KAM
KEB Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Hold |
2,732
| – | – | 0.2% | 41 |
|
|
2025
Q1 | $670K | Sell |
2,732
-890
| -25% | -$218K | 0.19% | 42 |
|
|
2024
Q4 | $868K | Sell |
3,622
-1,600
| -31% | -$384K | 0.25% | 34 |
|
|
2024
Q3 | $1.1M | Buy |
5,222
+200
| +4% | +$42.2K | 0.33% | 28 |
|
|
2024
Q2 | $1.02M | Buy |
5,022
+1,494
| +42% | +$302K | 0.34% | 27 |
|
|
2024
Q1 | $707K | Hold |
3,528
| – | – | 0.24% | 34 |
|
|
2023
Q4 | $600K | Hold |
3,528
| – | – | 0.22% | 35 |
|
|
2023
Q3 | $512K | Buy |
3,528
+92
| +3% | +$13.3K | 0.21% | 34 |
|
|
2023
Q2 | $500K | Sell |
3,436
-36
| -1% | -$5.24K | 0.21% | 34 |
|
|
2023
Q1 | $452K | Buy |
3,472
+68
| +2% | +$8.86K | 0.2% | 34 |
|
|
2022
Q4 | $456K | Sell |
3,404
-81
| -2% | -$10.9K | 0.24% | 34 |
|
|
2022
Q3 | $364K | Buy |
3,485
+85
| +3% | +$8.88K | 0.23% | 34 |
|
|
2022
Q2 | $383K | Buy |
3,400
+123
| +4% | +$13.9K | 0.24% | 30 |
|
|
2022
Q1 | $447K | Sell |
3,277
-1,388
| -30% | -$189K | 0.3% | 23 |
|
|
2021
Q4 | $739K | Buy |
+4,665
| New | +$739K | 0.47% | 20 |
|