Oxinas Partners Wealth Management’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
Q3 | $587K | Sell |
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|
2025
Q2 | $545K | Sell |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $457K | Buy |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $251K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $346K | Sell |
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|
2021
Q1 | $350K | Buy |
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|
2020
Q4 | $288K | Buy |
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