O'Rourke & Company’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
Q3 | $7.04M | Sell |
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|
2025
Q2 | $6.66M | Sell |
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|
2025
Q1 | $5.71M | Buy |
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|
2024
Q4 | $5.54M | Sell |
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|
2024
Q3 | $4.88M | Buy |
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|
2024
Q2 | $4.65M | Sell |
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|
2024
Q1 | $4.62M | Buy |
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|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $3.09M | Buy |
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|
2023
Q1 | $2.69M | Buy |
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|
2022
Q4 | $2.75M | Buy |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $2.75M | Buy |
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