Pin Oak Investment Advisors’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 | $955K | Buy |
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|
2025
Q2 | $690K | Sell |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $583K | Hold |
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|
2024
Q3 | $582K | Sell |
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|
2024
Q2 | $600K | Sell |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $533K | Hold |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $455K | Sell |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $465K | Buy |
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|
2020
Q4 | $385K | Buy |
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|
2020
Q3 | $280K | Buy |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $250K | Buy |
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|
2019
Q4 | $379K | Sell |
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|
2019
Q3 | $364K | Sell |
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|
2019
Q2 | $391K | Buy |
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|
2019
Q1 | $294K | Sell |
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|
2018
Q4 | $299K | Buy |
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|
2018
Q3 | $330K | Sell |
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|
2018
Q2 | $307K | Buy |
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|
2018
Q1 | $321K | Sell |
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|
2017
Q4 | $322K | Buy |
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