Kavar Capital Partners Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13M | Sell |
44,281
-268
| -0.6% | -$81.3K | 1.63% | 15 |
|
|
2025
Q4 | $14.4M | Buy |
44,549
+127
| +0.3% | +$39.3K | 1.98% | 10 |
|
|
2025
Q3 | $14M | Buy |
44,422
+168
| +0.4% | +$50K | 1.87% | 12 |
|
|
2025
Q2 | $12.8M | Buy |
44,254
+1,122
| +3% | +$286K | 1.84% | 10 |
|
|
2025
Q1 | $10.6M | Buy |
43,132
+915
| +2% | +$233K | 1.76% | 12 |
|
|
2024
Q4 | $10.1M | Sell |
42,217
-143
| -0.3% | -$33.3K | 1.71% | 14 |
|
|
2024
Q3 | $8.93M | Buy |
42,360
+150
| +0.4% | +$31.6K | 1.41% | 19 |
|
|
2024
Q2 | $8.54M | Sell |
42,210
-90
| -0.2% | -$17.6K | 1.54% | 15 |
|
|
2024
Q1 | $8.47M | Sell |
42,300
-41,090
| -49% | -$7.41M | 1.56% | 16 |
|
|
2023
Q4 | $14.2M | Buy |
83,390
+42,542
| +104% | +$6.45M | 1.59% | 17 |
|
|
2023
Q3 | $5.92M | Buy |
40,848
+747
| +2% | +$112K | 1.29% | 22 |
|
|
2023
Q2 | $5.83M | Buy |
40,101
+2,079
| +5% | +$286K | 1.24% | 25 |
|
|
2023
Q1 | $4.95M | Sell |
38,022
-239
| -0.6% | -$32.7K | 1.07% | 33 |
|
|
2022
Q4 | $5.13M | Buy |
38,261
+1,438
| +4% | +$182K | 1.18% | 28 |
|
|
2022
Q3 | $3.85M | Buy |
36,823
+1,945
| +6% | +$223K | 0.98% | 34 |
|
|
2022
Q2 | $3.93M | Buy |
34,878
+2,129
| +7% | +$264K | 0.91% | 37 |
|
|
2022
Q1 | $4.46M | Buy |
32,749
+1,424
| +5% | +$210K | 0.96% | 33 |
|
|
2021
Q4 | $4.96M | Buy |
31,325
+1,083
| +4% | +$178K | 1.03% | 30 |
|
|
2021
Q3 | $4.95M | Buy |
30,242
+672
| +2% | +$105K | 1.13% | 31 |
|
|
2021
Q2 | $4.6M | Buy |
29,570
+1,015
| +4% | +$159K | 1.11% | 30 |
|
|
2021
Q1 | $4.35M | Buy |
28,555
+296
| +1% | +$42.6K | 1.17% | 29 |
|
|
2020
Q4 | $3.59M | Sell |
28,259
-129
| -0.5% | -$14.4K | 1.03% | 30 |
|
|
2020
Q3 | $2.73M | Buy |
28,388
+4,603
| +19% | +$452K | 0.92% | 34 |
|
|
2020
Q2 | $2.24M | Buy |
23,785
+4,523
| +23% | +$429K | 0.86% | 40 |
|
|
2020
Q1 | $1.73M | Buy |
19,262
+2,476
| +15% | +$301K | 0.83% | 44 |
|
|
2019
Q4 | $2.34M | Sell |
16,786
-155
| -0.9% | -$19.9K | 0.87% | 43 |
|
|
2019
Q3 | $1.99M | Hold |
16,941
| – | – | 0.78% | 50 |
|
|
2019
Q2 | $1.89M | Buy |
16,941
+494
| +3% | +$54.5K | 0.74% | 49 |
|
|
2019
Q1 | $1.67M | Buy |
16,447
+1,289
| +9% | +$133K | 0.74% | 53 |
|
|
2018
Q4 | $1.48M | Sell |
15,158
-251
| -2% | -$26.7K | 0.8% | 53 |
|
|
2018
Q3 | $1.74M | Hold |
15,409
| – | – | 0.86% | 53 |
|
|
2018
Q2 | $1.61M | Hold |
15,409
| – | – | 0.81% | 50 |
|
|
2018
Q1 | $1.69M | Hold |
15,409
| – | – | 0.88% | 48 |
|
|
2017
Q4 | $1.65M | Sell |
15,409
-6,996
| -31% | -$708K | 0.88% | 51 |
|
|
2017
Q3 | $2.14M | Buy |
22,405
+3
| +0% | +$277 | 1.17% | 35 |
|
|
2017
Q2 | $2.05M | Buy |
22,402
+3
| +0% | +$259 | 1.11% | 37 |
|
|
2017
Q1 | $1.97M | Buy |
22,399
+15,210
| +212% | +$1.34M | 1.1% | 39 |
|
|
2016
Q4 | $620K | Sell |
7,189
-146
| -2% | -$11.1K | 0.39% | 74 |
|
|
2016
Q3 | $488K | Buy |
7,335
+4
| +0.1% | +$261 | 0.31% | 80 |
|
|
2016
Q2 | $456K | Sell |
7,331
-96
| -1% | -$6K | 0.29% | 81 |
|
|
2016
Q1 | $440K | Buy |
7,427
+51
| +0.7% | +$2.98K | 0.29% | 81 |
|
|
2015
Q4 | $487K | Sell |
7,376
-11
| -0.1% | -$716 | 0.31% | 80 |
|
|
2015
Q3 | $450K | Sell |
7,387
-212
| -3% | -$13.9K | 0.32% | 80 |
|
|
2015
Q2 | $514K | Buy |
7,599
+3
| +0% | +$196 | 0.35% | 89 |
|
|
2015
Q1 | $460K | Sell |
7,596
-307
| -4% | -$18.2K | 0.39% | 80 |
|
|
2014
Q4 | $495K | Sell |
7,903
-164
| -2% | -$9.87K | 0.39% | 99 |
|
|
2014
Q3 | $486K | Buy |
8,067
+206
| +3% | +$12K | 0.42% | 97 |
|
|
2014
Q2 | $453K | Buy |
7,861
+6
| +0.1% | +$337 | 0.38% | 102 |
|
|
2014
Q1 | $476K | Sell |
7,855
-59
| -0.7% | -$3.41K | 0.39% | 98 |
|
|
2013
Q4 | $462K | Buy |
+7,914
| New | +$434K | 0.41% | 91 |
|
Other funds holding JPM
VCM
VPM
