KS
Karpas Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.78M | Buy |
18,705
+36
| +0.2% | +$7.28K | 1.19% | 22 |
|
|
2024
Q1 | $3.74M | Buy |
18,669
+38
| +0.2% | +$7.61K | 1.16% | 24 |
|
|
2023
Q4 | $3.17M | Sell |
18,631
-1,448
| -7% | -$246K | 1.05% | 26 |
|
|
2023
Q3 | $2.91M | Sell |
20,079
-1,242
| -6% | -$180K | 1.07% | 26 |
|
|
2023
Q2 | $3.1M | Sell |
21,321
-145
| -0.7% | -$21.1K | 1.05% | 28 |
|
|
2023
Q1 | $2.8M | Sell |
21,466
-142
| -0.7% | -$18.5K | 0.99% | 29 |
|
|
2022
Q4 | $2.9M | Buy |
21,608
+71
| +0.3% | +$9.52K | 1.02% | 28 |
|
|
2022
Q3 | $2.25M | Buy |
21,537
+80
| +0.4% | +$8.36K | 0.85% | 34 |
|
|
2022
Q2 | $2.42M | Buy |
21,457
+268
| +1% | +$30.2K | 0.85% | 34 |
|
|
2022
Q1 | $2.89M | Buy |
21,189
+462
| +2% | +$63K | 0.91% | 32 |
|
|
2021
Q4 | $3.28M | Buy |
20,727
+5,570
| +37% | +$882K | 1.05% | 26 |
|
|
2021
Q3 | $2.58M | Buy |
15,157
+36
| +0.2% | +$6.14K | 0.85% | 31 |
|
|
2021
Q2 | $2.35M | Buy |
15,121
+17
| +0.1% | +$2.64K | 0.84% | 32 |
|
|
2021
Q1 | $2.3M | Sell |
15,104
-379
| -2% | -$57.7K | 0.87% | 31 |
|
|
2020
Q4 | $1.97M | Buy |
15,483
+25
| +0.2% | +$3.18K | 0.77% | 34 |
|
|
2020
Q3 | $1.49M | Buy |
15,458
+28
| +0.2% | +$2.7K | 0.68% | 36 |
|
|
2020
Q2 | $1.45M | Buy |
15,430
+28
| +0.2% | +$2.63K | 0.7% | 35 |
|
|
2020
Q1 | $1.39M | Buy |
15,402
+19
| +0.1% | +$1.71K | 0.75% | 35 |
|
|
2019
Q4 | $2.14M | Buy |
15,383
+21
| +0.1% | +$2.93K | 0.81% | 35 |
|
|
2019
Q3 | $1.81M | Buy |
15,362
+19
| +0.1% | +$2.24K | 0.73% | 35 |
|
|
2019
Q2 | $1.72M | Buy |
15,343
+20
| +0.1% | +$2.24K | 0.71% | 36 |
|
|
2019
Q1 | $1.55M | Sell |
15,323
-56
| -0.4% | -$5.67K | 0.65% | 38 |
|
|
2018
Q4 | $1.5M | Buy |
15,379
+21
| +0.1% | +$2.05K | 0.7% | 39 |
|
|
2018
Q3 | $1.73M | Buy |
15,358
+13
| +0.1% | +$1.47K | 0.72% | 38 |
|
|
2018
Q2 | $1.6M | Buy |
15,345
+15
| +0.1% | +$1.56K | 0.69% | 39 |
|
|
2018
Q1 | $1.69M | Sell |
15,330
-87
| -0.6% | -$9.57K | 0.73% | 37 |
|
|
2017
Q4 | $1.65M | Buy |
15,417
+15
| +0.1% | +$1.6K | 0.71% | 36 |
|
|
2017
Q3 | $1.47M | Buy |
15,402
+15
| +0.1% | +$1.43K | 0.65% | 39 |
|
|
2017
Q2 | $1.41M | Buy |
15,387
+15
| +0.1% | +$1.37K | 0.63% | 39 |
|
|
2017
Q1 | $1.35M | Buy |
15,372
+15
| +0.1% | +$1.32K | 0.62% | 39 |
|
|
2016
Q4 | $1.33M | Buy |
15,357
+19
| +0.1% | +$1.64K | 0.62% | 39 |
|
|
2016
Q3 | $1.02M | Buy |
15,338
+20
| +0.1% | +$1.33K | 0.5% | 43 |
|
|
2016
Q2 | $952K | Buy |
15,318
+18
| +0.1% | +$1.12K | 0.47% | 46 |
|
|
2016
Q1 | $906K | Buy |
15,300
+21
| +0.1% | +$1.24K | 0.47% | 48 |
|
|
2015
Q4 | $1.01M | Buy |
15,279
+17
| +0.1% | +$1.12K | 0.53% | 45 |
|
|
2015
Q3 | $931K | Buy |
15,262
+17
| +0.1% | +$1.04K | 0.51% | 47 |
|
|
2015
Q2 | $1.03M | Buy |
15,245
+16
| +0.1% | +$1.08K | 0.52% | 47 |
|
|
2015
Q1 | $923K | Buy |
15,229
+18
| +0.1% | +$1.09K | 0.45% | 50 |
|
|
2014
Q4 | $952K | Buy |
15,211
+17
| +0.1% | +$1.06K | 0.46% | 50 |
|
|
2014
Q3 | $915K | Buy |
15,194
+17
| +0.1% | +$1.02K | 0.46% | 49 |
|
|
2014
Q2 | $874K | Buy |
15,177
+17
| +0.1% | +$979 | 0.44% | 56 |
|
|
2014
Q1 | $920K | Buy |
15,160
+17
| +0.1% | +$1.03K | 0.49% | 47 |
|
|
2013
Q4 | $886K | Buy |
15,143
+18
| +0.1% | +$1.05K | 0.49% | 50 |
|
|
2013
Q3 | $782K | Buy |
15,125
+17
| +0.1% | +$879 | 0.46% | 51 |
|
|
2013
Q2 | $798K | Buy |
+15,108
| New | +$798K | 0.49% | 49 |
|