Keel Point’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
Q2 | $5.65M | Buy |
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|
2025
Q1 | $4.38M | Buy |
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|
2024
Q4 | $3.77M | Buy |
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|
2024
Q3 | $3.26M | Buy |
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|
2024
Q2 | $3.14M | Buy |
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|
2024
Q1 | $2.02M | Buy |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $835K | Sell |
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|
2022
Q2 | $979K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.28M | Sell |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $825K | Buy |
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|
2020
Q2 | $532K | Buy |
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|
2020
Q1 | $409K | Buy |
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|
2019
Q4 | $609K | Sell |
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|
2019
Q3 | $595K | Sell |
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|
2019
Q2 | $595K | Buy |
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|
2019
Q1 | $512K | Sell |
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|
2018
Q4 | $508K | Buy |
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|
2018
Q3 | $586K | Buy |
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|
2018
Q2 | $396K | Buy |
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|
2018
Q1 | $400K | Buy |
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|
2017
Q4 | $383K | Sell |
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|
2017
Q3 | $351K | Buy |
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|
2017
Q2 | $315K | Buy |
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|
2017
Q1 | $296K | Buy |
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|
2016
Q4 | $287K | Buy |
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