West Oak Capital’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 | $64.2K | Buy |
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|
2025
Q2 | $57.3K | Sell |
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|
2025
Q1 | $48.5K | Sell |
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|
2024
Q4 | $51.2M | Sell |
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|
2024
Q3 | $45.1K | Sell |
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|
2024
Q2 | $4.37M | Buy |
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|
2024
Q1 | $4.33M | Buy |
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|
2023
Q4 | $3.63M | Sell |
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|
2023
Q3 | $3.19M | Buy |
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|
2023
Q2 | $3.11M | Sell |
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|
2023
Q1 | $2.88M | Sell |
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|
2022
Q4 | $3.05M | Sell |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.56M | Sell |
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|
2022
Q1 | $3.14M | Sell |
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|
2021
Q4 | $3.68M | Sell |
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|
2021
Q3 | $4M | Sell |
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|
2021
Q2 | $3.81M | Sell |
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|
2021
Q1 | $3.74M | Sell |
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|
2020
Q4 | $3.2M | Buy |
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|
2020
Q3 | $2.33M | Sell |
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|
2020
Q2 | $2.34M | Buy |
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|
2020
Q1 | $2.16M | Buy |
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|
2019
Q4 | $3.19M | Sell |
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|
2019
Q3 | $2.87M | Buy |
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|
2019
Q2 | $2.72M | Buy |
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|
2019
Q1 | $2.43M | Sell |
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|
2018
Q4 | $2.38M | Buy |
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|
2018
Q3 | $2.75M | Buy |
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|
2018
Q2 | $2.51M | Sell |
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|
2018
Q1 | $2.72M | Sell |
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|
2017
Q4 | $2.83M | Sell |
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|
2017
Q3 | $2.6M | Sell |
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|
2017
Q2 | $2.62M | Buy |
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|
2017
Q1 | $2.51M | Sell |
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|
2016
Q4 | $2.66M | Sell |
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|
2016
Q3 | $2.15M | Buy |
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|
2016
Q2 | $1.94M | Sell |
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|
2016
Q1 | $1.89M | Sell |
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|
2015
Q4 | $2.11M | Buy |
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|
2015
Q3 | $1.92M | Buy |
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|
2015
Q2 | $2.11M | Sell |
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|
2015
Q1 | $1.93M | Buy |
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|
2014
Q4 | $1.99M | Buy |
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|
2014
Q3 | $1.89M | Sell |
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|
2014
Q2 | $1.82M | Sell |
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|
2014
Q1 | $1.93M | Sell |
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|
2013
Q4 | $1.86M | Sell |
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|
2013
Q3 | $1.65M | Sell |
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|
2013
Q2 | $1.7M | Buy |
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