OCPWS
One Charles Private Wealth Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
13,697
+1,365
| +11% | +$396K | 1.12% | 17 |
|
|
2025
Q1 | $3.03M | Buy |
12,332
+78
| +0.6% | +$19.1K | 0.98% | 16 |
|
|
2024
Q4 | $2.94M | Buy |
12,254
+75
| +0.6% | +$18K | 0.99% | 15 |
|
|
2024
Q3 | $2.57M | Buy |
12,179
+44
| +0.4% | +$9.28K | 0.98% | 17 |
|
|
2024
Q2 | $2.45M | Buy |
12,135
+83
| +0.7% | +$16.8K | 1.02% | 17 |
|
|
2024
Q1 | $2.41M | Buy |
12,052
+260
| +2% | +$52.1K | 1.05% | 14 |
|
|
2023
Q4 | $2.01M | Buy |
11,792
+342
| +3% | +$58.2K | 1.06% | 14 |
|
|
2023
Q3 | $1.66M | Buy |
11,450
+241
| +2% | +$35K | 0.97% | 19 |
|
|
2023
Q2 | $1.63M | Sell |
11,209
-59
| -0.5% | -$8.58K | 0.95% | 23 |
|
|
2023
Q1 | $1.47M | Buy |
11,268
+61
| +0.5% | +$7.95K | 0.91% | 25 |
|
|
2022
Q4 | $1.5M | Sell |
11,207
-25
| -0.2% | -$3.35K | 0.97% | 26 |
|
|
2022
Q3 | $1.17M | Buy |
11,232
+196
| +2% | +$20.5K | 0.78% | 32 |
|
|
2022
Q2 | $1.24M | Buy |
11,036
+139
| +1% | +$15.6K | 0.83% | 32 |
|
|
2022
Q1 | $1.49M | Sell |
10,897
-11
| -0.1% | -$1.5K | 0.92% | 28 |
|
|
2021
Q4 | $1.73M | Sell |
10,908
-1,012
| -8% | -$160K | 0.98% | 25 |
|
|
2021
Q3 | $1.95M | Sell |
11,920
-272
| -2% | -$44.5K | 1.12% | 23 |
|
|
2021
Q2 | $1.9M | Buy |
12,192
+7,516
| +161% | +$1.17M | 1.27% | 23 |
|
|
2021
Q1 | $712K | Buy |
4,676
+595
| +15% | +$90.6K | 3.27% | 11 |
|
|
2020
Q4 | $519K | Buy |
+4,081
| New | +$519K | 4.93% | 5 |
|
|
2020
Q3 | – | Sell |
-15,004
| Closed | -$1.49M | – | 59 |
|
|
2020
Q2 | $1.49M | Buy |
15,004
+308
| +2% | +$30.5K | 0.77% | 18 |
|
|
2020
Q1 | $1.32M | Buy |
14,696
+2,156
| +17% | +$194K | 1.09% | 18 |
|
|
2019
Q4 | $1.75M | Buy |
+12,540
| New | +$1.75M | 1.15% | 20 |
|