OMC Financial Services’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
Q2
$3.03M Sell
2025
Q1
$2.57M Buy
2024
Q4
$1.88M Buy
2024
Q3
$1.17M Hold
2024
Q2
$1.17M Buy
2024
Q1
$573K Buy