Kelman-Lazarov Inc’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 | $364K | Buy |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $244K | Sell |
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|
2024
Q3 | $216K | Hold |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $247K | Hold |
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|
2019
Q2 | $234K | Hold |
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|
2019
Q1 | $212K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $79.8K | Sell |
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|
2016
Q3 | $66.3K | Buy |
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|
2016
Q2 | $56.7K | Hold |
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|
2016
Q1 | $55K | Buy |
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