OFS
OMC Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Sell |
10,445
-15
| -0.1% | -$4.35K | 1.24% | 22 |
|
|
2025
Q1 | $2.57M | Buy |
10,460
+2,620
| +33% | +$643K | 1.15% | 21 |
|
|
2024
Q4 | $1.88M | Buy |
7,840
+2,035
| +35% | +$488K | 0.8% | 29 |
|
|
2024
Q3 | $1.17M | Hold |
5,805
| – | – | 0.55% | 31 |
|
|
2024
Q2 | $1.17M | Buy |
5,805
+2,945
| +103% | +$596K | 0.55% | 32 |
|
|
2024
Q1 | $573K | Buy |
+2,860
| New | +$573K | 0.29% | 43 |
|