TigerOak Management’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
$6.55M Buy
22,591
+963
+4% +$279K 2.24% 10
2025
Q1
$5.31M Buy
21,628
+445
+2% +$109K 2.05% 13
2024
Q4
$5.08M Buy
+21,183
New +$5.08M 1.86% 12