Kathmere Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
9,981
+1,901
| +24% | +$551K | 0.22% | 82 |
|
|
2025
Q1 | $1.98M | Buy |
8,080
+527
| +7% | +$129K | 0.17% | 90 |
|
|
2024
Q4 | $1.81M | Buy |
7,553
+1,428
| +23% | +$342K | 0.16% | 91 |
|
|
2024
Q3 | $1.29M | Buy |
6,125
+225
| +4% | +$47.4K | 0.12% | 99 |
|
|
2024
Q2 | $1.19M | Buy |
5,900
+947
| +19% | +$192K | 0.13% | 90 |
|
|
2024
Q1 | $992K | Sell |
4,953
-132
| -3% | -$26.4K | 0.11% | 106 |
|
|
2023
Q4 | $865K | Buy |
5,085
+381
| +8% | +$64.8K | 0.11% | 98 |
|
|
2023
Q3 | $682K | Buy |
4,704
+1,110
| +31% | +$161K | 0.1% | 109 |
|
|
2023
Q2 | $523K | Buy |
3,594
+60
| +2% | +$8.73K | 0.08% | 109 |
|
|
2023
Q1 | $461K | Buy |
3,534
+492
| +16% | +$64.1K | 0.08% | 116 |
|
|
2022
Q4 | $408K | Buy |
3,042
+440
| +17% | +$59K | 0.07% | 112 |
|
|
2022
Q3 | $272K | Sell |
2,602
-1,238
| -32% | -$129K | 0.05% | 130 |
|
|
2022
Q2 | $432K | Buy |
3,840
+316
| +9% | +$35.6K | 0.08% | 89 |
|
|
2022
Q1 | $480K | Buy |
3,524
+519
| +17% | +$70.7K | 0.08% | 82 |
|
|
2021
Q4 | $476K | Sell |
3,005
-1,164
| -28% | -$184K | 0.08% | 74 |
|
|
2021
Q3 | $682K | Buy |
4,169
+1,166
| +39% | +$191K | 0.12% | 65 |
|
|
2021
Q2 | $467K | Buy |
3,003
+2
| +0.1% | +$311 | 0.09% | 74 |
|
|
2021
Q1 | $457K | Sell |
3,001
-43
| -1% | -$6.55K | 0.09% | 71 |
|
|
2020
Q4 | $387K | Buy |
3,044
+49
| +2% | +$6.23K | 0.08% | 78 |
|
|
2020
Q3 | $288K | Sell |
2,995
-1,133
| -27% | -$109K | 0.07% | 81 |
|
|
2020
Q2 | $388K | Buy |
+4,128
| New | +$388K | 0.11% | 66 |
|
|
2020
Q1 | – | Sell |
-1,904
| Closed | -$265K | – | 101 |
|
|
2019
Q4 | $265K | Buy |
+1,904
| New | +$265K | 0.09% | 84 |
|