KPWS
Kestra Private Wealth Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.8M | Buy |
309,708
+1,780
| +0.6% | +$516K | 1.29% | 6 |
|
|
2025
Q1 | $75.5M | Buy |
307,928
+3,458
| +1% | +$848K | 1.26% | 7 |
|
|
2024
Q4 | $73M | Buy |
304,470
+6,741
| +2% | +$1.62M | 1.24% | 8 |
|
|
2024
Q3 | $62.8M | Buy |
297,729
+15,721
| +6% | +$3.31M | 1.15% | 10 |
|
|
2024
Q2 | $57M | Buy |
282,008
+38,669
| +16% | +$7.82M | 1.14% | 10 |
|
|
2024
Q1 | $48.7M | Buy |
243,339
+1,865
| +0.8% | +$374K | 1.1% | 8 |
|
|
2023
Q4 | $41.1M | Buy |
241,474
+6,583
| +3% | +$1.12M | 1.05% | 9 |
|
|
2023
Q3 | $34.1M | Buy |
234,891
+32,681
| +16% | +$4.74M | 1.07% | 8 |
|
|
2023
Q2 | $29.4M | Buy |
202,210
+21,433
| +12% | +$3.12M | 1.01% | 9 |
|
|
2023
Q1 | $23.6M | Buy |
180,777
+25,028
| +16% | +$3.26M | 0.94% | 9 |
|
|
2022
Q4 | $20.9M | Sell |
155,749
-2,018
| -1% | -$271K | 1.06% | 5 |
|
|
2022
Q3 | $16.5M | Buy |
157,767
+27,838
| +21% | +$2.91M | 0.95% | 8 |
|
|
2022
Q2 | $14.6M | Buy |
129,929
+17,284
| +15% | +$1.95M | 0.83% | 11 |
|
|
2022
Q1 | $15.4M | Buy |
112,645
+1,118
| +1% | +$152K | 0.76% | 17 |
|
|
2021
Q4 | $17.7M | Buy |
111,527
+5,995
| +6% | +$949K | 0.85% | 12 |
|
|
2021
Q3 | $17.3M | Buy |
105,532
+926
| +0.9% | +$152K | 0.96% | 9 |
|
|
2021
Q2 | $16.3M | Buy |
104,606
+2,749
| +3% | +$428K | 0.99% | 8 |
|
|
2021
Q1 | $15.5M | Buy |
101,857
+2,952
| +3% | +$449K | 1.08% | 7 |
|
|
2020
Q4 | $12.4M | Sell |
98,905
-370
| -0.4% | -$46.4K | 0.91% | 10 |
|
|
2020
Q3 | $9.56M | Buy |
+99,275
| New | +$9.56M | 0.83% | 14 |
|