SkyOak Wealth’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
Q2 | $8.01M | Sell |
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|
2025
Q1 | $6.87M | Buy |
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|
2024
Q4 | $6.71M | Buy |
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|
2024
Q3 | $5.63M | Sell |
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|
2024
Q2 | $5.47M | Sell |
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|
2024
Q1 | $5.59M | Buy |
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|
2023
Q4 | $4.68M | Sell |
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|
2023
Q3 | $4.06M | Buy |
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|
2023
Q2 | $4.06M | Buy |
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|
2023
Q1 | $3.56M | Sell |
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|
2022
Q4 | $3.68M | Sell |
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|
2022
Q3 | $2.88M | Buy |
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|
2022
Q2 | $3.04M | Buy |
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|
2022
Q1 | $3.59M | Sell |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q3 | $4.32M | Buy |
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|
2021
Q2 | $4.1M | Sell |
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|
2021
Q1 | $4.08M | Sell |
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|
2020
Q4 | $3.5M | Sell |
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|
2020
Q3 | $2.68M | Sell |
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|
2020
Q2 | $3.04M | Buy |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.78M | Buy |
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