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KDT Advisors’s JPMorgan Chase JPM Stock Holding History

KDT Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.08M Hold
3,712
– – 1.74% 13
2025
Q1 		$911K Hold
3,712
– – 1.34% 21
2024
Q4 		$890K Buy
+3,712
New +$890K 1.31% 22