KLI
Kelman-Lazarov Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
1,257
+182
| +17% | +$52.8K | 0.06% | 90 |
|
|
2025
Q1 | $264K | Buy |
1,075
+57
| +6% | +$14K | 0.05% | 101 |
|
|
2024
Q4 | $244K | Sell |
1,018
-6
| -0.6% | -$1.44K | 0.04% | 97 |
|
|
2024
Q3 | $216K | Hold |
1,024
| – | – | 0.04% | 105 |
|
|
2024
Q2 | $207K | Sell |
1,024
-103
| -9% | -$20.8K | 0.04% | 103 |
|
|
2024
Q1 | $226K | Buy |
+1,127
| New | +$226K | 0.04% | 99 |
|
|
2020
Q1 | – | Sell |
-2,095
| Closed | -$292K | – | 83 |
|
|
2019
Q4 | $292K | Hold |
2,095
| – | – | 0.13% | 77 |
|
|
2019
Q3 | $247K | Hold |
2,095
| – | – | 0.12% | 85 |
|
|
2019
Q2 | $234K | Hold |
2,095
| – | – | 0.12% | 86 |
|
|
2019
Q1 | $212K | Buy |
+2,095
| New | +$212K | 0.11% | 89 |
|
|
2017
Q1 | – | Sell |
-925
| Closed | -$79.8K | – | 175 |
|
|
2016
Q4 | $79.8K | Sell |
925
-70
| -7% | -$6.04K | 0.05% | 147 |
|
|
2016
Q3 | $66.3K | Buy |
995
+70
| +8% | +$4.66K | 0.04% | 167 |
|
|
2016
Q2 | $56.7K | Hold |
925
| – | – | 0.03% | 168 |
|
|
2016
Q1 | $55K | Buy |
+925
| New | +$55K | 0.03% | 177 |
|