KFS
Kaizen Financial Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
2,374
+313
| +15% | +$90.8K | 0.35% | 51 |
|
|
2025
Q1 | $506K | Buy |
2,061
+7
| +0.3% | +$1.72K | 0.29% | 62 |
|
|
2024
Q4 | $492K | Buy |
2,054
+32
| +2% | +$7.67K | 0.28% | 62 |
|
|
2024
Q3 | $426K | Buy |
2,022
+3
| +0.1% | +$633 | 0.25% | 69 |
|
|
2024
Q2 | $434K | Sell |
2,019
-177
| -8% | -$38.1K | 0.27% | 61 |
|
|
2024
Q1 | $440K | Buy |
2,196
+54
| +3% | +$10.8K | 0.3% | 62 |
|
|
2023
Q4 | $364K | Buy |
2,142
+5
| +0.2% | +$851 | 0.28% | 60 |
|
|
2023
Q3 | $310K | Buy |
2,137
+4
| +0.2% | +$580 | 0.26% | 62 |
|
|
2023
Q2 | $316K | Buy |
2,133
+4
| +0.2% | +$593 | 0.27% | 64 |
|
|
2023
Q1 | $277K | Sell |
2,129
-105
| -5% | -$13.7K | 0.27% | 64 |
|
|
2022
Q4 | $320K | Buy |
+2,234
| New | +$320K | 0.32% | 71 |
|