Oxbow Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
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|
2025
Q1 | $485K | Sell |
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|
2024
Q4 | $481K | Sell |
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|
2024
Q3 | $453K | Buy |
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|
2024
Q2 | $420K | Buy |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $564K | Sell |
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|
2021
Q3 | $603K | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $261K | Sell |
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|
2020
Q3 | $297K | Sell |
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|
2020
Q2 | $542K | Sell |
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|
2020
Q1 | $679K | Sell |
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q3 | $1.42M | Sell |
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|
2019
Q2 | $2.9M | Buy |
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|
2019
Q1 | $2.55M | Sell |
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|
2018
Q4 | $2.86M | Sell |
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|
2018
Q3 | $4.55M | Sell |
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|
2018
Q2 | $4.2M | Buy |
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|
2018
Q1 | $4.23M | Buy |
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|
2017
Q4 | $3.99M | Buy |
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|
2017
Q3 | $3.54M | Sell |
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|
2017
Q2 | $3.56M | Sell |
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|
2017
Q1 | $3.44M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $4.64M | Sell |
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|
2015
Q4 | $5.45M | Buy |
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|
2015
Q3 | $4.86M | Buy |
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|
2015
Q2 | $5.12M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $212K | Buy |
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