Kesler Norman & Wride’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 | $4.97M | Buy |
17,139
+357
| +2% | +$103K | 0.88% | 42 |
|
|
2025
Q1 | $4.12M | Buy |
16,782
+2,598
| +18% | +$637K | 0.78% | 46 |
|
|
2024
Q4 | $3.4M | Buy |
14,184
+2,270
| +19% | +$544K | 0.73% | 44 |
|
|
2024
Q3 | $2.51M | Sell |
11,914
-3,597
| -23% | -$758K | 0.49% | 55 |
|
|
2024
Q2 | $3.14M | Buy |
15,511
+3,346
| +28% | +$677K | 0.67% | 51 |
|
|
2024
Q1 | $2.44M | Buy |
12,165
+9,463
| +350% | +$1.9M | 0.52% | 64 |
|
|
2023
Q4 | $460K | Buy |
+2,702
| New | +$460K | 0.11% | 129 |
|