Omnia Family Wealth’s JPMorgan Chase JPM Stock Holding History

Omnia Family Wealth’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.12M	Buy	7,307 +679	+10%	+$197K	0.77%	19
2025 Q1	$1.63M	Buy	6,628 +794	+14%	+$195K	0.68%	20
2024 Q4	$1.4M	Buy	5,834 +6	+0.1%	+$1.44K	0.58%	23
2024 Q3	$1.23M	Buy	5,828 +353	+6%	+$74.4K	0.53%	25
2024 Q2	$1.11M	Buy	5,475 +173	+3%	+$35K	0.47%	28
2024 Q1	$1.06M	Buy	5,302 +429	+9%	+$85.9K	0.5%	29
2023 Q4	$829K	Buy	4,873 +25	+0.5%	+$4.25K	0.42%	28
2023 Q3	$703K	Sell	4,848 -216	-4%	-$31.3K	0.44%	28
2023 Q2	$737K	Buy	5,064 +61	+1%	+$8.87K	0.5%	25
2023 Q1	$652K	Buy	5,003 +59	+1%	+$7.69K	0.5%	25
2022 Q4	$663K	Sell	4,944 -118	-2%	-$15.8K	0.54%	25
2022 Q3	$529K	Sell	5,062 -10	-0.2%	-$1.05K	0.43%	25
2022 Q2	$571K	Sell	5,072 -196	-4%	-$22.1K	0.42%	27
2022 Q1	$718K	Sell	5,268 -95	-2%	-$12.9K	0.48%	27
2021 Q4	$849K	Hold	5,363	–	–	0.52%	27
2021 Q3	$878K	Sell	5,363 -35	-0.6%	-$5.73K	0.6%	27
2021 Q2	$840K	Buy	5,398 +35	+0.7%	+$5.45K	0.54%	24
2021 Q1	$816K	Buy	5,363 +57	+1%	+$8.67K	0.61%	25
2020 Q4	$674K	Buy	5,306 +454	+9%	+$57.7K	0.62%	28
2020 Q3	$467K	Sell	4,852 -312	-6%	-$30K	0.45%	37
2020 Q2	$486K	Sell	5,164 -1,796	-26%	-$169K	0.48%	35
2020 Q1	$627K	Buy	6,960 +613	+10%	+$55.2K	0.65%	29
2019 Q4	$885K	Buy	6,347 +1,383	+28%	+$193K	0.41%	33
2019 Q3	$584K	Hold	4,964	–	–	0.43%	39
2019 Q2	$555K	Sell	4,964 -14	-0.3%	-$1.57K	0.28%	42
2019 Q1	$504K	Buy	4,978 +14	+0.3%	+$1.42K	0.25%	46
2018 Q4	$485K	Hold	4,964	–	–	0.26%	47
2018 Q3	$560K	Sell	4,964 -351	-7%	-$39.6K	0.26%	42
2018 Q2	$554K	Hold	5,315	–	–	0.26%	40
2018 Q1	$584K	Sell	5,315 -601	-10%	-$66K	0.27%	37
2017 Q4	$633K	Buy	5,916 +495	+9%	+$53K	0.29%	34
2017 Q3	$518K	Sell	5,421 -305	-5%	-$29.1K	0.25%	39
2017 Q2	$523K	Buy	5,726 +312	+6%	+$28.5K	0.25%	40
2017 Q1	$476K	Hold	5,414	–	–	0.23%	42
2016 Q4	$467K	Buy	+5,414	New	+$467K	0.23%	45