Oliver Luxxe Assets’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 | $1.77M | Buy |
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|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $2.46M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $961K | Sell |
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|
2023
Q3 | $822K | Sell |
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|
2023
Q2 | $841K | Sell |
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|
2023
Q1 | $755K | Sell |
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|
2022
Q4 | $777K | Sell |
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|
2022
Q3 | $648K | Sell |
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|
2022
Q2 | $707K | Sell |
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|
2022
Q1 | $5.3M | Buy |
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|
2021
Q4 | $5.96M | Sell |
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|
2021
Q3 | $6.17M | Buy |
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|
2021
Q2 | $5.62M | Sell |
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|
2021
Q1 | $5.52M | Buy |
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|
2020
Q4 | $4.99M | Buy |
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|
2020
Q3 | $3.46M | Buy |
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|
2020
Q2 | $2.98M | Buy |
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|
2020
Q1 | $2.75M | Buy |
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|
2019
Q4 | $3.9M | Sell |
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|
2019
Q3 | $3.32M | Buy |
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|
2019
Q2 | $3.33M | Sell |
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|
2019
Q1 | $2.99M | Buy |
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|
2018
Q4 | $2.87M | Buy |
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|
2018
Q3 | $512K | Sell |
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|
2018
Q2 | $584K | Hold |
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|
2018
Q1 | $584K | Sell |
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|
2017
Q4 | $576K | Sell |
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|
2017
Q3 | $729K | Sell |
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|
2017
Q2 | $773K | Buy |
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|
2017
Q1 | $730K | Buy |
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|
2016
Q4 | $674K | Sell |
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|
2016
Q3 | $527K | Buy |
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|
2016
Q2 | $475K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $481K | Buy |
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