Silver Oak Securities’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
8,002
+121
| +2% | +$35.1K | 0.19% | 122 |
|
|
2025
Q1 | $1.91M | Buy |
7,881
+225
| +3% | +$54.6K | 0.18% | 134 |
|
|
2024
Q4 | $1.83M | Sell |
7,656
-38
| -0.5% | -$9.09K | 0.17% | 133 |
|
|
2024
Q3 | $1.57M | Buy |
7,694
+1,968
| +34% | +$400K | 0.17% | 134 |
|
|
2024
Q2 | $1.16M | Buy |
5,726
+42
| +0.7% | +$8.49K | 0.17% | 123 |
|
|
2024
Q1 | $1.14M | Sell |
5,684
-253
| -4% | -$50.7K | 0.17% | 128 |
|
|
2023
Q4 | $1.01M | Buy |
5,937
+1,066
| +22% | +$181K | 0.14% | 163 |
|
|
2023
Q3 | $706K | Sell |
4,871
-835
| -15% | -$121K | 0.15% | 126 |
|
|
2023
Q2 | $830K | Buy |
5,706
+403
| +8% | +$58.6K | 0.13% | 162 |
|
|
2023
Q1 | $691K | Sell |
5,303
-377
| -7% | -$49.1K | 0.11% | 154 |
|
|
2022
Q4 | $762K | Buy |
5,680
+809
| +17% | +$109K | 0.14% | 120 |
|
|
2022
Q3 | $706K | Buy |
4,871
+1,220
| +33% | +$177K | 0.15% | 126 |
|
|
2022
Q2 | $419K | Sell |
3,651
-202
| -5% | -$23.2K | 0.09% | 147 |
|
|
2022
Q1 | $514K | Buy |
+3,853
| New | +$514K | 0.1% | 161 |
|