OBWG
Onyx Bridge Wealth Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Sell |
13,905
-113
| -0.8% | -$32.8K | 0.53% | 45 |
|
|
2025
Q1 | $3.44M | Buy |
14,018
+289
| +2% | +$70.9K | 0.49% | 48 |
|
|
2024
Q4 | $3.29M | Sell |
13,729
-34
| -0.2% | -$8.15K | 0.47% | 45 |
|
|
2024
Q3 | $2.9M | Buy |
13,763
+237
| +2% | +$50K | 0.44% | 47 |
|
|
2024
Q2 | $2.74M | Sell |
13,526
-419
| -3% | -$84.7K | 0.45% | 47 |
|
|
2024
Q1 | $2.7M | Buy |
13,945
+3,205
| +30% | +$620K | 0.48% | 44 |
|
|
2023
Q4 | $1.83M | Sell |
10,740
-198
| -2% | -$33.7K | 0.37% | 46 |
|
|
2023
Q3 | $1.59M | Buy |
10,938
+728
| +7% | +$106K | 0.37% | 50 |
|
|
2023
Q2 | $1.49M | Buy |
10,210
+472
| +5% | +$68.7K | 0.36% | 57 |
|
|
2023
Q1 | $1.27M | Buy |
9,738
+176
| +2% | +$22.9K | 0.51% | 38 |
|
|
2022
Q4 | $1.32M | Buy |
9,562
+310
| +3% | +$42.8K | 0.54% | 28 |
|
|
2022
Q3 | $959K | Sell |
9,252
-303
| -3% | -$31.4K | 0.44% | 34 |
|
|
2022
Q2 | $1.1M | Sell |
9,555
-3,138
| -25% | -$360K | 0.49% | 28 |
|
|
2022
Q1 | $1.54M | Buy |
12,693
+2,616
| +26% | +$318K | 0.58% | 20 |
|
|
2021
Q4 | $1.63M | Buy |
10,077
+533
| +6% | +$86.2K | 0.55% | 17 |
|
|
2021
Q3 | $1.59M | Buy |
9,544
+2,496
| +35% | +$416K | 0.6% | 18 |
|
|
2021
Q2 | $1.07M | Buy |
7,048
+1,776
| +34% | +$270K | 0.46% | 22 |
|
|
2021
Q1 | $803K | Buy |
5,272
+456
| +9% | +$69.5K | 0.4% | 28 |
|
|
2020
Q4 | $612K | Buy |
+4,816
| New | +$612K | 0.4% | 33 |
|