OIM
Orca Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
7,151
+90
| +1% | +$26.1K | 1.87% | 16 |
|
|
2025
Q1 | $1.73M | Buy |
7,061
+24
| +0.3% | +$5.89K | 1.73% | 18 |
|
|
2024
Q4 | $1.69M | Sell |
7,037
-706
| -9% | -$169K | 1.59% | 24 |
|
|
2024
Q3 | $1.63M | Buy |
7,743
+343
| +5% | +$72.3K | 1.47% | 23 |
|
|
2024
Q2 | $1.5M | Buy |
7,400
+21
| +0.3% | +$4.25K | 1.43% | 23 |
|
|
2024
Q1 | $1.48M | Sell |
7,379
-746
| -9% | -$149K | 1.38% | 26 |
|
|
2023
Q4 | $1.38M | Buy |
8,125
+11
| +0.1% | +$1.87K | 1.33% | 27 |
|
|
2023
Q3 | $1.18M | Sell |
8,114
-180
| -2% | -$26.1K | 1.31% | 27 |
|
|
2023
Q2 | $1.21M | Buy |
8,294
+68
| +0.8% | +$9.89K | 1.31% | 26 |
|
|
2023
Q1 | $1.07M | Buy |
8,226
+4
| +0% | +$521 | 1.31% | 25 |
|
|
2022
Q4 | $1.1M | Buy |
8,222
+30
| +0.4% | +$4.02K | 1.4% | 24 |
|
|
2022
Q3 | $856K | Sell |
8,192
-226
| -3% | -$23.6K | 1.12% | 27 |
|
|
2022
Q2 | $948K | Buy |
8,418
+135
| +2% | +$15.2K | 0.88% | 30 |
|
|
2022
Q1 | $1.13M | Sell |
8,283
-344
| -4% | -$46.9K | 0.92% | 29 |
|
|
2021
Q4 | $1.37M | Sell |
8,627
-358
| -4% | -$56.7K | 1.12% | 29 |
|
|
2021
Q3 | $1.47M | Sell |
8,985
-883
| -9% | -$145K | 1.29% | 29 |
|
|
2021
Q2 | $1.54M | Sell |
9,868
-840
| -8% | -$131K | 1.38% | 28 |
|
|
2021
Q1 | $1.63M | Sell |
10,708
-321
| -3% | -$48.9K | 1.69% | 24 |
|
|
2020
Q4 | $1.4M | Buy |
+11,029
| New | +$1.4M | 1.47% | 27 |
|
|
2019
Q3 | $1.41M | Buy |
11,997
+14
| +0.1% | +$1.65K | 1.66% | 25 |
|
|
2019
Q2 | $1.34M | Sell |
11,983
-70
| -0.6% | -$7.83K | 1.49% | 27 |
|
|
2019
Q1 | $1.22M | Buy |
12,053
+227
| +2% | +$23K | 1.39% | 27 |
|
|
2018
Q4 | $1.15M | Buy |
11,826
+296
| +3% | +$28.9K | 1.48% | 27 |
|
|
2018
Q3 | $1.3M | Sell |
11,530
-232
| -2% | -$26.2K | 1.31% | 28 |
|
|
2018
Q2 | $1.23M | Buy |
11,762
+658
| +6% | +$68.6K | 1.31% | 29 |
|
|
2018
Q1 | $1.22M | Sell |
11,104
-3,538
| -24% | -$389K | 1.4% | 26 |
|
|
2017
Q4 | $1.57M | Hold |
14,642
| – | – | 1.37% | 29 |
|
|
2017
Q3 | $1.4M | Hold |
14,642
| – | – | 1.24% | 32 |
|
|
2017
Q2 | $1.34M | Sell |
14,642
-1,000
| -6% | -$91.4K | 1.25% | 32 |
|
|
2017
Q1 | $1.37M | Hold |
15,642
| – | – | 1.25% | 34 |
|
|
2016
Q4 | $1.35M | Sell |
15,642
-347
| -2% | -$29.9K | 1.32% | 33 |
|
|
2016
Q3 | $1.07M | Hold |
15,989
| – | – | 1.11% | 32 |
|
|
2016
Q2 | $994K | Sell |
15,989
-136
| -0.8% | -$8.46K | 0.97% | 39 |
|
|
2016
Q1 | $955K | Hold |
16,125
| – | – | 1.08% | 33 |
|
|
2015
Q4 | $1.07M | Sell |
16,125
-410
| -2% | -$27.1K | 1.17% | 34 |
|
|
2015
Q3 | $1.01M | Hold |
16,535
| – | – | 1.24% | 33 |
|
|
2015
Q2 | $1.12M | Buy |
16,535
+41
| +0.2% | +$2.78K | 1.03% | 40 |
|
|
2015
Q1 | $999K | Hold |
16,494
| – | – | 0.89% | 38 |
|
|
2014
Q4 | $1.03M | Sell |
16,494
-727
| -4% | -$45.5K | 0.92% | 40 |
|
|
2014
Q3 | $1.04M | Buy |
17,221
+533
| +3% | +$32.1K | 0.89% | 40 |
|
|
2014
Q2 | $962K | Buy |
16,688
+2,409
| +17% | +$139K | 0.76% | 39 |
|
|
2014
Q1 | $867K | Hold |
14,279
| – | – | 0.72% | 43 |
|
|
2013
Q4 | $835K | Buy |
+14,279
| New | +$835K | 0.68% | 44 |
|