Kennedy Capital Management’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
Q3
$296K Sell
2025
Q2
$7.92M Sell
2025
Q1
$7.85M Sell
2024
Q4
$8.5M Sell
2024
Q3
$7.87M Buy
2024
Q2
$274K Hold
2024
Q1
$271K Buy
2023
Q4
$230K Buy