O'Neil Global 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 | $1.59M | Buy |
+5,484
| New | +$1.59M | 0.37% | 34 |
|
|
2025
Q1 | – | Sell |
-2,216
| Closed | -$531K | – | 35 |
|
|
2024
Q4 | $531K | Buy |
2,216
+6
| +0.3% | +$1.44K | 0.16% | 33 |
|
|
2024
Q3 | $466K | Buy |
2,210
+710
| +47% | +$150K | 0.12% | 56 |
|
|
2024
Q2 | $303K | Buy |
+1,500
| New | +$303K | 0.14% | 36 |
|
|
2024
Q1 | – | Sell |
-8,200
| Closed | -$1.4M | – | 53 |
|
|
2023
Q4 | $1.4M | Buy |
+8,200
| New | +$1.4M | 0.81% | 15 |
|
|
2023
Q1 | – | Sell |
-4,313
| Closed | -$578K | – | 78 |
|
|
2022
Q4 | $578K | Buy |
+4,313
| New | +$578K | 2.67% | 9 |
|
|
2022
Q1 | – | Sell |
-3,560
| Closed | -$564K | – | 83 |
|
|
2021
Q4 | $564K | Buy |
+3,560
| New | +$564K | 0.93% | 22 |
|