Keel Point’s JPMorgan Chase JPM Stock Holding History

Keel Point’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.65M	Buy	19,478 +1,637	+9%	+$475K	0.37%	43
2025 Q1	$4.38M	Buy	17,841 +2,119	+13%	+$520K	0.34%	56
2024 Q4	$3.77M	Buy	15,722 +258	+2%	+$61.8K	0.3%	65
2024 Q3	$3.26M	Buy	15,464 +385	+3%	+$81.2K	0.27%	70
2024 Q2	$3.14M	Buy	15,079 +4,969	+49%	+$1.03M	0.28%	65
2024 Q1	$2.02M	Buy	10,110 +327	+3%	+$65.5K	0.21%	80
2023 Q4	$1.66M	Buy	9,783 +679	+7%	+$116K	0.2%	87
2023 Q3	$1.32M	Sell	9,104 -571	-6%	-$82.8K	0.18%	91
2023 Q2	$1.41M	Buy	9,675 +1,246	+15%	+$181K	0.19%	86
2023 Q1	$1.1M	Sell	8,429 -101	-1%	-$13.2K	0.16%	107
2022 Q4	$1.14M	Buy	8,530 +536	+7%	+$71.9K	0.18%	94
2022 Q3	$835K	Sell	7,994 -277	-3%	-$28.9K	0.14%	103
2022 Q2	$979K	Sell	8,271 -91	-1%	-$10.8K	0.15%	102
2022 Q1	$1.14M	Sell	8,362 -11	-0.1%	-$1.5K	0.17%	94
2021 Q4	$1.33M	Buy	8,373 +158	+2%	+$25K	0.15%	89
2021 Q3	$1.35M	Buy	8,215 +372	+5%	+$60.9K	0.17%	92
2021 Q2	$1.22M	Sell	7,843 -561	-7%	-$87.3K	0.14%	109
2021 Q1	$1.28M	Sell	8,404 -1,771	-17%	-$270K	0.12%	109
2020 Q4	$1.29M	Buy	10,175 +1,605	+19%	+$204K	0.12%	103
2020 Q3	$825K	Buy	8,570 +2,915	+52%	+$281K	0.07%	106
2020 Q2	$532K	Buy	5,655 +1,116	+25%	+$105K	0.06%	119
2020 Q1	$409K	Buy	4,539 +174	+4%	+$15.7K	0.05%	125
2019 Q4	$609K	Sell	4,365 -693	-14%	-$96.7K	0.07%	107
2019 Q3	$595K	Sell	5,058 -263	-5%	-$30.9K	0.07%	108
2019 Q2	$595K	Buy	5,321 +259	+5%	+$29K	0.07%	114
2019 Q1	$512K	Sell	5,062 -142	-3%	-$14.4K	0.06%	123
2018 Q4	$508K	Buy	5,204 +9	+0.2%	+$879	0.07%	123
2018 Q3	$586K	Buy	5,195 +1,398	+37%	+$158K	0.07%	90
2018 Q2	$396K	Buy	3,797 +155	+4%	+$16.2K	0.05%	106
2018 Q1	$400K	Buy	3,642 +62	+2%	+$6.81K	0.05%	107
2017 Q4	$383K	Sell	3,580 -99	-3%	-$10.6K	0.05%	117
2017 Q3	$351K	Buy	3,679 +230	+7%	+$21.9K	0.05%	122
2017 Q2	$315K	Buy	3,449 +84	+2%	+$7.67K	0.06%	118
2017 Q1	$296K	Buy	3,365 +36	+1%	+$3.17K	0.06%	124
2016 Q4	$287K	Buy	+3,329	New	+$287K	0.06%	121