Kayne Anderson Rudnick Investment 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 | $8.17M | Sell |
|
|||||
|
2025
Q2 | $8.26M | Buy |
|
|||||
|
2025
Q1 | $6.67M | Buy |
|
|||||
|
2024
Q4 | $6.26M | Buy |
|
|||||
|
2024
Q3 | $5.11M | Buy |
|
|||||
|
2024
Q2 | $4.42M | Buy |
|
|||||
|
2024
Q1 | $2.78M | Buy |
|
|||||
|
2023
Q4 | $1.91M | Buy |
|
|||||
|
2023
Q3 | $1.61M | Buy |
|
|||||
|
2023
Q2 | $1.61M | Buy |
|
|||||
|
2023
Q1 | $1.43M | Sell |
|
|||||
|
2022
Q4 | $1.49M | Buy |
|
|||||
|
2022
Q3 | $1.16M | Sell |
|
|||||
|
2022
Q2 | $1.25M | Hold |
|
|||||
|
2022
Q1 | $1.51M | Buy |
|
|||||
|
2021
Q4 | $1.63M | Buy |
|
|||||
|
2021
Q3 | $1.66M | Buy |
|
|||||
|
2021
Q2 | $1.54M | Buy |
|
|||||
|
2021
Q1 | $1.5M | Buy |
|
|||||
|
2020
Q4 | $1.23M | Sell |
|
|||||
|
2020
Q3 | $952K | Sell |
|
|||||
|
2020
Q2 | $951K | Buy |
|
|||||
|
2020
Q1 | $860K | Hold |
|
|||||
|
2019
Q4 | $1.33M | Buy |
|
|||||
|
2019
Q3 | $1.1M | Buy |
|
|||||
|
2019
Q2 | $1.04M | Hold |
|
|||||
|
2019
Q1 | $945K | Buy |
|
|||||
|
2018
Q4 | $905K | Hold |
|
|||||
|
2018
Q3 | $1.05M | Buy |
|
|||||
|
2018
Q2 | $916K | Buy |
|
|||||
|
2018
Q1 | $944K | Hold |
|
|||||
|
2017
Q4 | $918K | Hold |
|
|||||
|
2017
Q3 | $819K | Hold |
|
|||||
|
2017
Q2 | $784K | Hold |
|
|||||
|
2017
Q1 | $754K | Hold |
|
|||||
|
2016
Q4 | $740K | Sell |
|
|||||
|
2016
Q3 | $590K | Buy |
|
|||||
|
2016
Q2 | $533K | Hold |
|
|||||
|
2016
Q1 | $508K | Hold |
|
|||||
|
2015
Q4 | $567K | Hold |
|
|||||
|
2015
Q3 | $523K | Hold |
|
|||||
|
2015
Q2 | $581K | Sell |
|
|||||
|
2015
Q1 | $545K | Hold |
|
|||||
|
2014
Q4 | $563K | Hold |
|
|||||
|
2014
Q3 | $542K | Sell |
|
|||||
|
2014
Q2 | $519K | Buy |
|
|||||
|
2014
Q1 | $547K | Hold |
|
|||||
|
2013
Q4 | $526K | Hold |
|
|||||
|
2013
Q3 | $465K | Hold |
|
|||||
|
2013
Q2 | $475K | Buy |
|