Keebeck Wealth Management’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 | $1.4M | Buy |
4,834
+649
| +16% | +$188K | 0.18% | 119 |
|
|
2025
Q1 | $1.03M | Buy |
4,185
+341
| +9% | +$83.7K | 0.15% | 127 |
|
|
2024
Q4 | $922K | Buy |
3,844
+227
| +6% | +$54.4K | 0.13% | 132 |
|
|
2024
Q3 | $763K | Sell |
3,617
-10,729
| -75% | -$2.26M | 0.11% | 142 |
|
|
2024
Q2 | $2.9M | Sell |
14,346
-6,001
| -29% | -$1.21M | 0.43% | 69 |
|
|
2024
Q1 | $4.08M | Hold |
20,347
| – | – | 0.6% | 44 |
|
|
2023
Q4 | $3.46M | Buy |
20,347
+160
| +0.8% | +$27.2K | 0.57% | 50 |
|
|
2023
Q3 | $2.93M | Buy |
20,187
+9
| +0% | +$1.31K | 0.51% | 60 |
|
|
2023
Q2 | $2.93M | Buy |
20,178
+177
| +0.9% | +$25.7K | 0.4% | 69 |
|
|
2023
Q1 | $2.61M | Buy |
20,001
+42
| +0.2% | +$5.47K | 0.42% | 61 |
|
|
2022
Q4 | $2.68M | Buy |
19,959
+202
| +1% | +$27.1K | 0.47% | 54 |
|
|
2022
Q3 | $2.07M | Sell |
19,757
-8,112
| -29% | -$848K | 0.4% | 59 |
|
|
2022
Q2 | $3.14M | Sell |
27,869
-1,659
| -6% | -$187K | 0.6% | 40 |
|
|
2022
Q1 | $4.03M | Sell |
29,528
-3,334
| -10% | -$454K | 0.67% | 34 |
|
|
2021
Q4 | $5.2M | Buy |
32,862
+1,364
| +4% | +$216K | 0.93% | 23 |
|
|
2021
Q3 | $5.16M | Buy |
31,498
+342
| +1% | +$56K | 1.02% | 23 |
|
|
2021
Q2 | $4.85M | Sell |
31,156
-2,817
| -8% | -$438K | 0.7% | 34 |
|
|
2021
Q1 | $5.17M | Buy |
33,973
+505
| +2% | +$76.9K | 0.8% | 32 |
|
|
2020
Q4 | $4.25M | Buy |
33,468
+417
| +1% | +$53K | 0.74% | 31 |
|
|
2020
Q3 | $3.18M | Buy |
33,051
+1,352
| +4% | +$130K | 0.66% | 36 |
|
|
2020
Q2 | $2.98M | Sell |
31,699
-561
| -2% | -$52.8K | 0.94% | 22 |
|
|
2020
Q1 | $2.9M | Buy |
32,260
+3,667
| +13% | +$330K | 1.21% | 18 |
|
|
2019
Q4 | $3.99M | Buy |
+28,593
| New | +$3.99M | 1.26% | 22 |
|