OPCM
Osborne Partners Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33M | Sell |
113,722
-4,891
| -4% | -$1.42M | 1.75% | 9 |
|
|
2025
Q1 | $29.1M | Sell |
118,613
-6,170
| -5% | -$1.51M | 1.68% | 11 |
|
|
2024
Q4 | $29.9M | Sell |
124,783
-3,142
| -2% | -$753K | 1.73% | 9 |
|
|
2024
Q3 | $27M | Sell |
127,925
-4,381
| -3% | -$924K | 1.53% | 11 |
|
|
2024
Q2 | $26.8M | Sell |
132,306
-597
| -0.4% | -$121K | 1.6% | 11 |
|
|
2024
Q1 | $26.6M | Sell |
132,903
-1,730
| -1% | -$347K | 1.64% | 10 |
|
|
2023
Q4 | $22.9M | Buy |
134,633
+367
| +0.3% | +$62.4K | 1.5% | 11 |
|
|
2023
Q3 | $19.5M | Sell |
134,266
-50
| -0% | -$7.25K | 1.44% | 16 |
|
|
2023
Q2 | $19.5M | Buy |
134,316
+1,055
| +0.8% | +$153K | 1.41% | 17 |
|
|
2023
Q1 | $17.4M | Buy |
133,261
+321
| +0.2% | +$41.8K | 1.27% | 19 |
|
|
2022
Q4 | $17.8M | Sell |
132,940
-3,048
| -2% | -$409K | 1.4% | 15 |
|
|
2022
Q3 | $14.2M | Buy |
135,988
+677
| +0.5% | +$70.7K | 1.19% | 19 |
|
|
2022
Q2 | $15.2M | Buy |
135,311
+9,553
| +8% | +$1.08M | 1.17% | 19 |
|
|
2022
Q1 | $17.1M | Buy |
125,758
+753
| +0.6% | +$103K | 1.27% | 20 |
|
|
2021
Q4 | $19.8M | Buy |
125,005
+1,668
| +1% | +$264K | 1.44% | 17 |
|
|
2021
Q3 | $20.2M | Buy |
123,337
+1,598
| +1% | +$262K | 1.62% | 14 |
|
|
2021
Q2 | $18.9M | Buy |
121,739
+975
| +0.8% | +$152K | 1.56% | 13 |
|
|
2021
Q1 | $18.4M | Sell |
120,764
-21,946
| -15% | -$3.34M | 1.67% | 12 |
|
|
2020
Q4 | $18.1M | Buy |
142,710
+9,264
| +7% | +$1.18M | 2.22% | 5 |
|
|
2020
Q3 | $12.8M | Sell |
133,446
-1,334
| -1% | -$128K | 2.59% | 4 |
|
|
2020
Q2 | $12.7M | Sell |
134,780
-1,095
| -0.8% | -$103K | 2.71% | 3 |
|
|
2020
Q1 | $12.2M | Sell |
135,875
-605
| -0.4% | -$54.5K | 3.19% | 3 |
|
|
2019
Q4 | $19M | Sell |
136,480
-7,449
| -5% | -$1.04M | 3.85% | 2 |
|
|
2019
Q3 | $16.9M | Sell |
143,929
-2,912
| -2% | -$343K | 3.4% | 3 |
|
|
2019
Q2 | $16.4M | Sell |
146,841
-36,753
| -20% | -$4.11M | 3.14% | 3 |
|
|
2019
Q1 | $18.6M | Sell |
183,594
-22,499
| -11% | -$2.28M | 3.63% | 2 |
|
|
2018
Q4 | $20.1M | Buy |
206,093
+1,067
| +0.5% | +$104K | 3.01% | 3 |
|
|
2018
Q3 | $23.1M | Sell |
205,026
-2,465
| -1% | -$278K | 2.96% | 4 |
|
|
2018
Q2 | $21.6M | Sell |
207,491
-9,957
| -5% | -$1.04M | 2.95% | 4 |
|
|
2018
Q1 | $23.9M | Sell |
217,448
-6,201
| -3% | -$682K | 3.29% | 3 |
|
|
2017
Q4 | $23.9M | Sell |
223,649
-3,331
| -1% | -$356K | 3.17% | 3 |
|
|
2017
Q3 | $21.7M | Sell |
226,980
-3,599
| -2% | -$344K | 2.97% | 3 |
|
|
2017
Q2 | $21.1M | Buy |
230,579
+3,321
| +1% | +$304K | 3% | 3 |
|
|
2017
Q1 | $20M | Sell |
227,258
-7,877
| -3% | -$692K | 2.86% | 4 |
|
|
2016
Q4 | $20.3M | Sell |
235,135
-9,878
| -4% | -$852K | 2.97% | 3 |
|
|
2016
Q3 | $16.3M | Sell |
245,013
-6,517
| -3% | -$434K | 2.44% | 5 |
|
|
2016
Q2 | $15.6M | Sell |
251,530
-6,750
| -3% | -$419K | 2.33% | 8 |
|
|
2016
Q1 | $15.3M | Sell |
258,280
-461
| -0.2% | -$27.3K | 2.24% | 10 |
|
|
2015
Q4 | $17.1M | Sell |
258,741
-750
| -0.3% | -$49.5K | 2.49% | 7 |
|
|
2015
Q3 | $15.8M | Sell |
259,491
-2,876
| -1% | -$175K | 2.33% | 8 |
|
|
2015
Q2 | $17.8M | Sell |
262,367
-3,170
| -1% | -$215K | 2.38% | 7 |
|
|
2015
Q1 | $16.1M | Sell |
265,537
-27,217
| -9% | -$1.65M | 2.11% | 9 |
|
|
2014
Q4 | $18.3M | Buy |
292,754
+1,348
| +0.5% | +$84.4K | 2.22% | 9 |
|
|
2014
Q3 | $17.6M | Buy |
291,406
+1,170
| +0.4% | +$70.5K | 2.27% | 9 |
|
|
2014
Q2 | $16.7M | Sell |
290,236
-1,617
| -0.6% | -$93.2K | 2.15% | 10 |
|
|
2014
Q1 | $17.7M | Buy |
291,853
+262
| +0.1% | +$15.9K | 2.32% | 6 |
|
|
2013
Q4 | $17.1M | Buy |
291,591
+3,303
| +1% | +$193K | 2.22% | 7 |
|
|
2013
Q3 | $14.9M | Buy |
288,288
+18,190
| +7% | +$940K | 2.08% | 10 |
|
|
2013
Q2 | $14.3M | Buy |
+270,098
| New | +$14.3M | 2.04% | 9 |
|