Owen LaRue’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 | $11M | Buy |
38,003
+793
| +2% | +$230K | 4.68% | 4 |
|
|
2025
Q1 | $9.13M | Buy |
37,210
+1,060
| +3% | +$260K | 4.55% | 5 |
|
|
2024
Q4 | $8.67M | Buy |
36,150
+116
| +0.3% | +$27.8K | 4.53% | 6 |
|
|
2024
Q3 | $7.6M | Sell |
36,034
-1,329
| -4% | -$280K | 4.04% | 5 |
|
|
2024
Q2 | $7.56M | Sell |
37,363
-2,428
| -6% | -$491K | 4.68% | 6 |
|
|
2024
Q1 | $7.97M | Buy |
39,791
+12,434
| +45% | +$2.49M | 4.99% | 4 |
|
|
2023
Q4 | $4.65M | Buy |
27,357
+2,168
| +9% | +$369K | 4.43% | 5 |
|
|
2023
Q3 | $3.65M | Buy |
25,189
+10,436
| +71% | +$1.51M | 4.02% | 6 |
|
|
2023
Q2 | $2.16M | Sell |
14,753
-2,290
| -13% | -$336K | 2.27% | 13 |
|
|
2023
Q1 | $2.32M | Hold |
17,043
| – | – | 2.51% | 14 |
|
|
2022
Q4 | $2.32M | Buy |
+17,043
| New | +$2.32M | 2.51% | 14 |
|