KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
1,992
+10
| +0.5% | +$2.9K | 0.23% | 47 |
|
|
2025
Q1 | $481K | Buy |
1,982
+1
| +0.1% | +$243 | 0.22% | 42 |
|
|
2024
Q4 | $475K | Buy |
1,981
+97
| +5% | +$23.2K | 0.22% | 46 |
|
|
2024
Q3 | $397K | Buy |
1,884
+10
| +0.5% | +$2.11K | 0.19% | 47 |
|
|
2024
Q2 | $379K | Buy |
1,874
+1
| +0.1% | +$202 | 0.21% | 45 |
|
|
2024
Q1 | $375K | Buy |
1,873
+669
| +56% | +$134K | 0.23% | 44 |
|
|
2023
Q4 | $205K | Buy |
+1,204
| New | +$205K | 0.15% | 53 |
|
|
2021
Q4 | $284K | Buy |
+1,796
| New | +$284K | 0.26% | 41 |
|