Kelleher Financial Advisors’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 | $2.7M | Buy |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $971K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $921K | Buy |
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|
2022
Q4 | $947K | Buy |
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|
2022
Q3 | $737K | Sell |
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|
2022
Q2 | $822K | Buy |
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|
2022
Q1 | $935K | Buy |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $835K | Buy |
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|
2020
Q3 | $527K | Buy |
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|
2020
Q2 | $473K | Sell |
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|
2020
Q1 | $497K | Buy |
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|
2019
Q4 | $730K | Hold |
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|
2019
Q3 | $616K | Hold |
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|
2019
Q2 | $585K | Buy |
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|
2018
Q4 | $511K | Hold |
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|
2018
Q3 | $590K | Hold |
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|
2018
Q2 | $545K | Hold |
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|
2018
Q1 | $575K | Hold |
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|
2017
Q4 | $560K | Sell |
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|
2017
Q3 | $547K | Sell |
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|
2017
Q2 | $564K | Buy |
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|
2017
Q1 | $454K | Sell |
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|
2016
Q4 | $552K | Buy |
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|
2016
Q3 | $406K | Hold |
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|
2016
Q2 | $378K | Sell |
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|
2016
Q1 | $401K | Buy |
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|
2015
Q4 | $413K | Sell |
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|
2015
Q3 | $472K | Buy |
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|
2015
Q2 | $380K | Hold |
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|
2015
Q1 | $339K | Buy |
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|
2014
Q4 | $337K | Buy |
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|
2014
Q3 | $317K | Sell |
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|
2014
Q2 | $314K | Hold |
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|
2014
Q1 | $330K | Hold |
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|
2013
Q4 | $318K | Sell |
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|
2013
Q3 | $286K | Hold |
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|
2013
Q2 | $293K | Buy |
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