Kathmere Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.21M | Buy |
|
|||||
|
2025
Q2 | $2.89M | Buy |
|
|||||
|
2025
Q1 | $1.98M | Buy |
|
|||||
|
2024
Q4 | $1.81M | Buy |
|
|||||
|
2024
Q3 | $1.29M | Buy |
|
|||||
|
2024
Q2 | $1.19M | Buy |
|
|||||
|
2024
Q1 | $992K | Sell |
|
|||||
|
2023
Q4 | $865K | Buy |
|
|||||
|
2023
Q3 | $682K | Buy |
|
|||||
|
2023
Q2 | $523K | Buy |
|
|||||
|
2023
Q1 | $461K | Buy |
|
|||||
|
2022
Q4 | $408K | Buy |
|
|||||
|
2022
Q3 | $272K | Sell |
|
|||||
|
2022
Q2 | $432K | Buy |
|
|||||
|
2022
Q1 | $480K | Buy |
|
|||||
|
2021
Q4 | $476K | Sell |
|
|||||
|
2021
Q3 | $682K | Buy |
|
|||||
|
2021
Q2 | $467K | Buy |
|
|||||
|
2021
Q1 | $457K | Sell |
|
|||||
|
2020
Q4 | $387K | Buy |
|
|||||
|
2020
Q3 | $288K | Sell |
|
|||||
|
2020
Q2 | $388K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $265K | Buy |
|