KIG
Kessler Investment Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77K | Hold |
26
| – | – | ﹤0.01% | 143 |
|
|
2025
Q1 | $6.57K | Hold |
26
| – | – | ﹤0.01% | 156 |
|
|
2024
Q4 | $6.42K | Hold |
26
| – | – | ﹤0.01% | 131 |
|
|
2024
Q3 | $5.65K | Hold |
26
| – | – | ﹤0.01% | 134 |
|
|
2024
Q2 | $5.42K | Hold |
26
| – | – | ﹤0.01% | 144 |
|
|
2024
Q1 | $5.37K | Sell |
26
-7,641
| -100% | -$1.58M | ﹤0.01% | 141 |
|
|
2023
Q4 | $1.3M | Buy |
7,667
+57
| +0.7% | +$9.7K | 0.8% | 29 |
|
|
2023
Q3 | $1.1M | Buy |
7,610
+382
| +5% | +$55.4K | 0.92% | 26 |
|
|
2023
Q2 | $1.05M | Sell |
7,228
-714
| -9% | -$104K | 0.74% | 27 |
|
|
2023
Q1 | $1.04M | Buy |
7,942
+7,916
| +30,446% | +$1.03M | 0.7% | 36 |
|
|
2022
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 130 |
|
|
2022
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 160 |
|
|
2022
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 151 |
|
|
2022
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 156 |
|
|
2021
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 157 |
|
|
2020
Q2 | – | Sell |
-16,344
| Closed | -$1.47M | – | 118 |
|
|
2020
Q1 | $1.47M | Buy |
+16,344
| New | +$1.47M | 1.93% | 18 |
|
|
2019
Q1 | – | Sell |
-28,107
| Closed | -$2.74M | – | 125 |
|
|
2018
Q4 | $2.74M | Sell |
28,107
-70
| -0.2% | -$6.83K | 3.55% | 10 |
|
|
2018
Q3 | $3.18M | Buy |
28,177
+1,908
| +7% | +$215K | 3.26% | 8 |
|
|
2018
Q2 | $2.74M | Buy |
26,269
+123
| +0.5% | +$12.8K | 3.28% | 6 |
|
|
2018
Q1 | $2.88M | Sell |
26,146
-1,167
| -4% | -$128K | 3.66% | 5 |
|
|
2017
Q4 | $2.92M | Sell |
27,313
-863
| -3% | -$92.3K | 3.66% | 5 |
|
|
2017
Q3 | $2.69M | Sell |
28,176
-12,973
| -32% | -$1.24M | 3.46% | 11 |
|
|
2017
Q2 | $3.76M | Sell |
41,149
-980
| -2% | -$89.6K | 4.74% | 5 |
|
|
2017
Q1 | $3.7M | Sell |
42,129
-534
| -1% | -$46.9K | 4.73% | 4 |
|
|
2016
Q4 | $3.68M | Buy |
42,663
+1,760
| +4% | +$152K | 4.42% | 4 |
|
|
2016
Q3 | $2.72M | Buy |
40,903
+4,578
| +13% | +$305K | 3.94% | 11 |
|
|
2016
Q2 | $2.26M | Buy |
36,325
+2,236
| +7% | +$139K | 3.23% | 15 |
|
|
2016
Q1 | $2.02M | Buy |
+34,089
| New | +$2.02M | 3.05% | 15 |
|
|
2013
Q4 | – | Sell |
-5,261
| Closed | -$272K | – | 154 |
|
|
2013
Q3 | $272K | Buy |
+5,261
| New | +$272K | 0.74% | 33 |
|