Kennedy 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 | $7.92M | Sell |
27,330
-4,688
| -15% | -$1.36M | 0.19% | 199 |
|
|
2025
Q1 | $7.85M | Sell |
32,018
-3,447
| -10% | -$846K | 0.19% | 187 |
|
|
2024
Q4 | $8.5M | Sell |
35,465
-1,854
| -5% | -$444K | 0.19% | 170 |
|
|
2024
Q3 | $7.87M | Buy |
37,319
+35,965
| +2,656% | +$7.58M | 0.17% | 204 |
|
|
2024
Q2 | $274K | Hold |
1,354
| – | – | 0.01% | 667 |
|
|
2024
Q1 | $271K | Buy |
1,354
+4
| +0.3% | +$801 | 0.01% | 685 |
|
|
2023
Q4 | $230K | Buy |
+1,350
| New | +$230K | 0.01% | 669 |
|