Oppenheimer Asset Management’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
Q2 | $135M | Sell |
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|
2025
Q1 | $115M | Sell |
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|
2024
Q4 | $143M | Sell |
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|
2024
Q3 | $127M | Sell |
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|
2024
Q2 | $124M | Buy |
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|
2024
Q1 | $107M | Sell |
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|
2023
Q4 | $115M | Buy |
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|
2023
Q3 | $97.6M | Buy |
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|
2023
Q2 | $96.9M | Sell |
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|
2023
Q1 | $91.2M | Buy |
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|
2022
Q4 | $91.7M | Buy |
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|
2022
Q3 | $69.9M | Buy |
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|
2022
Q2 | $70.9M | Sell |
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|
2022
Q1 | $86.9M | Sell |
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|
2021
Q4 | $105M | Sell |
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|
2021
Q3 | $109M | Sell |
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|
2021
Q2 | $104M | Buy |
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|
2021
Q1 | $102M | Sell |
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|
2020
Q4 | $85.2M | Buy |
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|
2020
Q3 | $64.2M | Sell |
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|
2020
Q2 | $63.9M | Sell |
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|
2020
Q1 | $62.4M | Buy |
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|
2019
Q4 | $88.3M | Sell |
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|
2019
Q3 | $74.6M | Buy |
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|
2019
Q2 | $70.8M | Sell |
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|
2019
Q1 | $64.9M | Sell |
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|
2018
Q4 | $63.8M | Buy |
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|
2018
Q3 | $70.2M | Sell |
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|
2018
Q2 | $66M | Sell |
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|
2018
Q1 | $71.4M | Sell |
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|
2017
Q4 | $66.1M | Hold |
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|
2017
Q3 | $66.1M | Sell |
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|
2017
Q2 | $67.1M | Buy |
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|
2017
Q1 | $63.3M | Buy |
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