Kennedy Investment Group’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 | $1.54M | Buy |
5,311
+29
| +0.5% | +$8.41K | 0.65% | 40 |
|
|
2025
Q1 | $1.3M | Buy |
5,282
+229
| +5% | +$56.2K | 0.6% | 43 |
|
|
2024
Q4 | $1.21M | Buy |
5,053
+48
| +1% | +$11.5K | 0.55% | 46 |
|
|
2024
Q3 | $1.06M | Buy |
5,005
+38
| +0.8% | +$8.01K | 0.49% | 54 |
|
|
2024
Q2 | $1M | Buy |
4,967
+183
| +4% | +$37K | 0.51% | 50 |
|
|
2024
Q1 | $958K | Buy |
4,784
+2
| +0% | +$401 | 0.51% | 53 |
|
|
2023
Q4 | $813K | Sell |
4,782
-403
| -8% | -$68.6K | 0.45% | 59 |
|
|
2023
Q3 | $752K | Sell |
5,185
-4
| -0.1% | -$580 | 0.45% | 61 |
|
|
2023
Q2 | $755K | Sell |
5,189
-487
| -9% | -$70.8K | 0.44% | 61 |
|
|
2023
Q1 | $740K | Buy |
5,676
+724
| +15% | +$94.4K | 0.45% | 60 |
|
|
2022
Q4 | $664K | Buy |
+4,952
| New | +$664K | 0.42% | 64 |
|