Kearns & Associates’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 | $568K | Hold |
1,960
| – | – | 0.33% | 26 |
|
|
2025
Q1 | $481K | Hold |
1,960
| – | – | 0.31% | 29 |
|
|
2024
Q4 | $470K | Hold |
1,960
| – | – | 0.3% | 27 |
|
|
2024
Q3 | $413K | Hold |
1,960
| – | – | 0.27% | 26 |
|
|
2024
Q2 | $396K | Hold |
1,960
| – | – | 0.3% | 27 |
|
|
2024
Q1 | $393K | Hold |
1,960
| – | – | 0.3% | 27 |
|
|
2023
Q4 | $333K | Hold |
1,960
| – | – | 0.28% | 26 |
|
|
2023
Q3 | $284K | Hold |
1,960
| – | – | 0.27% | 28 |
|
|
2023
Q2 | $285K | Hold |
1,960
| – | – | 0.26% | 30 |
|
|
2023
Q1 | $255K | Hold |
1,960
| – | – | 0.25% | 33 |
|
|
2022
Q4 | $263K | Buy |
+1,960
| New | +$263K | 0.28% | 32 |
|