OneDigital Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.3M | Sell |
111,395
-23,032
| -17% | -$6.68M | 0.36% | 55 |
|
|
2025
Q1 | $33M | Sell |
134,427
-9,390
| -7% | -$2.3M | 0.39% | 53 |
|
|
2024
Q4 | $34.5M | Buy |
143,817
+2,079
| +1% | +$498K | 0.4% | 51 |
|
|
2024
Q3 | $29.9M | Sell |
141,738
-2,850
| -2% | -$601K | 0.34% | 58 |
|
|
2024
Q2 | $29.2M | Buy |
144,588
+1,418
| +1% | +$287K | 0.37% | 56 |
|
|
2024
Q1 | $28.7M | Sell |
143,170
-7,351
| -5% | -$1.47M | 0.45% | 51 |
|
|
2023
Q4 | $25.6M | Buy |
150,521
+16,975
| +13% | +$2.89M | 0.45% | 49 |
|
|
2023
Q3 | $19.4M | Buy |
133,546
+6,556
| +5% | +$951K | 0.42% | 55 |
|
|
2023
Q2 | $18.5M | Buy |
126,990
+7,038
| +6% | +$1.02M | 0.41% | 53 |
|
|
2023
Q1 | $15.6M | Buy |
119,952
+9,479
| +9% | +$1.24M | 0.37% | 57 |
|
|
2022
Q4 | $14.8M | Buy |
110,473
+42,792
| +63% | +$5.74M | 0.43% | 50 |
|
|
2022
Q3 | $7.07M | Buy |
67,681
+15,523
| +30% | +$1.62M | 0.26% | 62 |
|
|
2022
Q2 | $5.87M | Buy |
52,158
+967
| +2% | +$109K | 0.25% | 59 |
|
|
2022
Q1 | $6.98M | Buy |
51,191
+3,615
| +8% | +$493K | 0.26% | 54 |
|
|
2021
Q4 | $7.53M | Buy |
47,576
+2,838
| +6% | +$449K | 0.27% | 52 |
|
|
2021
Q3 | $7.32M | Buy |
44,738
+1,938
| +5% | +$317K | 0.29% | 54 |
|
|
2021
Q2 | $6.66M | Buy |
42,800
+1,241
| +3% | +$193K | 0.27% | 57 |
|
|
2021
Q1 | $6.33M | Sell |
41,559
-1,987
| -5% | -$302K | 0.3% | 56 |
|
|
2020
Q4 | $5.58M | Buy |
43,546
+650
| +2% | +$83.2K | 0.29% | 59 |
|
|
2020
Q3 | $4.14M | Sell |
42,896
-5,455
| -11% | -$526K | 0.29% | 68 |
|
|
2020
Q2 | $4.57M | Buy |
48,351
+2,596
| +6% | +$245K | 0.33% | 68 |
|
|
2020
Q1 | $4.09M | Buy |
45,755
+4,968
| +12% | +$445K | 0.36% | 62 |
|
|
2019
Q4 | $5.69M | Sell |
40,787
-630
| -2% | -$87.8K | 0.45% | 46 |
|
|
2019
Q3 | $4.87M | Sell |
41,417
-8,613
| -17% | -$1.01M | 0.44% | 50 |
|
|
2019
Q2 | $5.59M | Buy |
50,030
+9,016
| +22% | +$1.01M | 0.43% | 41 |
|
|
2019
Q1 | $4.19M | Buy |
41,014
+2,545
| +7% | +$260K | 0.61% | 40 |
|
|
2018
Q4 | $3.76M | Buy |
38,469
+31,278
| +435% | +$3.05M | 0.63% | 37 |
|
|
2018
Q3 | $812K | Buy |
7,191
+824
| +13% | +$93K | 0.19% | 71 |
|
|
2018
Q2 | $663K | Buy |
6,367
+944
| +17% | +$98.3K | 0.14% | 99 |
|
|
2018
Q1 | $596K | Buy |
5,423
+888
| +20% | +$97.6K | 0.13% | 113 |
|
|
2017
Q4 | $485K | Buy |
4,535
+3,379
| +292% | +$361K | 0.06% | 129 |
|
|
2017
Q3 | $110K | Sell |
1,156
-3,109
| -73% | -$296K | 0.04% | 216 |
|
|
2017
Q2 | $389K | Buy |
+4,265
| New | +$389K | 0.12% | 133 |
|