K | 0.21% | 107 |
|
|
2023
Q1 | $755K | Sell |
5,792
-4
| -0.1% | -$521 | 0.2% | 107 |
|
|
2022
Q4 | $777K | Sell |
5,796
-405
| -7% | -$54.3K | 0.22% | 102 |
|
|
2022
Q3 | $648K | Sell |
6,201
-74
| -1% | -$7.73K | 0.2% | 102 |
|
|
2022
Q2 | $707K | Sell |
6,275
-32,584
| -84% | -$3.67M | 0.21% | 104 |
|
|
2022
Q1 | $5.3M | Buy |
38,859
+1,243
| +3% | +$169K | 1.34% | 12 |
|
|
2021
Q4 | $5.96M | Sell |
37,616
-69
| -0.2% | -$10.9K | 1.51% | 9 |
|
|
2021
Q3 | $6.17M | Buy |
37,685
+1,531
| +4% | +$251K | 1.7% | 6 |
|
|
2021
Q2 | $5.62M | Sell |
36,154
-78
| -0.2% | -$12.1K | 1.54% | 6 |
|
|
2021
Q1 | $5.52M | Buy |
36,232
+105
| +0.3% | +$16K | 1.65% | 5 |
|
|
2020
Q4 | $4.99M | Buy |
36,127
+209
| +0.6% | +$28.9K | 1.56% | 7 |
|
|
2020
Q3 | $3.46M | Buy |
35,918
+4,264
| +13% | +$411K | 1.29% | 19 |
|
|
2020
Q2 | $2.98M | Buy |
31,654
+2,439
| +8% | +$229K | 1.57% | 20 |
|
|
2020
Q1 | $2.76M | Buy |
29,215
+1,218
| +4% | +$115K | 1.73% | 17 |
|
|
2019
Q4 | $3.9M | Sell |
27,997
-1,585
| -5% | -$221K | 2.04% | 8 |
|
|
2019
Q3 | $3.32M | Buy |
29,582
+80
| +0.3% | +$8.98K | 1.93% | 12 |
|
|
2019
Q2 | $3.33M | Sell |
29,502
-32
| -0.1% | -$3.61K | 1.85% | 12 |
|
|
2019
Q1 | $2.99M | Buy |
29,534
+119
| +0.4% | +$12K | 1.73% | 19 |
|
|
2018
Q4 | $2.87M | Buy |
29,415
+24,947
| +558% | +$2.43M | 1.94% | 19 |
|
|
2018
Q3 | $512K | Sell |
4,468
-841
| -16% | -$96.4K | 0.29% | 77 |
|
|
2018
Q2 | $584K | Hold |
5,309
| – | – | 0.37% | 60 |
|
|
2018
Q1 | $584K | Sell |
5,309
-74
| -1% | -$8.14K | 0.36% | 63 |
|
|
2017
Q4 | $576K | Sell |
5,383
-2,245
| -29% | -$240K | 0.35% | 58 |
|
|
2017
Q3 | $729K | Sell |
7,628
-824
| -10% | -$78.7K | 0.46% | 54 |
|
|
2017
Q2 | $773K | Buy |
8,452
+141
| +2% | +$12.9K | 0.5% | 53 |
|
|
2017
Q1 | $730K | Buy |
8,311
+498
| +6% | +$43.7K | 0.49% | 59 |
|
|
2016
Q4 | $674K | Sell |
7,813
-97
| -1% | -$8.37K | 0.47% | 59 |
|
|
2016
Q3 | $527K | Buy |
7,910
+259
| +3% | +$17.3K | 0.41% | 63 |
|
|
2016
Q2 | $475K | Buy |
+7,651
| New | +$475K | 0.4% | 63 |
|
|
2016
Q1 | – | Sell |
-8,178
| Closed | -$481K | – | 86 |
|
|
2015
Q4 | $481K | Buy |
+8,178
| New | +$481K | 0.43% | 66 |
|