Private Ocean’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $182K | Buy |
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|
2023
Q1 | $124K | Buy |
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|
2022
Q4 | $109K | Sell |
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|
2022
Q3 | $86K | Sell |
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|
2022
Q2 | $128K | Buy |
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|
2022
Q1 | $113K | Buy |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $128K | Buy |
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|
2021
Q2 | $115K | Sell |
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|
2021
Q1 | $161K | Sell |
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|
2020
Q4 | $139K | Sell |
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|
2020
Q3 | $128K | Buy |
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|
2020
Q2 | $118K | Sell |
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|
2020
Q1 | $125K | Sell |
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|
2019
Q4 | $289K | Buy |
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|
2019
Q3 | $166K | Buy |
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|
2019
Q2 | $114K | Sell |
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|
2019
Q1 | $109K | Hold |
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|
2018
Q4 | $105K | Sell |
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|
2018
Q3 | $135K | Sell |
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|
2018
Q2 | $281K | Buy |
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|
2018
Q1 | $186K | Buy |
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|
2017
Q4 | $93K | Buy |
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|
2017
Q3 | $71K | Hold |
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|
2017
Q2 | $68K | Hold |
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|
2017
Q1 | $65K | Hold |
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|
2016
Q4 | $64K | Hold |
|
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|
2016
Q3 | $49K | Hold |
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|
2016
Q2 | $46K | Hold |
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|
2016
Q1 | $44K | Hold |
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|
2015
Q4 | $49K | Hold |
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|
2015
Q3 | $45K | Buy |
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|
2015
Q2 | $14K | Buy |
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|
2015
Q1 | $12K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $9K | Hold |
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|
2014
Q2 | $9K | Buy |
|