KCP
KDI Capital Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $16.6M | Sell |
101,615
-6,916
| -6% | -$1.13M | 5.74% | 3 |
|
|
2021
Q2 | $16.9M | Buy |
108,531
+9,916
| +10% | +$1.54M | 5.56% | 3 |
|
|
2021
Q1 | $15M | Buy |
98,615
+5,030
| +5% | +$766K | 5.83% | 2 |
|
|
2020
Q4 | $11.9M | Sell |
93,585
-1,132
| -1% | -$144K | 5.38% | 3 |
|
|
2020
Q3 | $9.12M | Buy |
94,717
+16,963
| +22% | +$1.63M | 4.55% | 10 |
|
|
2020
Q2 | $7.31M | Sell |
77,754
-20,835
| -21% | -$1.96M | 3.8% | 15 |
|
|
2020
Q1 | $8.88M | Sell |
98,589
-8,895
| -8% | -$801K | 4.02% | 14 |
|
|
2019
Q4 | $15M | Sell |
107,484
-6,434
| -6% | -$897K | 5.46% | 4 |
|
|
2019
Q3 | $13.4M | Sell |
113,918
-5,811
| -5% | -$684K | 5.23% | 6 |
|
|
2019
Q2 | $13.4M | Buy |
119,729
+22,014
| +23% | +$2.46M | 5.01% | 6 |
|
|
2019
Q1 | $9.89M | Sell |
97,715
-9,327
| -9% | -$944K | 3.48% | 14 |
|
|
2018
Q4 | $10.4M | Buy |
107,042
+14,820
| +16% | +$1.45M | 3.55% | 11 |
|
|
2018
Q3 | $10.4M | Buy |
92,222
+3,665
| +4% | +$414K | 3.3% | 13 |
|
|
2018
Q2 | $9.23M | Buy |
88,557
+7,366
| +9% | +$768K | 2.94% | 15 |
|
|
2018
Q1 | $8.93M | Buy |
81,191
+9,316
| +13% | +$1.02M | 2.91% | 15 |
|
|
2017
Q4 | $7.69M | Sell |
71,875
-37,700
| -34% | -$4.03M | 3.06% | 13 |
|
|
2017
Q3 | $10.5M | Sell |
109,575
-17,409
| -14% | -$1.66M | 3.5% | 4 |
|
|
2017
Q2 | $11.6M | Buy |
126,984
+16,945
| +15% | +$1.55M | 3.96% | 4 |
|
|
2017
Q1 | $9.67M | Buy |
+110,039
| New | +$9.67M | 3.31% | 6 |
|