O'Neil Global Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.76M | Buy |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $531K | Buy |
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $578K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $564K | Buy |
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