Kayne Anderson Rudnick Investment 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 | $8.26M | Buy |
28,501
+1,317
| +5% | +$382K | 0.02% | 235 |
|
|
2025
Q1 | $6.67M | Buy |
27,184
+1,050
| +4% | +$258K | 0.02% | 255 |
|
|
2024
Q4 | $6.26M | Buy |
26,134
+1,923
| +8% | +$461K | 0.01% | 260 |
|
|
2024
Q3 | $5.11M | Buy |
24,211
+2,336
| +11% | +$493K | 0.01% | 269 |
|
|
2024
Q2 | $4.42M | Buy |
21,875
+7,997
| +58% | +$1.62M | 0.01% | 283 |
|
|
2024
Q1 | $2.78M | Buy |
13,878
+2,642
| +24% | +$529K | 0.01% | 315 |
|
|
2023
Q4 | $1.91M | Buy |
11,236
+110
| +1% | +$18.7K | ﹤0.01% | 334 |
|
|
2023
Q3 | $1.61M | Buy |
11,126
+26
| +0.2% | +$3.77K | ﹤0.01% | 345 |
|
|
2023
Q2 | $1.61M | Buy |
11,100
+92
| +0.8% | +$13.4K | ﹤0.01% | 342 |
|
|
2023
Q1 | $1.43M | Sell |
11,008
-103
| -0.9% | -$13.4K | ﹤0.01% | 338 |
|
|
2022
Q4 | $1.49M | Buy |
11,111
+25
| +0.2% | +$3.35K | ﹤0.01% | 342 |
|
|
2022
Q3 | $1.16M | Sell |
11,086
-21
| -0.2% | -$2.19K | ﹤0.01% | 343 |
|
|
2022
Q2 | $1.25M | Hold |
11,107
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $1.51M | Buy |
11,107
+829
| +8% | +$113K | ﹤0.01% | 323 |
|
|
2021
Q4 | $1.63M | Buy |
10,278
+140
| +1% | +$22.2K | ﹤0.01% | 324 |
|
|
2021
Q3 | $1.66M | Buy |
10,138
+202
| +2% | +$33.1K | ﹤0.01% | 310 |
|
|
2021
Q2 | $1.55M | Buy |
9,936
+50
| +0.5% | +$7.78K | ﹤0.01% | 312 |
|
|
2021
Q1 | $1.51M | Buy |
9,886
+188
| +2% | +$28.6K | ﹤0.01% | 303 |
|
|
2020
Q4 | $1.23M | Sell |
9,698
-189
| -2% | -$24K | ﹤0.01% | 308 |
|
|
2020
Q3 | $952K | Sell |
9,887
-222
| -2% | -$21.4K | ﹤0.01% | 309 |
|
|
2020
Q2 | $951K | Buy |
10,109
+558
| +6% | +$52.5K | ﹤0.01% | 309 |
|
|
2020
Q1 | $860K | Hold |
9,551
| – | – | ﹤0.01% | 301 |
|
|
2019
Q4 | $1.33M | Buy |
9,551
+178
| +2% | +$24.8K | 0.01% | 293 |
|
|
2019
Q3 | $1.1M | Buy |
9,373
+42
| +0.5% | +$4.94K | 0.01% | 291 |
|
|
2019
Q2 | $1.04M | Hold |
9,331
| – | – | 0.01% | 290 |
|
|
2019
Q1 | $945K | Buy |
9,331
+63
| +0.7% | +$6.38K | 0.01% | 288 |
|
|
2018
Q4 | $905K | Hold |
9,268
| – | – | 0.01% | 297 |
|
|
2018
Q3 | $1.05M | Buy |
9,268
+480
| +5% | +$54.2K | 0.01% | 282 |
|
|
2018
Q2 | $916K | Buy |
8,788
+208
| +2% | +$21.7K | 0.01% | 290 |
|
|
2018
Q1 | $944K | Hold |
8,580
| – | – | 0.01% | 302 |
|
|
2017
Q4 | $918K | Hold |
8,580
| – | – | 0.01% | 296 |
|
|
2017
Q3 | $819K | Hold |
8,580
| – | – | 0.01% | 300 |
|
|
2017
Q2 | $784K | Hold |
8,580
| – | – | 0.01% | 303 |
|
|
2017
Q1 | $754K | Hold |
8,580
| – | – | 0.01% | 304 |
|
|
2016
Q4 | $740K | Sell |
8,580
-280
| -3% | -$24.1K | 0.01% | 296 |
|
|
2016
Q3 | $590K | Buy |
8,860
+280
| +3% | +$18.6K | 0.01% | 305 |
|
|
2016
Q2 | $533K | Hold |
8,580
| – | – | 0.01% | 303 |
|
|
2016
Q1 | $508K | Hold |
8,580
| – | – | 0.01% | 293 |
|
|
2015
Q4 | $567K | Hold |
8,580
| – | – | 0.01% | 298 |
|
|
2015
Q3 | $523K | Hold |
8,580
| – | – | 0.01% | 287 |
|
|
2015
Q2 | $581K | Sell |
8,580
-423
| -5% | -$28.6K | 0.01% | 268 |
|
|
2015
Q1 | $545K | Hold |
9,003
| – | – | 0.01% | 270 |
|
|
2014
Q4 | $563K | Hold |
9,003
| – | – | 0.01% | 275 |
|
|
2014
Q3 | $542K | Sell |
9,003
-1
| -0% | -$60 | 0.01% | 270 |
|
|
2014
Q2 | $519K | Buy |
9,004
+1
| +0% | +$58 | 0.01% | 273 |
|
|
2014
Q1 | $547K | Hold |
9,003
| – | – | 0.01% | 263 |
|
|
2013
Q4 | $526K | Hold |
9,003
| – | – | 0.01% | 248 |
|
|
2013
Q3 | $465K | Hold |
9,003
| – | – | 0.01% | 248 |
|
|
2013
Q2 | $475K | Buy |
+9,003
| New | +$475K | 0.01% | 243 |
|