Kercheville Advisors’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 | $2.63M | Buy |
9,065
+7,015
| +342% | +$2.03M | 0.91% | 27 |
|
|
2025
Q1 | $503K | Buy |
2,050
+25
| +1% | +$6.13K | 0.21% | 61 |
|
|
2024
Q4 | $485K | Hold |
2,025
| – | – | 0.19% | 60 |
|
|
2024
Q3 | $427K | Sell |
2,025
-45
| -2% | -$9.49K | 0.18% | 60 |
|
|
2024
Q2 | $419K | Sell |
2,070
-300
| -13% | -$60.7K | 0.18% | 57 |
|
|
2024
Q1 | $475K | Buy |
+2,370
| New | +$475K | 0.22% | 50 |
|