Kestra Advisory Services’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 | $139M | Sell |
479,817
-4,010
| -0.8% | -$1.16M | 0.68% | 20 |
|
|
2025
Q1 | $119M | Sell |
483,827
-41,147
| -8% | -$10.1M | 0.57% | 19 |
|
|
2024
Q4 | $126M | Sell |
524,974
-111,381
| -18% | -$26.7M | 0.69% | 20 |
|
|
2024
Q3 | $134M | Sell |
636,355
-41,886
| -6% | -$8.83M | 0.74% | 17 |
|
|
2024
Q2 | $137M | Buy |
678,241
+160,570
| +31% | +$32.5M | 0.77% | 14 |
|
|
2024
Q1 | $104M | Buy |
517,671
+33,858
| +7% | +$6.78M | 0.69% | 18 |
|
|
2023
Q4 | $82.3M | Buy |
483,813
+27,856
| +6% | +$4.74M | 0.67% | 19 |
|
|
2023
Q3 | $66.1M | Buy |
455,957
+5,775
| +1% | +$837K | 0.65% | 20 |
|
|
2023
Q2 | $65.5M | Buy |
450,182
+31,113
| +7% | +$4.53M | 0.66% | 19 |
|
|
2023
Q1 | $54.6M | Sell |
419,069
-105,017
| -20% | -$13.7M | 0.59% | 23 |
|
|
2022
Q4 | $70.3M | Buy |
524,086
+62,359
| +14% | +$8.36M | 0.62% | 19 |
|
|
2022
Q3 | $48.3M | Buy |
461,727
+29,728
| +7% | +$3.11M | 0.52% | 25 |
|
|
2022
Q2 | $48.6M | Buy |
431,999
+55,696
| +15% | +$6.27M | 0.5% | 31 |
|
|
2022
Q1 | $51.3M | Sell |
376,303
-10,393
| -3% | -$1.42M | 0.53% | 23 |
|
|
2021
Q4 | $61.2M | Sell |
386,696
-1,541
| -0.4% | -$244K | 0.62% | 16 |
|
|
2021
Q3 | $63.6M | Buy |
388,237
+15,277
| +4% | +$2.5M | 0.64% | 16 |
|
|
2021
Q2 | $58M | Buy |
372,960
+10,637
| +3% | +$1.65M | 0.66% | 13 |
|
|
2021
Q1 | $55.2M | Buy |
362,323
+12,229
| +3% | +$1.86M | 0.7% | 13 |
|
|
2020
Q4 | $43.9M | Buy |
350,094
+95,668
| +38% | +$12M | 0.51% | 31 |
|
|
2020
Q3 | $24.5M | Buy |
+254,426
| New | +$24.5M | 0.46% | 36 |
|