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Oxford Wealth Group’s JPMorgan Chase JPM Stock Holding History

Oxford Wealth Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$1.59M Sell
6,628
-266
-4% -$63.8K 1.03% 19
2024
Q3 		$1.45M Sell
6,894
-2,035
-23% -$429K 1.18% 24
2024
Q2 		$1.81M Buy
8,929
+2,027
+29% +$410K 1.24% 21
2024
Q1 		$1.38M Buy
+6,902
New +$1.38M 1.26% 21