OAM
Oppenheimer Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135M | Sell |
466,333
-1,180
| -0.3% | -$342K | 1.55% | 6 |
|
|
2025
Q1 | $115M | Sell |
467,513
-129,431
| -22% | -$31.7M | 1.42% | 7 |
|
|
2024
Q4 | $143M | Sell |
596,944
-4,410
| -0.7% | -$1.06M | 1.74% | 4 |
|
|
2024
Q3 | $127M | Sell |
601,354
-11,033
| -2% | -$2.33M | 1.53% | 6 |
|
|
2024
Q2 | $124M | Buy |
612,387
+80,338
| +15% | +$16.2M | 1.58% | 4 |
|
|
2024
Q1 | $107M | Sell |
532,049
-141,177
| -21% | -$28.3M | 1.56% | 5 |
|
|
2023
Q4 | $115M | Buy |
673,226
+551
| +0.1% | +$93.7K | 1.59% | 4 |
|
|
2023
Q3 | $97.6M | Buy |
672,675
+6,312
| +0.9% | +$915K | 1.5% | 4 |
|
|
2023
Q2 | $96.9M | Sell |
666,363
-33,389
| -5% | -$4.86M | 1.43% | 5 |
|
|
2023
Q1 | $91.2M | Buy |
699,752
+16,026
| +2% | +$2.09M | 1.4% | 5 |
|
|
2022
Q4 | $91.7M | Buy |
683,726
+15,137
| +2% | +$2.03M | 1.48% | 4 |
|
|
2022
Q3 | $69.9M | Buy |
668,589
+39,311
| +6% | +$4.11M | 1.23% | 8 |
|
|
2022
Q2 | $70.9M | Sell |
629,278
-8,208
| -1% | -$924K | 1.19% | 7 |
|
|
2022
Q1 | $86.9M | Sell |
637,486
-25,088
| -4% | -$3.42M | 1.23% | 7 |
|
|
2021
Q4 | $105M | Sell |
662,574
-6,165
| -0.9% | -$976K | 1.39% | 4 |
|
|
2021
Q3 | $109M | Sell |
668,739
-1,091
| -0.2% | -$179K | 1.56% | 4 |
|
|
2021
Q2 | $104M | Buy |
669,830
+2,182
| +0.3% | +$339K | 1.48% | 4 |
|
|
2021
Q1 | $102M | Sell |
667,648
-2,676
| -0.4% | -$407K | 1.58% | 3 |
|
|
2020
Q4 | $85.2M | Buy |
670,324
+3,021
| +0.5% | +$384K | 1.42% | 3 |
|
|
2020
Q3 | $64.2M | Sell |
667,303
-11,628
| -2% | -$1.12M | 1.25% | 7 |
|
|
2020
Q2 | $63.9M | Sell |
678,931
-13,876
| -2% | -$1.31M | 1.32% | 4 |
|
|
2020
Q1 | $62.4M | Buy |
692,807
+59,178
| +9% | +$5.33M | 1.53% | 3 |
|
|
2019
Q4 | $88.3M | Sell |
633,629
-112
| -0% | -$15.6K | 1.87% | 4 |
|
|
2019
Q3 | $74.6M | Buy |
633,741
+867
| +0.1% | +$102K | 1.66% | 4 |
|
|
2019
Q2 | $70.8M | Sell |
632,874
-8,368
| -1% | -$936K | 1.56% | 4 |
|
|
2019
Q1 | $64.9M | Sell |
641,242
-12,627
| -2% | -$1.28M | 1.46% | 5 |
|
|
2018
Q4 | $63.8M | Buy |
653,869
+31,741
| +5% | +$3.1M | 1.58% | 3 |
|
|
2018
Q3 | $70.2M | Sell |
622,128
-11,643
| -2% | -$1.31M | 1.56% | 3 |
|
|
2018
Q2 | $66M | Sell |
633,771
-15,682
| -2% | -$1.63M | 1.62% | 2 |
|
|
2018
Q1 | $71.4M | Sell |
649,453
-42,829
| -6% | -$4.71M | 1.79% | 2 |
|
|
2017
Q4 | $66.1M | Hold |
692,282
| – | – | 1.75% | 3 |
|
|
2017
Q3 | $66.1M | Sell |
692,282
-41,441
| -6% | -$3.96M | 1.72% | 3 |
|
|
2017
Q2 | $67.1M | Buy |
733,723
+12,755
| +2% | +$1.17M | 1.85% | 3 |
|
|
2017
Q1 | $63.3M | Buy |
+720,968
| New | +$63.3M | 1.8% | 3 |
|