KCM Investment Advisors’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 | $58.1M | Buy |
200,446
+18,969
| +10% | +$5.5M | 1.95% | 9 |
|
|
2025
Q1 | $44.5M | Buy |
181,477
+3,198
| +2% | +$784K | 1.6% | 16 |
|
|
2024
Q4 | $42.7M | Buy |
178,279
+2,246
| +1% | +$538K | 1.47% | 18 |
|
|
2024
Q3 | $37.1M | Sell |
176,033
-248
| -0.1% | -$52.3K | 1.26% | 24 |
|
|
2024
Q2 | $35.7M | Buy |
176,281
+590
| +0.3% | +$119K | 1.28% | 23 |
|
|
2024
Q1 | $35.2M | Buy |
175,691
+5,294
| +3% | +$1.06M | 1.3% | 23 |
|
|
2023
Q4 | $29M | Sell |
170,397
-5,073
| -3% | -$863K | 1.15% | 24 |
|
|
2023
Q3 | $25.4M | Sell |
175,470
-1,260
| -0.7% | -$183K | 1.1% | 24 |
|
|
2023
Q2 | $25.7M | Buy |
176,730
+1,582
| +0.9% | +$230K | 1.03% | 26 |
|
|
2023
Q1 | $22.8M | Buy |
175,148
+320
| +0.2% | +$41.7K | 0.92% | 32 |
|
|
2022
Q4 | $23.4M | Sell |
174,828
-727
| -0.4% | -$97.5K | 1.01% | 29 |
|
|
2022
Q3 | $18.3M | Buy |
175,555
+1,040
| +0.6% | +$109K | 0.85% | 33 |
|
|
2022
Q2 | $19.7M | Buy |
174,515
+2,482
| +1% | +$279K | 0.86% | 35 |
|
|
2022
Q1 | $23.5M | Buy |
172,033
+2,116
| +1% | +$288K | 0.86% | 35 |
|
|
2021
Q4 | $26.9M | Buy |
169,917
+3,306
| +2% | +$523K | 0.94% | 29 |
|
|
2021
Q3 | $27.3M | Buy |
166,611
+4,019
| +2% | +$658K | 1.09% | 28 |
|
|
2021
Q2 | $25.3M | Buy |
162,592
+7,890
| +5% | +$1.23M | 1.02% | 29 |
|
|
2021
Q1 | $23.6M | Buy |
154,702
+47
| +0% | +$7.16K | 1.04% | 30 |
|
|
2020
Q4 | $19.7M | Buy |
154,655
+3,221
| +2% | +$409K | 0.95% | 32 |
|
|
2020
Q3 | $14.6M | Sell |
151,434
-19,119
| -11% | -$1.84M | 0.81% | 39 |
|
|
2020
Q2 | $16M | Buy |
170,553
+7,942
| +5% | +$747K | 0.9% | 35 |
|
|
2020
Q1 | $14.6M | Sell |
162,611
-129
| -0.1% | -$11.6K | 0.99% | 36 |
|
|
2019
Q4 | $22.7M | Buy |
162,740
+2,636
| +2% | +$367K | 1.23% | 25 |
|
|
2019
Q3 | $18.8M | Buy |
160,104
+1,432
| +0.9% | +$169K | 1.09% | 29 |
|
|
2019
Q2 | $17.7M | Buy |
158,672
+12,287
| +8% | +$1.37M | 1.06% | 30 |
|
|
2019
Q1 | $14.8M | Buy |
146,385
+6,576
| +5% | +$666K | 0.96% | 35 |
|
|
2018
Q4 | $13.6M | Buy |
139,809
+8,267
| +6% | +$807K | 0.9% | 31 |
|
|
2018
Q3 | $14.8M | Buy |
131,542
+834
| +0.6% | +$94.1K | 0.85% | 31 |
|
|
2018
Q2 | $13.6M | Sell |
130,708
-1,633
| -1% | -$170K | 0.84% | 31 |
|
|
2018
Q1 | $14.6M | Buy |
132,341
+636
| +0.5% | +$69.9K | 0.88% | 29 |
|
|
2017
Q4 | $14.1M | Buy |
131,705
+1,193
| +0.9% | +$128K | 0.82% | 31 |
|
|
2017
Q3 | $12.5M | Sell |
130,512
-609
| -0.5% | -$58.2K | 0.76% | 35 |
|
|
2017
Q2 | $12M | Sell |
131,121
-2,205
| -2% | -$202K | 0.75% | 33 |
|
|
2017
Q1 | $11.7M | Buy |
133,326
+612
| +0.5% | +$53.8K | 0.75% | 32 |
|
|
2016
Q4 | $11.5M | Buy |
132,714
+1,187
| +0.9% | +$102K | 0.77% | 30 |
|
|
2016
Q3 | $8.76M | Sell |
131,527
-1,296
| -1% | -$86.3K | 0.6% | 47 |
|
|
2016
Q2 | $8.25M | Sell |
132,823
-3,803
| -3% | -$236K | 0.58% | 48 |
|
|
2016
Q1 | $8.09M | Buy |
136,626
+9,456
| +7% | +$560K | 0.6% | 46 |
|
|
2015
Q4 | $8.4M | Buy |
127,170
+4,969
| +4% | +$328K | 0.66% | 38 |
|
|
2015
Q3 | $7.45M | Buy |
122,201
+5,836
| +5% | +$356K | 0.62% | 43 |
|
|
2015
Q2 | $7.89M | Buy |
116,365
+2,432
| +2% | +$165K | 0.63% | 40 |
|
|
2015
Q1 | $6.9M | Buy |
113,933
+2,837
| +3% | +$172K | 0.55% | 47 |
|
|
2014
Q4 | $6.95M | Buy |
111,096
+2,612
| +2% | +$163K | 0.58% | 44 |
|
|
2014
Q3 | $6.54M | Buy |
108,484
+1,092
| +1% | +$65.8K | 0.6% | 39 |
|
|
2014
Q2 | $6.19M | Buy |
107,392
+6,062
| +6% | +$349K | 0.58% | 42 |
|
|
2014
Q1 | $6.15M | Buy |
101,330
+475
| +0.5% | +$28.8K | 0.64% | 33 |
|
|
2013
Q4 | $5.9M | Sell |
100,855
-1,226
| -1% | -$71.7K | 0.64% | 32 |
|
|
2013
Q3 | $5.28M | Sell |
102,081
-11,926
| -10% | -$617K | 0.63% | 35 |
|
|
2013
Q2 | $6.02M | Buy |
+114,007
| New | +$6.02M | 0.73% | 30 |
|