Keating Investment Counselors’s JPMorgan Chase JPM Stock Holding History

Keating Investment Counselors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$662K	Buy	2,285 +100	+5%	+$29K	0.2%	42
2025 Q1	$536K	Sell	2,185 -1,315	-38%	-$323K	0.16%	48
2024 Q4	$839K	Hold	3,500	–	–	0.26%	40
2024 Q3	$738K	Hold	3,500	–	–	0.22%	42
2024 Q2	$708K	Buy	3,500 +575	+20%	+$116K	0.23%	42
2024 Q1	$586K	Sell	2,925 -300	-9%	-$60.1K	0.19%	53
2023 Q4	$549K	Sell	3,225 -125	-4%	-$21.3K	0.2%	60
2023 Q3	$486K	Sell	3,350 -118	-3%	-$17.1K	0.16%	62
2023 Q2	$504K	Sell	3,468 -2,730	-44%	-$397K	0.18%	57
2023 Q1	$808K	Hold	6,198	–	–	0.31%	48
2022 Q4	$831K	Hold	6,198	–	–	0.33%	52
2022 Q3	$648K	Hold	6,198	–	–	0.29%	45
2022 Q2	$698K	Hold	6,198	–	–	0.29%	45
2022 Q1	$845K	Hold	6,198	–	–	0.36%	45
2021 Q4	$981K	Hold	6,198	–	–	0.43%	41
2021 Q3	$1.02M	Sell	6,198 -50	-0.8%	-$8.19K	0.48%	39
2021 Q2	$972K	Sell	6,248 -356	-5%	-$55.4K	0.45%	39
2021 Q1	$1.01M	Sell	6,604 -236	-3%	-$35.9K	0.48%	36
2020 Q4	$869K	Hold	6,840	–	–	0.43%	37
2020 Q3	$658K	Hold	6,840	–	–	0.34%	38
2020 Q2	$643K	Buy	6,840 +56	+0.8%	+$5.26K	0.35%	38
2020 Q1	$611K	Hold	6,784	–	–	0.37%	39
2019 Q4	$946K	Hold	6,784	–	–	0.41%	43
2019 Q3	$798K	Hold	6,784	–	–	0.36%	43
2019 Q2	$758K	Hold	6,784	–	–	0.34%	46
2019 Q1	$687K	Hold	6,784	–	–	0.31%	48
2018 Q4	$662K	Hold	6,784	–	–	0.34%	47
2018 Q3	$766K	Hold	6,784	–	–	0.33%	46
2018 Q2	$707K	Hold	6,784	–	–	0.34%	41
2018 Q1	$746K	Hold	6,784	–	–	0.34%	43
2017 Q4	$725K	Hold	6,784	–	–	0.31%	43
2017 Q3	$648K	Sell	6,784 -300	-4%	-$28.7K	0.28%	47
2017 Q2	$647K	Sell	7,084 -250	-3%	-$22.8K	0.28%	46
2017 Q1	$644K	Hold	7,334	–	–	0.29%	43
2016 Q4	$633K	Hold	7,334	–	–	0.3%	44
2016 Q3	$488K	Hold	7,334	–	–	0.24%	49
2016 Q2	$456K	Sell	7,334 -15,090	-67%	-$938K	0.22%	50
2016 Q1	$1.33M	Buy	22,424 +15,390	+219%	+$911K	0.65%	37
2015 Q4	$464K	Sell	7,034 -468	-6%	-$30.9K	0.23%	47
2015 Q3	$457K	Hold	7,502	–	–	0.25%	47
2015 Q2	$508K	Buy	7,502 +250	+3%	+$16.9K	0.26%	46
2015 Q1	$439K	Buy	7,252 +250	+4%	+$15.1K	0.22%	50
2014 Q4	$438K	Hold	7,002	–	–	0.22%	50
2014 Q3	$422K	Hold	7,002	–	–	0.22%	49
2014 Q2	$403K	Hold	7,002	–	–	0.19%	50
2014 Q1	$425K	Hold	7,002	–	–	0.21%	49
2013 Q4	$409K	Hold	7,002	–	–	0.21%	48
2013 Q3	$362K	Hold	7,002	–	–	0.2%	48
2013 Q2	$370K	Buy	+7,002	New	+$370K	0.21%	47