Keating Investment Counselors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $737K | Buy |
|
|||||
|
2025
Q2 | $662K | Buy |
|
|||||
|
2025
Q1 | $536K | Sell |
|
|||||
|
2024
Q4 | $839K | Hold |
|
|||||
|
2024
Q3 | $738K | Hold |
|
|||||
|
2024
Q2 | $708K | Buy |
|
|||||
|
2024
Q1 | $586K | Sell |
|
|||||
|
2023
Q4 | $549K | Sell |
|
|||||
|
2023
Q3 | $486K | Sell |
|
|||||
|
2023
Q2 | $504K | Sell |
|
|||||
|
2023
Q1 | $808K | Hold |
|
|||||
|
2022
Q4 | $831K | Hold |
|
|||||
|
2022
Q3 | $648K | Hold |
|
|||||
|
2022
Q2 | $698K | Hold |
|
|||||
|
2022
Q1 | $845K | Hold |
|
|||||
|
2021
Q4 | $981K | Hold |
|
|||||
|
2021
Q3 | $1.01M | Sell |
|
|||||
|
2021
Q2 | $972K | Sell |
|
|||||
|
2021
Q1 | $1M | Sell |
|
|||||
|
2020
Q4 | $869K | Hold |
|
|||||
|
2020
Q3 | $658K | Hold |
|
|||||
|
2020
Q2 | $643K | Buy |
|
|||||
|
2020
Q1 | $611K | Hold |
|
|||||
|
2019
Q4 | $946K | Hold |
|
|||||
|
2019
Q3 | $798K | Hold |
|
|||||
|
2019
Q2 | $758K | Hold |
|
|||||
|
2019
Q1 | $687K | Hold |
|
|||||
|
2018
Q4 | $662K | Hold |
|
|||||
|
2018
Q3 | $766K | Hold |
|
|||||
|
2018
Q2 | $707K | Hold |
|
|||||
|
2018
Q1 | $746K | Hold |
|
|||||
|
2017
Q4 | $725K | Hold |
|
|||||
|
2017
Q3 | $648K | Sell |
|
|||||
|
2017
Q2 | $647K | Sell |
|
|||||
|
2017
Q1 | $644K | Hold |
|
|||||
|
2016
Q4 | $633K | Hold |
|
|||||
|
2016
Q3 | $488K | Hold |
|
|||||
|
2016
Q2 | $456K | Sell |
|
|||||
|
2016
Q1 | $1.33M | Buy |
|
|||||
|
2015
Q4 | $464K | Sell |
|
|||||
|
2015
Q3 | $457K | Hold |
|
|||||
|
2015
Q2 | $508K | Buy |
|
|||||
|
2015
Q1 | $439K | Buy |
|
|||||
|
2014
Q4 | $438K | Hold |
|
|||||
|
2014
Q3 | $422K | Hold |
|
|||||
|
2014
Q2 | $403K | Hold |
|
|||||
|
2014
Q1 | $425K | Hold |
|
|||||
|
2013
Q4 | $409K | Hold |
|
|||||
|
2013
Q3 | $362K | Hold |
|
|||||
|
2013
Q2 | $370K | Buy |
|