Kendall Capital Management’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 | $474K | Buy |
1,634
+73
| +5% | +$21.2K | 0.13% | 152 |
|
|
2025
Q1 | $383K | Hold |
1,561
| – | – | 0.11% | 161 |
|
|
2024
Q4 | $374K | Sell |
1,561
-35
| -2% | -$8.39K | 0.11% | 165 |
|
|
2024
Q3 | $337K | Hold |
1,596
| – | – | 0.1% | 177 |
|
|
2024
Q2 | $323K | Hold |
1,596
| – | – | 0.11% | 168 |
|
|
2024
Q1 | $320K | Hold |
1,596
| – | – | 0.11% | 169 |
|
|
2023
Q4 | $271K | Hold |
1,596
| – | – | 0.11% | 177 |
|
|
2023
Q3 | $231K | Hold |
1,596
| – | – | 0.1% | 177 |
|
|
2023
Q2 | $232K | Hold |
1,596
| – | – | 0.1% | 180 |
|
|
2023
Q1 | $208K | Sell |
1,596
-26
| -2% | -$3.39K | 0.1% | 178 |
|
|
2022
Q4 | $218K | Buy |
+1,622
| New | +$218K | 0.11% | 168 |
|
|
2022
Q1 | – | Sell |
-1,406
| Closed | -$223K | – | 164 |
|
|
2021
Q4 | $223K | Buy |
1,406
+100
| +8% | +$15.9K | 0.11% | 158 |
|
|
2021
Q3 | $214K | Buy |
+1,306
| New | +$214K | 0.12% | 148 |
|