Kessler Investment Group’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 | – | Sell |
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|
2025
Q2 | $7.77K | Hold |
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|
2025
Q1 | $6.57K | Hold |
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|
2024
Q4 | $6.42K | Hold |
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|
2024
Q3 | $5.65K | Hold |
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|
2024
Q2 | $5.42K | Hold |
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|
2024
Q1 | $5.37K | Sell |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $4K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.74M | Sell |
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|
2018
Q3 | $3.18M | Buy |
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|
2018
Q2 | $2.74M | Buy |
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|
2018
Q1 | $2.88M | Sell |
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|
2017
Q4 | $2.92M | Sell |
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|
2017
Q3 | $2.69M | Sell |
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|
2017
Q2 | $3.76M | Sell |
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|
2017
Q1 | $3.7M | Sell |
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|
2016
Q4 | $3.68M | Buy |
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|
2016
Q3 | $2.72M | Buy |
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|
2016
Q2 | $2.26M | Buy |
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|
2016
Q1 | $2.02M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $272K | Buy |
|