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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.12M | Sell |
17,412
-2,425
| -12% | -$736K | 0.34% | 45 |
|
|
2025
Q4 | $6.39M | Sell |
19,837
-16
| -0.1% | -$4.95K | 0.39% | 43 |
|
|
2025
Q3 | $6.26M | Buy |
19,853
+375
| +2% | +$112K | 0.39% | 42 |
|
|
2025
Q2 | $5.65M | Buy |
19,478
+1,637
| +9% | +$418K | 0.37% | 43 |
|
|
2025
Q1 | $4.38M | Buy |
17,841
+2,119
| +13% | +$540K | 0.34% | 56 |
|
|
2024
Q4 | $3.77M | Buy |
15,722
+258
| +2% | +$60.1K | 0.3% | 65 |
|
|
2024
Q3 | $3.26M | Buy |
15,464
+385
| +3% | +$81.1K | 0.27% | 70 |
|
|
2024
Q2 | $3.14M | Buy |
15,079
+4,969
| +49% | +$971K | 0.28% | 65 |
|
|
2024
Q1 | $2.02M | Buy |
10,110
+327
| +3% | +$59K | 0.21% | 80 |
|
|
2023
Q4 | $1.66M | Buy |
9,783
+679
| +7% | +$103K | 0.2% | 87 |
|
|
2023
Q3 | $1.32M | Sell |
9,104
-571
| -6% | -$85.6K | 0.18% | 91 |
|
|
2023
Q2 | $1.41M | Buy |
9,675
+1,246
| +15% | +$171K | 0.19% | 86 |
|
|
2023
Q1 | $1.1M | Sell |
8,429
-101
| -1% | -$13.8K | 0.16% | 107 |
|
|
2022
Q4 | $1.14M | Buy |
8,530
+536
| +7% | +$67.9K | 0.18% | 94 |
|
|
2022
Q3 | $835K | Sell |
7,994
-277
| -3% | -$31.8K | 0.14% | 103 |
|
|
2022
Q2 | $979K | Sell |
8,271
-91
| -1% | -$11.3K | 0.15% | 102 |
|
|
2022
Q1 | $1.14M | Sell |
8,362
-11
| -0.1% | -$1.62K | 0.17% | 95 |
|
|
2021
Q4 | $1.33M | Buy |
8,373
+158
| +2% | +$25.9K | 0.19% | 93 |
|
|
2021
Q3 | $1.34M | Buy |
8,215
+372
| +5% | +$58.3K | 0.19% | 95 |
|
|
2021
Q2 | $1.22M | Sell |
7,843
-561
| -7% | -$88.1K | 0.15% | 111 |
|
|
2021
Q1 | $1.28M | Sell |
8,404
-1,771
| -17% | -$255K | 0.14% | 113 |
|
|
2020
Q4 | $1.29M | Buy |
10,175
+1,605
| +19% | +$179K | 0.12% | 106 |
|
|
2020
Q3 | $825K | Buy |
8,570
+2,915
| +52% | +$286K | 0.08% | 109 |
|
|
2020
Q2 | $532K | Buy |
5,655
+1,116
| +25% | +$106K | 0.06% | 121 |
|
|
2020
Q1 | $409K | Buy |
4,539
+174
| +4% | +$21.1K | 0.05% | 126 |
|
|
2019
Q4 | $609K | Sell |
4,365
-693
| -14% | -$88.9K | 0.07% | 107 |
|
|
2019
Q3 | $595K | Sell |
5,058
-263
| -5% | -$29.7K | 0.07% | 108 |
|
|
2019
Q2 | $595K | Buy |
5,321
+259
| +5% | +$28.6K | 0.07% | 114 |
|
|
2019
Q1 | $512K | Sell |
5,062
-142
| -3% | -$14.6K | 0.06% | 124 |
|
|
2018
Q4 | $508K | Buy |
5,204
+9
| +0.2% | +$959 | 0.07% | 123 |
|
|
2018
Q3 | $586K | Buy |
5,195
+1,398
| +37% | +$159K | 0.07% | 90 |
|
|
2018
Q2 | $396K | Buy |
3,797
+155
| +4% | +$17K | 0.05% | 106 |
|
|
2018
Q1 | $400K | Buy |
3,642
+62
| +2% | +$7.02K | 0.05% | 107 |
|
|
2017
Q4 | $383K | Sell |
3,580
-99
| -3% | -$10K | 0.05% | 117 |
|
|
2017
Q3 | $351K | Buy |
3,679
+230
| +7% | +$21.2K | 0.05% | 122 |
|
|
2017
Q2 | $315K | Buy |
3,449
+84
| +2% | +$7.25K | 0.06% | 118 |
|
|
2017
Q1 | $296K | Buy |
3,365
+36
| +1% | +$3.18K | 0.06% | 124 |
|
|
2016
Q4 | $287K | Buy |
+3,329
| New | +$254K | 0.06% | 121 |
|
Other funds holding JPM
VCM
VPM
