KWA
KCS Wealth Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.02M | Sell |
20,839
-3,136
| -13% | -$455K | 1.29% | 17 |
|
|
2023
Q2 | $3.49M | Buy |
23,975
+520
| +2% | +$75.6K | 1.21% | 18 |
|
|
2023
Q1 | $3.06M | Sell |
23,455
-104
| -0.4% | -$13.6K | 1.16% | 23 |
|
|
2022
Q4 | $3.16M | Buy |
23,559
+465
| +2% | +$62.4K | 1.31% | 14 |
|
|
2022
Q3 | $2.41M | Buy |
23,094
+4,644
| +25% | +$485K | 1.11% | 23 |
|
|
2022
Q2 | $2.08M | Buy |
18,450
+3,680
| +25% | +$414K | 0.92% | 35 |
|
|
2022
Q1 | $2.01M | Sell |
14,770
-531
| -3% | -$72.4K | 0.93% | 37 |
|
|
2021
Q4 | $2.42M | Sell |
15,301
-323
| -2% | -$51.1K | 0.97% | 28 |
|
|
2021
Q3 | $2.56M | Sell |
15,624
-430
| -3% | -$70.4K | 1.21% | 21 |
|
|
2021
Q2 | $2.5M | Buy |
16,054
+27
| +0.2% | +$4.2K | 1.18% | 18 |
|
|
2021
Q1 | $2.44M | Buy |
16,027
+1,042
| +7% | +$159K | 1.26% | 16 |
|
|
2020
Q4 | $1.9M | Buy |
14,985
+2,494
| +20% | +$317K | 1.26% | 18 |
|
|
2020
Q3 | $1.2M | Buy |
12,491
+414
| +3% | +$39.9K | 0.96% | 33 |
|
|
2020
Q2 | $1.14M | Buy |
12,077
+7,674
| +174% | +$722K | 0.94% | 38 |
|
|
2020
Q1 | $396K | Sell |
4,403
-332
| -7% | -$29.9K | 0.4% | 99 |
|
|
2019
Q4 | $660K | Sell |
4,735
-391
| -8% | -$54.5K | 0.49% | 88 |
|
|
2019
Q3 | $603K | Buy |
5,126
+11
| +0.2% | +$1.3K | 0.42% | 87 |
|
|
2019
Q2 | $572K | Buy |
5,115
+36
| +0.7% | +$4.03K | 0.45% | 90 |
|
|
2019
Q1 | $514K | Sell |
5,079
-496
| -9% | -$50.2K | 0.45% | 96 |
|
|
2018
Q4 | $544K | Sell |
5,575
-1,011
| -15% | -$98.7K | 0.57% | 85 |
|
|
2018
Q3 | $743K | Sell |
6,586
-846
| -11% | -$95.4K | 0.69% | 57 |
|
|
2018
Q2 | $774K | Sell |
7,432
-1,219
| -14% | -$127K | 0.72% | 49 |
|
|
2018
Q1 | $911K | Buy |
8,651
+1,377
| +19% | +$145K | 0.83% | 32 |
|
|
2017
Q4 | $778K | Buy |
+7,274
| New | +$778K | 0.75% | 35 |
|