Private Ocean’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $488K | Buy |
2,411
+988
| +69% | +$200K | 0.04% | 100 |
|
|
2024
Q1 | $285K | Sell |
1,423
-23
| -2% | -$4.61K | 0.03% | 121 |
|
|
2023
Q4 | $246K | Buy |
1,446
+40
| +3% | +$6.8K | 0.02% | 131 |
|
|
2023
Q3 | $204K | Buy |
1,406
+155
| +12% | +$22.5K | 0.03% | 129 |
|
|
2023
Q2 | $182K | Buy |
1,251
+296
| +31% | +$43.1K | 0.02% | 142 |
|
|
2023
Q1 | $124K | Buy |
955
+143
| +18% | +$18.6K | 0.02% | 163 |
|
|
2022
Q4 | $109K | Sell |
812
-11
| -1% | -$1.47K | 0.01% | 160 |
|
|
2022
Q3 | $86K | Sell |
823
-321
| -28% | -$33.5K | 0.01% | 172 |
|
|
2022
Q2 | $128K | Buy |
1,144
+314
| +38% | +$35.1K | 0.02% | 142 |
|
|
2022
Q1 | $113K | Buy |
830
+18
| +2% | +$2.45K | 0.01% | 164 |
|
|
2021
Q4 | $129K | Buy |
812
+29
| +4% | +$4.61K | 0.02% | 164 |
|
|
2021
Q3 | $128K | Buy |
783
+43
| +6% | +$7.03K | 0.02% | 161 |
|
|
2021
Q2 | $115K | Sell |
740
-320
| -30% | -$49.7K | 0.02% | 168 |
|
|
2021
Q1 | $161K | Sell |
1,060
-31
| -3% | -$4.71K | 0.03% | 127 |
|
|
2020
Q4 | $139K | Sell |
1,091
-237
| -18% | -$30.2K | 0.03% | 130 |
|
|
2020
Q3 | $128K | Buy |
1,328
+71
| +6% | +$6.84K | 0.03% | 132 |
|
|
2020
Q2 | $118K | Sell |
1,257
-138
| -10% | -$13K | 0.03% | 128 |
|
|
2020
Q1 | $125K | Sell |
1,395
-671
| -32% | -$60.1K | 0.03% | 120 |
|
|
2019
Q4 | $289K | Buy |
2,066
+663
| +47% | +$92.7K | 0.07% | 76 |
|
|
2019
Q3 | $166K | Buy |
1,403
+376
| +37% | +$44.5K | 0.04% | 116 |
|
|
2019
Q2 | $114K | Sell |
1,027
-50
| -5% | -$5.55K | 0.03% | 128 |
|
|
2019
Q1 | $109K | Hold |
1,077
| – | – | 0.03% | 137 |
|
|
2018
Q4 | $105K | Sell |
1,077
-117
| -10% | -$11.4K | 0.03% | 133 |
|
|
2018
Q3 | $135K | Sell |
1,194
-1,500
| -56% | -$170K | 0.06% | 93 |
|
|
2018
Q2 | $281K | Buy |
2,694
+1,000
| +59% | +$104K | 0.13% | 62 |
|
|
2018
Q1 | $186K | Buy |
1,694
+824
| +95% | +$90.5K | 0.09% | 88 |
|
|
2017
Q4 | $93K | Buy |
870
+130
| +18% | +$13.9K | 0.05% | 88 |
|
|
2017
Q3 | $71K | Hold |
740
| – | – | 0.04% | 77 |
|
|
2017
Q2 | $68K | Hold |
740
| – | – | 0.04% | 79 |
|
|
2017
Q1 | $65K | Hold |
740
| – | – | 0.04% | 83 |
|
|
2016
Q4 | $64K | Hold |
740
| – | – | 0.04% | 93 |
|
|
2016
Q3 | $49K | Hold |
740
| – | – | 0.03% | 109 |
|
|
2016
Q2 | $46K | Hold |
740
| – | – | 0.03% | 103 |
|
|
2016
Q1 | $44K | Hold |
740
| – | – | 0.03% | 97 |
|
|
2015
Q4 | $49K | Hold |
740
| – | – | 0.04% | 99 |
|
|
2015
Q3 | $45K | Buy |
740
+539
| +268% | +$32.8K | 0.03% | 103 |
|
|
2015
Q2 | $14K | Buy |
201
+1
| +0.5% | +$70 | 0.01% | 116 |
|
|
2015
Q1 | $12K | Buy |
+200
| New | +$12K | 0.01% | 125 |
|
|
2014
Q4 | – | Sell |
-150
| Closed | -$9K | – | 207 |
|
|
2014
Q3 | $9K | Hold |
150
| – | – | 0.01% | 162 |
|
|
2014
Q2 | $9K | Buy |
+150
| New | +$9K | 0.01% | 163 |
|