Oxford Financial Group’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 | $11.6M | Sell |
40,072
-937
| -2% | -$272K | 0.69% | 22 |
|
|
2025
Q1 | $10.1M | Sell |
41,009
-2,516
| -6% | -$617K | 0.71% | 22 |
|
|
2024
Q4 | $10.4M | Buy |
43,525
+27
| +0.1% | +$6.47K | 0.68% | 22 |
|
|
2024
Q3 | $9.17M | Sell |
43,498
-2,947
| -6% | -$621K | 0.58% | 25 |
|
|
2024
Q2 | $9.39M | Buy |
46,445
+1,998
| +4% | +$404K | 0.62% | 24 |
|
|
2024
Q1 | $8.9M | Buy |
44,447
+171
| +0.4% | +$34.3K | 0.62% | 23 |
|
|
2023
Q4 | $7.53M | Sell |
44,276
-630
| -1% | -$107K | 0.55% | 26 |
|
|
2023
Q3 | $6.51M | Sell |
44,906
-2,354
| -5% | -$341K | 0.56% | 24 |
|
|
2023
Q2 | $6.87M | Buy |
47,260
+8,288
| +21% | +$1.21M | 0.65% | 21 |
|
|
2023
Q1 | $5.08M | Buy |
38,972
+115
| +0.3% | +$15K | 0.57% | 26 |
|
|
2022
Q4 | $5.21M | Sell |
38,857
-1,221
| -3% | -$164K | 0.61% | 24 |
|
|
2022
Q3 | $4.19M | Buy |
40,078
+353
| +0.9% | +$36.9K | 0.63% | 25 |
|
|
2022
Q2 | $4.47M | Sell |
39,725
-563
| -1% | -$63.4K | 0.66% | 24 |
|
|
2022
Q1 | $5.49M | Buy |
40,288
+190
| +0.5% | +$25.9K | 0.7% | 21 |
|
|
2021
Q4 | $6.35M | Buy |
40,098
+132
| +0.3% | +$20.9K | 0.71% | 20 |
|
|
2021
Q3 | $6.54M | Sell |
39,966
-389
| -1% | -$63.7K | 0.83% | 20 |
|
|
2021
Q2 | $6.28M | Buy |
40,355
+579
| +1% | +$90.1K | 0.84% | 21 |
|
|
2021
Q1 | $6.06M | Sell |
39,776
-333
| -0.8% | -$50.7K | 0.84% | 21 |
|
|
2020
Q4 | $5.1M | Buy |
40,109
+1,864
| +5% | +$237K | 0.74% | 22 |
|
|
2020
Q3 | $3.68M | Buy |
38,245
+1,159
| +3% | +$112K | 0.59% | 24 |
|
|
2020
Q2 | $3.49M | Sell |
37,086
-3,609
| -9% | -$339K | 0.59% | 26 |
|
|
2020
Q1 | $3.66M | Buy |
+40,695
| New | +$3.66M | 0.73% | 25 |
|