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 |
20,352
+600
| +3% | +$178K | 2.55% | 8 |
|
|
2025
Q2 | $57.3K | Sell |
19,752
-30
| -0.2% | -$7.66K | 2.24% | 8 |
|
|
2025
Q1 | $48.5K | Sell |
19,782
-1,560
| -7% | -$398K | 1.88% | 7 |
|
|
2024
Q4 | $51.2M | Sell |
21,342
-45
| -0.2% | -$10.5K | 1.81% | 8 |
|
|
2024
Q3 | $45.1K | Sell |
21,387
-225
| -1% | -$47.4K | 0.84% | 13 |
|
|
2024
Q2 | $4.37M | Buy |
21,612
+18
| +0.1% | +$3.52K | 1.76% | 11 |
|
|
2024
Q1 | $4.33M | Buy |
21,594
+142
| +0.7% | +$25.6K | 1.84% | 9 |
|
|
2023
Q4 | $3.63M | Sell |
21,452
-550
| -2% | -$83.3K | 1.7% | 11 |
|
|
2023
Q3 | $3.19M | Buy |
22,002
+610
| +3% | +$91.4K | 1.58% | 11 |
|
|
2023
Q2 | $3.11M | Sell |
21,392
-680
| -3% | -$93.5K | 1.51% | 13 |
|
|
2023
Q1 | $2.88M | Sell |
22,072
-675
| -3% | -$92.5K | 1.46% | 12 |
|
|
2022
Q4 | $3.05M | Sell |
22,747
-760
| -3% | -$96.3K | 1.59% | 10 |
|
|
2022
Q3 | $2.46M | Buy |
23,507
+762
| +3% | +$87.4K | 1.33% | 16 |
|
|
2022
Q2 | $2.56M | Sell |
22,745
-267
| -1% | -$33.1K | 1.34% | 17 |
|
|
2022
Q1 | $3.14M | Sell |
23,012
-200
| -0.9% | -$29.5K | 1.42% | 17 |
|
|
2021
Q4 | $3.68M | Sell |
23,212
-1,245
| -5% | -$204K | 1.35% | 15 |
|
|
2021
Q3 | $4M | Sell |
24,457
-55
| -0.2% | -$8.62K | 1.55% | 8 |
|
|
2021
Q2 | $3.81M | Sell |
24,512
-80
| -0.3% | -$12.6K | 1.5% | 12 |
|
|
2021
Q1 | $3.74M | Sell |
24,592
-575
| -2% | -$82.7K | 1.6% | 7 |
|
|
2020
Q4 | $3.2M | Buy |
25,167
+990
| +4% | +$111K | 1.49% | 12 |
|
|
2020
Q3 | $2.33M | Sell |
24,177
-670
| -3% | -$65.8K | 1.28% | 23 |
|
|
2020
Q2 | $2.34M | Buy |
24,847
+890
| +4% | +$84.4K | 1.33% | 21 |
|
|
2020
Q1 | $2.16M | Buy |
23,957
+1,108
| +5% | +$135K | 1.48% | 15 |
|
|
2019
Q4 | $3.19M | Sell |
22,849
-1,550
| -6% | -$199K | 1.79% | 6 |
|
|
2019
Q3 | $2.87M | Buy |
24,399
+95
| +0.4% | +$10.7K | 1.69% | 7 |
|
|
2019
Q2 | $2.72M | Buy |
24,304
+330
| +1% | +$36.4K | 1.62% | 11 |
|
|
2019
Q1 | $2.43M | Sell |
23,974
-430
| -2% | -$44.3K | 1.52% | 15 |
|
|
2018
Q4 | $2.38M | Buy |
24,404
+70
| +0.3% | +$7.46K | 1.69% | 7 |
|
|
2018
Q3 | $2.75M | Buy |
24,334
+270
| +1% | +$30.6K | 1.59% | 8 |
|
|
2018
Q2 | $2.51M | Sell |
24,064
-665
| -3% | -$73K | 1.53% | 9 |
|
|
2018
Q1 | $2.72M | Sell |
24,729
-1,730
| -7% | -$196K | 1.61% | 4 |
|
|
2017
Q4 | $2.83M | Sell |
26,459
-806
| -3% | -$81.6K | 1.74% | 3 |
|
|
2017
Q3 | $2.6M | Sell |
27,265
-1,440
| -5% | -$133K | 1.55% | 4 |
|
|
2017
Q2 | $2.62M | Buy |
28,705
+95
| +0.3% | +$8.2K | 1.59% | 4 |
|
|
2017
Q1 | $2.51M | Sell |
28,610
-2,200
| -7% | -$194K | 1.55% | 6 |
|
|
2016
Q4 | $2.66M | Sell |
30,810
-1,484
| -5% | -$113K | 1.78% | 3 |
|
|
2016
Q3 | $2.15M | Buy |
32,294
+1,049
| +3% | +$68.4K | 1.48% | 8 |
|
|
2016
Q2 | $1.94M | Sell |
31,245
-590
| -2% | -$36.9K | 1.4% | 16 |
|
|
2016
Q1 | $1.89M | Sell |
31,835
-170
| -0.5% | -$9.93K | 1.45% | 16 |
|
|
2015
Q4 | $2.11M | Buy |
32,005
+530
| +2% | +$34.5K | 1.64% | 6 |
|
|
2015
Q3 | $1.92M | Buy |
31,475
+325
| +1% | +$21.3K | 1.55% | 6 |
|
|
2015
Q2 | $2.11M | Sell |
31,150
-748
| -2% | -$48.8K | 1.57% | 4 |
|
|
2015
Q1 | $1.93M | Buy |
31,898
+55
| +0.2% | +$3.26K | 1.42% | 15 |
|
|
2014
Q4 | $1.99M | Buy |
31,843
+453
| +1% | +$27.3K | 1.45% | 12 |
|
|
2014
Q3 | $1.89M | Sell |
31,390
-165
| -0.5% | -$9.64K | 1.42% | 14 |
|
|
2014
Q2 | $1.82M | Sell |
31,555
-170
| -0.5% | -$9.56K | 1.32% | 18 |
|
|
2014
Q1 | $1.93M | Sell |
31,725
-15
| -0% | -$867 | 1.41% | 9 |
|
|
2013
Q4 | $1.86M | Sell |
31,740
-155
| -0.5% | -$8.49K | 1.37% | 11 |
|
|
2013
Q3 | $1.65M | Sell |
31,895
-290
| -0.9% | -$15.6K | 1.29% | 18 |
|
|
2013
Q2 | $1.7M | Buy |
+32,185
| New | +$1.64M | 1.42% | 13 |
|
Other funds holding JPM
