Kalos Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $13K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $285K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.41M | Buy |
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|
2019
Q1 | $2.12M | Sell |
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|
2018
Q4 | $2.38M | Sell |
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|
2018
Q3 | $2.9M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.95M | Buy |
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|
2017
Q3 | $2.56M | Buy |
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|
2017
Q2 | $2.24M | Buy |
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|
2017
Q1 | $2.13M | Buy |
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|
2016
Q4 | $1.85M | Buy |
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|
2016
Q3 | $1.41M | Buy |
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|
2016
Q2 | $1.17M | Sell |
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|
2016
Q1 | $2.46M | Buy |
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|
2015
Q4 | $2.45M | Buy |
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