Silver Oak Securities’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 | $4.42M | Buy |
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|
2025
Q2 | $2.32M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $706K | Sell |
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|
2023
Q2 | $830K | Buy |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $762K | Buy |
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|
2022
Q3 | $706K | Buy |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $514K | Buy |
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