Oxler Private Wealth’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 | $1.58M | Buy |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $882K | Buy |
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|
2023
Q3 | $750K | Buy |
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|
2023
Q2 | $748K | Buy |
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $846K | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.66M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $632K | Buy |
|