Oxbow Advisors’s JPMorgan Chase JPM Stock Holding History

Oxbow Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$489K	Sell	1,685 -293	-15%	-$85K	0.05%	141
2025 Q1	$485K	Sell	1,978 -27	-1%	-$6.62K	0.05%	137
2024 Q4	$481K	Sell	2,005 -144	-7%	-$34.5K	0.06%	141
2024 Q3	$453K	Buy	2,149 +70	+3%	+$14.8K	0.05%	143
2024 Q2	$420K	Buy	2,079 +100	+5%	+$20.2K	0.05%	155
2024 Q1	$396K	Buy	1,979 +679	+52%	+$136K	0.05%	147
2023 Q4	$221K	Buy	+1,300	New	+$221K	0.03%	189
2022 Q1	–	Sell	-3,564	Closed	-$564K	–	274
2021 Q4	$564K	Sell	3,564 -120	-3%	-$19K	0.05%	177
2021 Q3	$603K	Buy	3,684 +1,102	+43%	+$180K	0.06%	181
2021 Q2	$402K	Buy	2,582 +39	+2%	+$6.07K	0.04%	216
2021 Q1	$387K	Buy	2,543 +491	+24%	+$74.7K	0.05%	217
2020 Q4	$261K	Sell	2,052 -1,030	-33%	-$131K	0.03%	223
2020 Q3	$297K	Sell	3,082 -2,682	-47%	-$258K	0.04%	219
2020 Q2	$542K	Sell	5,764 -1,783	-24%	-$168K	0.08%	172
2020 Q1	$679K	Sell	7,547 -5,859	-44%	-$527K	0.11%	150
2019 Q4	$1.87M	Buy	13,406 +1,385	+12%	+$193K	0.22%	100
2019 Q3	$1.42M	Sell	12,021 -13,945	-54%	-$1.64M	0.19%	114
2019 Q2	$2.9M	Buy	25,966 +760	+3%	+$85K	0.35%	73
2019 Q1	$2.55M	Sell	25,206 -4,114	-14%	-$417K	0.31%	78
2018 Q4	$2.86M	Sell	29,320 -10,997	-27%	-$1.07M	0.38%	57
2018 Q3	$4.55M	Sell	40,317 -7	-0%	-$790	0.55%	53
2018 Q2	$4.2M	Buy	40,324 +1,855	+5%	+$193K	0.53%	55
2018 Q1	$4.23M	Buy	38,469 +1,194	+3%	+$131K	0.86%	35
2017 Q4	$3.99M	Buy	37,275 +197	+0.5%	+$21.1K	0.75%	41
2017 Q3	$3.54M	Sell	37,078 -1,847	-5%	-$176K	0.67%	45
2017 Q2	$3.56M	Sell	38,925 -240	-0.6%	-$21.9K	0.63%	55
2017 Q1	$3.44M	Buy	+39,165	New	+$3.44M	0.56%	58
2016 Q2	–	Sell	-78,388	Closed	-$4.64M	–	262
2016 Q1	$4.64M	Sell	78,388 -4,087	-5%	-$242K	0.66%	43
2015 Q4	$5.45M	Buy	82,475 +2,775	+3%	+$183K	0.68%	43
2015 Q3	$4.86M	Buy	79,700 +4,185	+6%	+$255K	0.8%	31
2015 Q2	$5.12M	Buy	+75,515	New	+$5.12M	0.66%	40
2015 Q1	–	Sell	-3,381	Closed	-$212K	–	213
2014 Q4	$212K	Buy	+3,381	New	+$212K	0.03%	187