KFA
Kelleher Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
9,311
+2,566
| +38% | +$744K | 0.94% | 21 |
|
|
2025
Q1 | $1.65M | Sell |
6,745
-66
| -1% | -$16.2K | 0.66% | 24 |
|
|
2024
Q4 | $1.63M | Buy |
6,811
+171
| +3% | +$41K | 0.62% | 25 |
|
|
2024
Q3 | $1.4M | Buy |
6,640
+204
| +3% | +$43K | 0.53% | 24 |
|
|
2024
Q2 | $1.3M | Sell |
6,436
-71
| -1% | -$14.4K | 0.53% | 26 |
|
|
2024
Q1 | $1.3M | Sell |
6,507
-195
| -3% | -$39.1K | 0.54% | 26 |
|
|
2023
Q4 | $1.14M | Buy |
6,702
+6
| +0.1% | +$1.02K | 0.54% | 26 |
|
|
2023
Q3 | $971K | Sell |
6,696
-376
| -5% | -$54.5K | 0.5% | 30 |
|
|
2023
Q2 | $1.03M | Buy |
7,072
+6
| +0.1% | +$873 | 0.59% | 30 |
|
|
2023
Q1 | $921K | Buy |
7,066
+6
| +0.1% | +$782 | 0.61% | 29 |
|
|
2022
Q4 | $947K | Buy |
7,060
+6
| +0.1% | +$805 | 0.71% | 28 |
|
|
2022
Q3 | $737K | Sell |
7,054
-246
| -3% | -$25.7K | 0.53% | 37 |
|
|
2022
Q2 | $822K | Buy |
7,300
+432
| +6% | +$48.6K | 0.37% | 45 |
|
|
2022
Q1 | $935K | Buy |
6,868
+2
| +0% | +$272 | 0.52% | 38 |
|
|
2021
Q4 | $1.09M | Sell |
6,866
-876
| -11% | -$139K | 0.58% | 33 |
|
|
2021
Q3 | $1.27M | Buy |
7,742
+1,130
| +17% | +$185K | 0.56% | 38 |
|
|
2021
Q2 | $1.03M | Buy |
6,612
+37
| +0.6% | +$5.75K | 0.58% | 32 |
|
|
2021
Q1 | $1M | Buy |
6,575
+1
| +0% | +$152 | 0.64% | 33 |
|
|
2020
Q4 | $835K | Buy |
6,574
+1,093
| +20% | +$139K | 0.63% | 34 |
|
|
2020
Q3 | $527K | Buy |
5,481
+444
| +9% | +$42.7K | 0.44% | 52 |
|
|
2020
Q2 | $473K | Sell |
5,037
-494
| -9% | -$46.4K | 0.45% | 47 |
|
|
2020
Q1 | $497K | Buy |
5,531
+294
| +6% | +$26.4K | 0.59% | 36 |
|
|
2019
Q4 | $730K | Hold |
5,237
| – | – | 0.74% | 33 |
|
|
2019
Q3 | $616K | Hold |
5,237
| – | – | 0.75% | 29 |
|
|
2019
Q2 | $585K | Buy |
+5,237
| New | +$585K | 0.72% | 30 |
|
|
2018
Q4 | $511K | Hold |
5,237
| – | – | 0.82% | 31 |
|
|
2018
Q3 | $590K | Hold |
5,237
| – | – | 0.77% | 33 |
|
|
2018
Q2 | $545K | Hold |
5,237
| – | – | 0.78% | 36 |
|
|
2018
Q1 | $575K | Hold |
5,237
| – | – | 0.78% | 34 |
|
|
2017
Q4 | $560K | Sell |
5,237
-500
| -9% | -$53.5K | 0.88% | 34 |
|
|
2017
Q3 | $547K | Sell |
5,737
-435
| -7% | -$41.5K | 1.15% | 28 |
|
|
2017
Q2 | $564K | Buy |
6,172
+1,000
| +19% | +$91.4K | 1.09% | 25 |
|
|
2017
Q1 | $454K | Sell |
5,172
-1,225
| -19% | -$108K | 0.97% | 36 |
|
|
2016
Q4 | $552K | Buy |
6,397
+300
| +5% | +$25.9K | 0.31% | 72 |
|
|
2016
Q3 | $406K | Hold |
6,097
| – | – | 0.23% | 83 |
|
|
2016
Q2 | $378K | Sell |
6,097
-675
| -10% | -$41.8K | 0.23% | 84 |
|
|
2016
Q1 | $401K | Buy |
6,772
+515
| +8% | +$30.5K | 0.22% | 93 |
|
|
2015
Q4 | $413K | Sell |
6,257
-1,495
| -19% | -$98.7K | 0.28% | 75 |
|
|
2015
Q3 | $472K | Buy |
7,752
+2,141
| +38% | +$130K | 0.31% | 68 |
|
|
2015
Q2 | $380K | Hold |
5,611
| – | – | 0.22% | 78 |
|
|
2015
Q1 | $339K | Buy |
5,611
+210
| +4% | +$12.7K | 0.19% | 90 |
|
|
2014
Q4 | $337K | Buy |
5,401
+160
| +3% | +$9.98K | 0.18% | 79 |
|
|
2014
Q3 | $317K | Sell |
5,241
-200
| -4% | -$12.1K | 0.17% | 83 |
|
|
2014
Q2 | $314K | Hold |
5,441
| – | – | 0.16% | 86 |
|
|
2014
Q1 | $330K | Hold |
5,441
| – | – | 0.18% | 82 |
|
|
2013
Q4 | $318K | Sell |
5,441
-100
| -2% | -$5.85K | 0.16% | 81 |
|
|
2013
Q3 | $286K | Hold |
5,541
| – | – | 0.16% | 78 |
|
|
2013
Q2 | $293K | Buy |
+5,541
| New | +$293K | 0.18% | 74 |
|