Kesler Norman & Wride’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
$3.4M Sell
2025
Q2
$4.97M Buy
2025
Q1
$4.12M Buy
2024
Q4
$3.4M Buy
2024
Q3
$2.51M Sell
2024
Q2
$3.14M Buy
2024
Q1
$2.44M Buy
2023
Q4
$460K Buy