Kelly Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
2,248
+136
| +6% | +$39.4K | 0.19% | 48 |
|
|
2025
Q1 | $518K | Buy |
2,112
+169
| +9% | +$41.5K | 0.18% | 54 |
|
|
2024
Q4 | $466K | Buy |
1,943
+135
| +7% | +$32.4K | 0.17% | 64 |
|
|
2024
Q3 | $381K | Buy |
1,808
+242
| +15% | +$51K | 0.14% | 75 |
|
|
2024
Q2 | $317K | Buy |
1,566
+117
| +8% | +$23.7K | 0.11% | 80 |
|
|
2024
Q1 | $290K | Buy |
1,449
+6
| +0.4% | +$1.2K | 0.11% | 90 |
|
|
2023
Q4 | $245K | Buy |
1,443
+106
| +8% | +$18K | 0.1% | 88 |
|
|
2023
Q3 | $194K | Sell |
1,337
-10
| -0.7% | -$1.45K | 0.09% | 91 |
|
|
2023
Q2 | $196K | Buy |
1,347
+175
| +15% | +$25.5K | 0.09% | 87 |
|
|
2023
Q1 | $153K | Buy |
1,172
+81
| +7% | +$10.6K | 0.08% | 92 |
|
|
2022
Q4 | $146K | Buy |
1,091
+6
| +0.6% | +$805 | 0.08% | 98 |
|
|
2022
Q3 | $113K | Buy |
1,085
+6
| +0.6% | +$627 | 0.07% | 105 |
|
|
2022
Q2 | $121K | Buy |
1,079
+6
| +0.6% | +$676 | 0.06% | 102 |
|
|
2022
Q1 | $146K | Buy |
1,073
+5
| +0.5% | +$682 | 0.07% | 99 |
|
|
2021
Q4 | $169K | Buy |
1,068
+4
| +0.4% | +$633 | 0.08% | 89 |
|
|
2021
Q3 | $174K | Sell |
1,064
-184,318
| -99% | -$30.2M | 0.1% | 69 |
|
|
2021
Q2 | $1.19M | Buy |
185,382
+184,215
| +15,785% | +$1.18M | 0.05% | 104 |
|
|
2021
Q1 | $178K | Buy |
1,167
+13
| +1% | +$1.98K | 0.11% | 55 |
|
|
2020
Q4 | $147K | Sell |
1,154
-102
| -8% | -$13K | 0.1% | 52 |
|
|
2020
Q3 | $121K | Hold |
1,256
| – | – | 0.09% | 48 |
|
|
2020
Q2 | $118K | Buy |
1,256
+9
| +0.7% | +$846 | 0.09% | 47 |
|
|
2020
Q1 | $112K | Sell |
1,247
-117
| -9% | -$10.5K | 0.14% | 40 |
|
|
2019
Q4 | $190K | Buy |
1,364
+74
| +6% | +$10.3K | 0.15% | 28 |
|
|
2019
Q3 | $152K | Buy |
1,290
+32
| +3% | +$3.77K | 0.14% | 32 |
|
|
2019
Q2 | $141K | Buy |
1,258
+4
| +0.3% | +$447 | 0.13% | 34 |
|
|
2019
Q1 | $127K | Buy |
+1,254
| New | +$127K | 0.14% | 36 |
|