OC
Oppenheimer & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118M | Buy |
405,686
+7,868
| +2% | +$2.28M | 1.56% | 6 |
|
|
2025
Q1 | $97.6M | Buy |
397,818
+32,782
| +9% | +$8.04M | 1.47% | 7 |
|
|
2024
Q4 | $87.5M | Buy |
365,036
+5,485
| +2% | +$1.31M | 1.31% | 8 |
|
|
2024
Q3 | $75.8M | Sell |
359,551
-731
| -0.2% | -$154K | 1.16% | 8 |
|
|
2024
Q2 | $72.9M | Buy |
360,282
+13,164
| +4% | +$2.66M | 1.16% | 10 |
|
|
2024
Q1 | $69.5M | Sell |
347,118
-6,687
| -2% | -$1.34M | 1.15% | 8 |
|
|
2023
Q4 | $60.2M | Sell |
353,805
-11,846
| -3% | -$2.02M | 1.11% | 8 |
|
|
2023
Q3 | $53M | Buy |
365,651
+5,696
| +2% | +$826K | 1.09% | 9 |
|
|
2023
Q2 | $52.4M | Sell |
359,955
-5,401
| -1% | -$786K | 1.05% | 6 |
|
|
2023
Q1 | $47.6M | Buy |
365,356
+13,595
| +4% | +$1.77M | 1.01% | 5 |
|
|
2022
Q4 | $47.2M | Sell |
351,761
-7,997
| -2% | -$1.07M | 1.07% | 5 |
|
|
2022
Q3 | $37.6M | Sell |
359,758
-12,723
| -3% | -$1.33M | 0.88% | 11 |
|
|
2022
Q2 | $41.9M | Buy |
372,481
+5,245
| +1% | +$591K | 0.9% | 9 |
|
|
2022
Q1 | $50.1M | Buy |
367,236
+32,327
| +10% | +$4.41M | 0.9% | 10 |
|
|
2021
Q4 | $53M | Buy |
334,909
+6,221
| +2% | +$985K | 0.93% | 10 |
|
|
2021
Q3 | $53.8M | Buy |
328,688
+2,135
| +0.7% | +$349K | 1.01% | 7 |
|
|
2021
Q2 | $50.8M | Buy |
326,553
+12,061
| +4% | +$1.88M | 0.91% | 9 |
|
|
2021
Q1 | $47.9M | Sell |
314,492
-62,724
| -17% | -$9.55M | 0.96% | 7 |
|
|
2020
Q4 | $47.9M | Buy |
377,216
+11,338
| +3% | +$1.44M | 1.01% | 7 |
|
|
2020
Q3 | $35.2M | Sell |
365,878
-12,042
| -3% | -$1.16M | 0.88% | 11 |
|
|
2020
Q2 | $35.5M | Sell |
377,920
-51,121
| -12% | -$4.81M | 0.92% | 12 |
|
|
2020
Q1 | $38.6M | Buy |
429,041
+85,507
| +25% | +$7.7M | 1.17% | 7 |
|
|
2019
Q4 | $47.9M | Buy |
343,534
+17,992
| +6% | +$2.51M | 1.19% | 4 |
|
|
2019
Q3 | $38.3M | Buy |
325,542
+2,613
| +0.8% | +$308K | 1.04% | 5 |
|
|
2019
Q2 | $36.1M | Sell |
322,929
-70,752
| -18% | -$7.91M | 0.98% | 9 |
|
|
2019
Q1 | $39.9M | Sell |
393,681
-1,117
| -0.3% | -$113K | 1.06% | 5 |
|
|
2018
Q4 | $38.5M | Sell |
394,798
-60,082
| -13% | -$5.87M | 1.2% | 5 |
|
|
2018
Q3 | $51.3M | Buy |
454,880
+14,550
| +3% | +$1.64M | 1.31% | 4 |
|
|
2018
Q2 | $45.9M | Buy |
440,330
+4,747
| +1% | +$495K | 1.25% | 5 |
|
|
2018
Q1 | $47.9M | Buy |
435,583
+12,925
| +3% | +$1.42M | 1.23% | 8 |
|
|
2017
Q4 | $45.2M | Buy |
422,658
+14,232
| +3% | +$1.52M | 1.16% | 8 |
|
|
2017
Q3 | $39M | Sell |
408,426
-45,861
| -10% | -$4.38M | 1.04% | 7 |
|
|
2017
Q2 | $41.5M | Buy |
454,287
+22,686
| +5% | +$2.07M | 1.14% | 7 |
|
|
2017
Q1 | $37.9M | Buy |
431,601
+44,087
| +11% | +$3.87M | 1.07% | 8 |
|
|
2016
Q4 | $33.4M | Sell |
387,514
-16,141
| -4% | -$1.39M | 0.97% | 8 |
|
|
2016
Q3 | $26.9M | Sell |
403,655
-14,621
| -3% | -$974K | 0.78% | 13 |
|
|
2016
Q2 | $26M | Buy |
418,276
+4,014
| +1% | +$249K | 0.77% | 15 |
|
|
2016
Q1 | $24.5M | Sell |
414,262
-62,950
| -13% | -$3.73M | 0.75% | 14 |
|
|
2015
Q4 | $31.5M | Buy |
477,212
+19,153
| +4% | +$1.26M | 0.94% | 8 |
|
|
2015
Q3 | $27.9M | Buy |
458,059
+36,979
| +9% | +$2.25M | 0.85% | 9 |
|
|
2015
Q2 | $28.5M | Sell |
421,080
-34,052
| -7% | -$2.31M | 0.79% | 8 |
|
|
2015
Q1 | $27.6M | Sell |
455,132
-2,598
| -0.6% | -$157K | 0.75% | 10 |
|
|
2014
Q4 | $28.6M | Buy |
457,730
+57,137
| +14% | +$3.58M | 0.82% | 8 |
|
|
2014
Q3 | $24.1M | Sell |
400,593
-16,006
| -4% | -$964K | 0.72% | 14 |
|
|
2014
Q2 | $24M | Sell |
416,599
-2,655
| -0.6% | -$153K | 0.72% | 15 |
|
|
2014
Q1 | $25.5M | Buy |
419,254
+41,053
| +11% | +$2.49M | 0.76% | 13 |
|
|
2013
Q4 | $22.1M | Sell |
378,201
-58,056
| -13% | -$3.4M | 0.71% | 19 |
|
|
2013
Q3 | $22.6M | Buy |
436,257
+84,484
| +24% | +$4.37M | 0.79% | 11 |
|
|
2013
Q2 | $18.6M | Buy |
+351,773
| New | +$18.6M | 0.72% | 17 |
|