GKFF

George Kaiser Family Foundation’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-21,657	Closed	-$2.9M	–	48
2022 Q4	$2.9M	Buy	21,657 +1,873	+9%	+$251K	0.43%	20
2022 Q3	$2.07M	Buy	19,784 +2,827	+17%	+$295K	0.36%	24
2022 Q2	$1.91M	Hold	16,957	–	–	0.34%	30
2022 Q1	$2.31M	Hold	16,957	–	–	0.38%	27
2021 Q4	$2.69M	Hold	16,957	–	–	0.39%	24
2021 Q3	$2.78M	Sell	16,957 -3,631	-18%	-$594K	0.46%	20
2021 Q2	$3.2M	Sell	20,588 -7,785	-27%	-$1.21M	0.51%	19
2021 Q1	$4.32M	Sell	28,373 -4,951	-15%	-$754K	0.9%	15
2020 Q4	$4.23M	Sell	33,324 -1,728	-5%	-$220K	1.12%	14
2020 Q3	$3.37M	Hold	35,052	–	–	1.16%	15
2020 Q2	$3.3M	Sell	35,052 -4	-0%	-$376	1.44%	5
2020 Q1	$3.16M	Hold	35,056	–	–	1.72%	6
2019 Q4	$4.89M	Hold	35,056	–	–	1.5%	3
2019 Q3	$4.13M	Hold	35,056	–	–	1.47%	3
2019 Q2	$3.92M	Hold	35,056	–	–	1.37%	4
2019 Q1	$3.55M	Hold	35,056	–	–	1.23%	4
2018 Q4	$3.42M	Hold	35,056	–	–	1.16%	4
2018 Q3	$3.96M	Hold	35,056	–	–	1.24%	3
2018 Q2	$3.65M	Hold	35,056	–	–	1.19%	3
2018 Q1	$3.86M	Hold	35,056	–	–	1.2%	3
2017 Q4	$3.75M	Hold	35,056	–	–	1.24%	3
2017 Q3	$3.35M	Hold	35,056	–	–	1.53%	4
2017 Q2	$3.2M	Hold	35,056	–	–	1.47%	3
2017 Q1	$3.08M	Sell	35,056 -6,002	-15%	-$527K	1.25%	4
2016 Q4	$3.54M	Hold	41,058	–	–	1.11%	5
2016 Q3	$2.73M	Hold	41,058	–	–	0.61%	6
2016 Q2	$2.55M	Sell	41,058 -9,092	-18%	-$565K	0.63%	6
2016 Q1	$2.97M	Buy	50,150 +8,816	+21%	+$522K	0.83%	6
2015 Q4	$2.73M	Hold	41,334	–	–	0.69%	7
2015 Q3	$2.52M	Buy	41,334 +7,873	+24%	+$480K	0.49%	8
2015 Q2	$2.27M	Hold	33,461	–	–	0.36%	9
2015 Q1	$2.03M	Buy	+33,461	New	+$2.03M	0.32%	10