KA
Keene & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,041
| Closed | -$615K | – | 79 |
|
|
2024
Q2 | $615K | Sell |
3,041
-105
| -3% | -$21.2K | 0.5% | 39 |
|
|
2024
Q1 | $630K | Sell |
3,146
-48
| -2% | -$9.61K | 0.47% | 43 |
|
|
2023
Q4 | $543K | Buy |
3,194
+245
| +8% | +$41.7K | 0.45% | 49 |
|
|
2023
Q3 | $428K | Buy |
2,949
+168
| +6% | +$24.4K | 0.34% | 52 |
|
|
2023
Q2 | $404K | Buy |
2,781
+70
| +3% | +$10.2K | 0.31% | 49 |
|
|
2023
Q1 | $353K | Sell |
2,711
-2
| -0.1% | -$261 | 0.27% | 53 |
|
|
2022
Q4 | $364K | Sell |
2,713
-579
| -18% | -$77.6K | 0.32% | 48 |
|
|
2022
Q3 | $344K | Sell |
3,292
-180
| -5% | -$18.8K | 0.32% | 45 |
|
|
2022
Q2 | $391K | Sell |
3,472
-1,566
| -31% | -$176K | 0.37% | 44 |
|
|
2022
Q1 | $687K | Buy |
5,038
+1,190
| +31% | +$162K | 0.56% | 39 |
|
|
2021
Q4 | $609K | Buy |
+3,848
| New | +$609K | 0.53% | 40 |
|