KM
Kalos Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$13K | – | 253 |
|
|
2023
Q1 | $13K | Buy |
+100
| New | +$13K | 0.03% | 188 |
|
|
2020
Q1 | – | Sell |
-2,045
| Closed | -$285K | – | 237 |
|
|
2019
Q4 | $285K | Buy |
+2,045
| New | +$285K | 0.1% | 163 |
|
|
2019
Q3 | – | Sell |
-24,503
| Closed | -$2.41M | – | 217 |
|
|
2019
Q2 | $2.41M | Buy |
24,503
+3,596
| +17% | +$354K | 1.1% | 24 |
|
|
2019
Q1 | $2.12M | Sell |
20,907
-3,421
| -14% | -$346K | 1.37% | 20 |
|
|
2018
Q4 | $2.38M | Sell |
24,328
-1,773
| -7% | -$173K | 1.16% | 24 |
|
|
2018
Q3 | $2.9M | Buy |
+26,101
| New | +$2.9M | 1.55% | 17 |
|
|
2018
Q1 | – | Sell |
-27,955
| Closed | -$2.95M | – | 174 |
|
|
2017
Q4 | $2.95M | Buy |
27,955
+1,134
| +4% | +$120K | 1.39% | 21 |
|
|
2017
Q3 | $2.56M | Buy |
26,821
+2,324
| +9% | +$222K | 1.65% | 18 |
|
|
2017
Q2 | $2.24M | Buy |
24,497
+214
| +0.9% | +$19.6K | 2.05% | 17 |
|
|
2017
Q1 | $2.13M | Buy |
24,283
+2,784
| +13% | +$245K | 1.51% | 27 |
|
|
2016
Q4 | $1.86M | Buy |
21,499
+324
| +2% | +$28K | 1.5% | 25 |
|
|
2016
Q3 | $1.41M | Buy |
21,175
+2,335
| +12% | +$155K | 1.2% | 30 |
|
|
2016
Q2 | $1.17M | Sell |
18,840
-18,387
| -49% | -$1.14M | 0.91% | 38 |
|
|
2016
Q1 | $2.46M | Buy |
37,227
+456
| +1% | +$30.1K | 2.04% | 6 |
|
|
2015
Q4 | $2.45M | Buy |
+36,771
| New | +$2.45M | 1.83% | 6 |
|