OPW
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Osprey Private Wealth’s JPMorgan Chase JPM Stock Holding History

Osprey Private Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.5M Buy
35,330
+355
+1% +$105K 5.69% 4
2025
Q1 		$8.58M Buy
34,975
+6,300
+22% +$1.55M 5.09% 5
2024
Q4 		$6.87M Sell
28,675
-50
-0.2% -$12K 4.8% 5
2024
Q3 		$6.06M Buy
+28,725
New +$6.06M 4.24% 7