O'Rourke & Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Sell |
22,963
-334
| -1% | -$96.8K | 3.11% | 5 |
|
|
2025
Q1 | $5.71M | Buy |
23,297
+184
| +0.8% | +$45.1K | 2.84% | 7 |
|
|
2024
Q4 | $5.54M | Sell |
23,113
-37
| -0.2% | -$8.87K | 2.71% | 8 |
|
|
2024
Q3 | $4.88M | Buy |
23,150
+170
| +0.7% | +$35.8K | 2.44% | 8 |
|
|
2024
Q2 | $4.65M | Sell |
22,980
-61
| -0.3% | -$12.3K | 2.62% | 9 |
|
|
2024
Q1 | $4.62M | Buy |
23,041
+1,171
| +5% | +$235K | 2.68% | 7 |
|
|
2023
Q4 | $3.72M | Buy |
21,870
+378
| +2% | +$64.3K | 2.4% | 8 |
|
|
2023
Q3 | $3.12M | Buy |
21,492
+276
| +1% | +$40K | 2.27% | 8 |
|
|
2023
Q2 | $3.09M | Buy |
21,216
+542
| +3% | +$78.8K | 2.16% | 8 |
|
|
2023
Q1 | $2.69M | Buy |
20,674
+155
| +0.8% | +$20.2K | 2.05% | 8 |
|
|
2022
Q4 | $2.75M | Buy |
20,519
+882
| +4% | +$118K | 2.18% | 8 |
|
|
2022
Q3 | $2.05M | Buy |
19,637
+1,614
| +9% | +$169K | 1.79% | 11 |
|
|
2022
Q2 | $2.03M | Buy |
18,023
+558
| +3% | +$62.9K | 1.72% | 13 |
|
|
2022
Q1 | $2.38M | Buy |
17,465
+80
| +0.5% | +$10.9K | 1.64% | 15 |
|
|
2021
Q4 | $2.75M | Buy |
+17,385
| New | +$2.75M | 1.84% | 14 |
|