Oxinas Partners Wealth Management’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 | $545K | Sell |
1,881
-46
| -2% | -$13.3K | 0.28% | 75 |
|
|
2025
Q1 | $473K | Buy |
1,927
+520
| +37% | +$128K | 0.28% | 77 |
|
|
2024
Q4 | $337K | Sell |
1,407
-758
| -35% | -$182K | 0.2% | 89 |
|
|
2024
Q3 | $457K | Buy |
2,165
+444
| +26% | +$93.6K | 0.28% | 73 |
|
|
2024
Q2 | $348K | Buy |
1,721
+9
| +0.5% | +$1.82K | 0.23% | 86 |
|
|
2024
Q1 | $343K | Buy |
1,712
+4
| +0.2% | +$801 | 0.22% | 86 |
|
|
2023
Q4 | $291K | Buy |
1,708
+13
| +0.8% | +$2.21K | 0.21% | 86 |
|
|
2023
Q3 | $246K | Sell |
1,695
-33
| -2% | -$4.79K | 0.18% | 92 |
|
|
2023
Q2 | $251K | Buy |
+1,728
| New | +$251K | 0.16% | 101 |
|
|
2022
Q1 | – | Sell |
-2,068
| Closed | -$327K | – | 136 |
|
|
2021
Q4 | $327K | Sell |
2,068
-161
| -7% | -$25.5K | 0.19% | 106 |
|
|
2021
Q3 | $365K | Buy |
2,229
+6
| +0.3% | +$983 | 0.21% | 102 |
|
|
2021
Q2 | $346K | Sell |
2,223
-74
| -3% | -$11.5K | 0.2% | 111 |
|
|
2021
Q1 | $350K | Buy |
2,297
+34
| +2% | +$5.18K | 0.22% | 101 |
|
|
2020
Q4 | $288K | Buy |
+2,263
| New | +$288K | 0.21% | 93 |
|