KCM
Kanawha Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9M | Sell |
137,542
-870
| -0.6% | -$252K | 2.96% | 4 |
|
|
2025
Q1 | $34M | Buy |
138,412
+1,052
| +0.8% | +$258K | 2.64% | 6 |
|
|
2024
Q4 | $32.9M | Buy |
137,360
+50
| +0% | +$12K | 2.58% | 7 |
|
|
2024
Q3 | $29M | Buy |
137,310
+479
| +0.4% | +$101K | 2.1% | 9 |
|
|
2024
Q2 | $27.7M | Buy |
136,831
+2,985
| +2% | +$604K | 2.17% | 9 |
|
|
2024
Q1 | $26.8M | Buy |
133,846
+1,592
| +1% | +$319K | 2.14% | 8 |
|
|
2023
Q4 | $22.5M | Sell |
132,254
-3,533
| -3% | -$601K | 2.06% | 10 |
|
|
2023
Q3 | $19.7M | Buy |
135,787
+2,767
| +2% | +$401K | 1.91% | 16 |
|
|
2023
Q2 | $19.3M | Buy |
133,020
+348
| +0.3% | +$50.6K | 1.78% | 18 |
|
|
2023
Q1 | $17.3M | Buy |
132,672
+1,243
| +0.9% | +$162K | 1.66% | 20 |
|
|
2022
Q4 | $17.6M | Buy |
131,429
+2,348
| +2% | +$315K | 1.73% | 18 |
|
|
2022
Q3 | $13.5M | Sell |
129,081
-34
| -0% | -$3.55K | 1.47% | 21 |
|
|
2022
Q2 | $14.5M | Buy |
129,115
+35
| +0% | +$3.94K | 1.47% | 21 |
|
|
2022
Q1 | $17.6M | Buy |
129,080
+2,579
| +2% | +$352K | 1.55% | 20 |
|
|
2021
Q4 | $20M | Sell |
126,501
-1,155
| -0.9% | -$183K | 1.69% | 18 |
|
|
2021
Q3 | $20.9M | Sell |
127,656
-1,406
| -1% | -$230K | 1.93% | 12 |
|
|
2021
Q2 | $20.1M | Buy |
129,062
+1,152
| +0.9% | +$179K | 1.84% | 12 |
|
|
2021
Q1 | $19.5M | Sell |
127,910
-2,244
| -2% | -$342K | 1.9% | 13 |
|
|
2020
Q4 | $16.5M | Buy |
130,154
+973
| +0.8% | +$124K | 1.7% | 19 |
|
|
2020
Q3 | $12.4M | Buy |
129,181
+2,612
| +2% | +$251K | 1.43% | 21 |
|
|
2020
Q2 | $11.9M | Buy |
126,569
+4,309
| +4% | +$405K | 1.47% | 23 |
|
|
2020
Q1 | $11M | Buy |
122,260
+1,671
| +1% | +$150K | 1.61% | 20 |
|
|
2019
Q4 | $16.8M | Buy |
120,589
+3,145
| +3% | +$438K | 1.96% | 13 |
|
|
2019
Q3 | $13.8M | Buy |
117,444
+2,461
| +2% | +$290K | 1.8% | 18 |
|
|
2019
Q2 | $12.9M | Buy |
114,983
+515
| +0.4% | +$57.6K | 1.72% | 19 |
|
|
2019
Q1 | $11.6M | Sell |
114,468
-453
| -0.4% | -$45.9K | 1.63% | 26 |
|
|
2018
Q4 | $11.2M | Buy |
114,921
+870
| +0.8% | +$84.9K | 1.75% | 19 |
|
|
2018
Q3 | $12.9M | Buy |
114,051
+925
| +0.8% | +$104K | 1.79% | 19 |
|
|
2018
Q2 | $11.8M | Sell |
113,126
-65
| -0.1% | -$6.77K | 1.76% | 22 |
|
|
2018
Q1 | $12.4M | Sell |
113,191
-1,567
| -1% | -$172K | 1.88% | 18 |
|
|
2017
Q4 | $12.3M | Sell |
114,758
-397
| -0.3% | -$42.5K | 1.8% | 20 |
|
|
2017
Q3 | $11M | Sell |
115,155
-970
| -0.8% | -$92.6K | 1.68% | 23 |
|
|
2017
Q2 | $10.6M | Buy |
116,125
+830
| +0.7% | +$75.9K | 1.65% | 22 |
|
|
2017
Q1 | $10.1M | Buy |
115,295
+79
| +0.1% | +$6.94K | 1.61% | 24 |
|
|
2016
Q4 | $9.94M | Sell |
115,216
-3,735
| -3% | -$322K | 1.67% | 22 |
|
|
2016
Q3 | $7.92M | Sell |
118,951
-1,765
| -1% | -$118K | 1.33% | 26 |
|
|
2016
Q2 | $7.5M | Sell |
120,716
-496
| -0.4% | -$30.8K | 1.25% | 29 |
|
|
2016
Q1 | $7.18M | Buy |
121,212
+1,061
| +0.9% | +$62.8K | 1.23% | 30 |
|
|
2015
Q4 | $7.93M | Buy |
120,151
+708
| +0.6% | +$46.8K | 1.43% | 25 |
|
|
2015
Q3 | $7.28M | Buy |
119,443
+110
| +0.1% | +$6.71K | 1.41% | 25 |
|
|
2015
Q2 | $8.09M | Buy |
119,333
+765
| +0.6% | +$51.8K | 1.43% | 27 |
|
|
2015
Q1 | $7.18M | Sell |
118,568
-170
| -0.1% | -$10.3K | 1.26% | 33 |
|
|
2014
Q4 | $7.43M | Buy |
118,738
+1,500
| +1% | +$93.9K | 1.3% | 31 |
|
|
2014
Q3 | $7.06M | Buy |
117,238
+3,684
| +3% | +$222K | 1.29% | 30 |
|
|
2014
Q2 | $6.54M | Buy |
113,554
+3,802
| +3% | +$219K | 1.2% | 33 |
|
|
2014
Q1 | $6.66M | Sell |
109,752
-1,075
| -1% | -$65.3K | 1.26% | 33 |
|
|
2013
Q4 | $6.48M | Sell |
110,827
-1,015
| -0.9% | -$59.4K | 1.23% | 34 |
|
|
2013
Q3 | $5.78M | Buy |
111,842
+2,812
| +3% | +$145K | 1.2% | 35 |
|
|
2013
Q2 | $5.76M | Buy |
+109,030
| New | +$5.76M | 1.26% | 32 |
|