OPOWM
One Plus One Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
8,717
-260
| -3% | -$75.4K | 1.38% | 23 |
|
|
2025
Q1 | $2.2M | Sell |
8,977
-228
| -2% | -$55.9K | 1.2% | 26 |
|
|
2024
Q4 | $2.21M | Hold |
9,205
| – | – | 1.3% | 25 |
|
|
2024
Q3 | $1.94M | Sell |
9,205
-100
| -1% | -$21.1K | 1.15% | 23 |
|
|
2024
Q2 | $1.88M | Buy |
9,305
+2,047
| +28% | +$414K | 1.08% | 24 |
|
|
2024
Q1 | $1.45M | Hold |
7,258
| – | – | 0.83% | 33 |
|
|
2023
Q4 | $1.23M | Sell |
7,258
-30
| -0.4% | -$5.1K | 0.75% | 33 |
|
|
2023
Q3 | $1.06M | Sell |
7,288
-441
| -6% | -$64K | 0.69% | 34 |
|
|
2023
Q2 | $1.12M | Sell |
7,729
-615
| -7% | -$89.4K | 0.72% | 34 |
|
|
2023
Q1 | $1.09M | Sell |
8,344
-1,035
| -11% | -$135K | 0.77% | 34 |
|
|
2022
Q4 | $1.26M | Sell |
9,379
-165
| -2% | -$22.1K | 0.88% | 33 |
|
|
2022
Q3 | $997K | Hold |
9,544
| – | – | 0.81% | 37 |
|
|
2022
Q2 | $1.08M | Buy |
9,544
+97
| +1% | +$10.9K | 0.81% | 37 |
|
|
2022
Q1 | $1.29M | Buy |
9,447
+91
| +1% | +$12.4K | 0.85% | 31 |
|
|
2021
Q4 | $1.48M | Hold |
9,356
| – | – | 1.02% | 27 |
|
|
2021
Q3 | $1.53M | Hold |
9,356
| – | – | 1.1% | 23 |
|
|
2021
Q2 | $1.46M | Buy |
9,356
+24
| +0.3% | +$3.73K | 1% | 24 |
|
|
2021
Q1 | $1.42M | Buy |
+9,332
| New | +$1.42M | 1.11% | 22 |
|