SW
SkyOak Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01M | Sell |
27,623
-364
| -1% | -$106K | 1.61% | 14 |
|
|
2025
Q1 | $6.87M | Buy |
27,987
+5
| +0% | +$1.23K | 1.5% | 17 |
|
|
2024
Q4 | $6.71M | Buy |
27,982
+1,283
| +5% | +$308K | 1.43% | 19 |
|
|
2024
Q3 | $5.63M | Sell |
26,699
-351
| -1% | -$74K | 1.25% | 21 |
|
|
2024
Q2 | $5.47M | Sell |
27,050
-844
| -3% | -$171K | 1.28% | 20 |
|
|
2024
Q1 | $5.59M | Buy |
27,894
+400
| +1% | +$80.1K | 1.34% | 20 |
|
|
2023
Q4 | $4.68M | Sell |
27,494
-525
| -2% | -$89.3K | 1.22% | 21 |
|
|
2023
Q3 | $4.06M | Buy |
28,019
+71
| +0.3% | +$10.3K | 1.19% | 21 |
|
|
2023
Q2 | $4.06M | Buy |
27,948
+651
| +2% | +$94.7K | 1.15% | 21 |
|
|
2023
Q1 | $3.56M | Sell |
27,297
-111
| -0.4% | -$14.5K | 1.09% | 27 |
|
|
2022
Q4 | $3.68M | Sell |
27,408
-159
| -0.6% | -$21.3K | 1.24% | 23 |
|
|
2022
Q3 | $2.88M | Buy |
27,567
+545
| +2% | +$57K | 1.03% | 27 |
|
|
2022
Q2 | $3.04M | Buy |
27,022
+697
| +3% | +$78.5K | 1.04% | 30 |
|
|
2022
Q1 | $3.59M | Sell |
26,325
-106
| -0.4% | -$14.5K | 1% | 32 |
|
|
2021
Q4 | $4.19M | Buy |
26,431
+45
| +0.2% | +$7.13K | 1.06% | 31 |
|
|
2021
Q3 | $4.32M | Buy |
26,386
+12
| +0% | +$1.96K | 1.16% | 20 |
|
|
2021
Q2 | $4.1M | Sell |
26,374
-414
| -2% | -$64.4K | 1.1% | 24 |
|
|
2021
Q1 | $4.08M | Sell |
26,788
-741
| -3% | -$113K | 1.13% | 20 |
|
|
2020
Q4 | $3.5M | Sell |
27,529
-283
| -1% | -$36K | 1.09% | 27 |
|
|
2020
Q3 | $2.68M | Sell |
27,812
-4,533
| -14% | -$436K | 0.96% | 28 |
|
|
2020
Q2 | $3.04M | Buy |
32,345
+18,747
| +138% | +$1.76M | 1.12% | 20 |
|
|
2020
Q1 | $1.22M | Buy |
13,598
+854
| +7% | +$76.9K | 0.63% | 44 |
|
|
2019
Q4 | $1.78M | Buy |
+12,744
| New | +$1.78M | 0.55% | 45 |
|