OA
Operose Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
4,380
+1,045
| +31% | +$303K | 0.36% | 39 |
|
|
2025
Q1 | $818K | Buy |
3,335
+621
| +23% | +$152K | 0.27% | 55 |
|
|
2024
Q4 | $651K | Sell |
2,714
-975
| -26% | -$234K | 0.22% | 62 |
|
|
2024
Q3 | $778K | Buy |
3,689
+166
| +5% | +$35K | 0.25% | 56 |
|
|
2024
Q2 | $713K | Sell |
3,523
-483
| -12% | -$97.7K | 0.25% | 54 |
|
|
2024
Q1 | $802K | Buy |
4,006
+2,075
| +107% | +$416K | 0.27% | 53 |
|
|
2023
Q4 | $328K | Sell |
1,931
-1,340
| -41% | -$228K | 0.13% | 79 |
|
|
2023
Q3 | $474K | Buy |
3,271
+2,021
| +162% | +$293K | 0.19% | 51 |
|
|
2023
Q2 | $182K | Buy |
1,250
+321
| +35% | +$46.7K | 0.08% | 91 |
|
|
2023
Q1 | $121K | Hold |
929
| – | – | 0.06% | 101 |
|
|
2022
Q4 | $125K | Sell |
929
-100
| -10% | -$13.4K | 0.07% | 100 |
|
|
2022
Q3 | $108K | Hold |
1,029
| – | – | 0.07% | 92 |
|
|
2022
Q2 | $116K | Hold |
1,029
| – | – | 0.08% | 87 |
|
|
2022
Q1 | $140K | Hold |
1,029
| – | – | 0.1% | 84 |
|
|
2021
Q4 | $163K | Buy |
+1,029
| New | +$163K | 0.13% | 70 |
|