Oxler Private Wealth’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 | $1.44M | Buy |
4,980
+6
| +0.1% | +$1.74K | 0.45% | 35 |
|
|
2025
Q1 | $1.22M | Sell |
4,974
-434
| -8% | -$106K | 0.43% | 40 |
|
|
2024
Q4 | $1.3M | Buy |
5,408
+26
| +0.5% | +$6.23K | 0.43% | 39 |
|
|
2024
Q3 | $1.13M | Buy |
5,382
+144
| +3% | +$30.4K | 0.4% | 41 |
|
|
2024
Q2 | $1.06M | Buy |
5,238
+27
| +0.5% | +$5.46K | 0.39% | 41 |
|
|
2024
Q1 | $1.04M | Buy |
5,211
+28
| +0.5% | +$5.61K | 0.41% | 44 |
|
|
2023
Q4 | $882K | Buy |
5,183
+17
| +0.3% | +$2.89K | 0.73% | 24 |
|
|
2023
Q3 | $750K | Buy |
5,166
+23
| +0.4% | +$3.34K | 0.38% | 54 |
|
|
2023
Q2 | $748K | Buy |
5,143
+89
| +2% | +$12.9K | 0.36% | 60 |
|
|
2023
Q1 | $658K | Sell |
5,054
-3,104
| -38% | -$404K | 0.33% | 63 |
|
|
2022
Q4 | $1.09M | Buy |
8,158
+71
| +0.9% | +$9.52K | 0.59% | 45 |
|
|
2022
Q3 | $846K | Sell |
8,087
-1,920
| -19% | -$201K | 0.47% | 52 |
|
|
2022
Q2 | $1.13M | Buy |
10,007
+81
| +0.8% | +$9.12K | 0.54% | 47 |
|
|
2022
Q1 | $1.35M | Buy |
9,926
+65
| +0.7% | +$8.86K | 0.61% | 48 |
|
|
2021
Q4 | $1.56M | Sell |
9,861
-270
| -3% | -$42.7K | 0.65% | 48 |
|
|
2021
Q3 | $1.66M | Buy |
10,131
+1,893
| +23% | +$310K | 0.73% | 35 |
|
|
2021
Q2 | $1.28M | Buy |
8,238
+73
| +0.9% | +$11.4K | 0.56% | 50 |
|
|
2021
Q1 | $1.24M | Buy |
8,165
+3,140
| +62% | +$478K | 0.63% | 44 |
|
|
2020
Q4 | $632K | Buy |
+5,025
| New | +$632K | 0.36% | 65 |
|