Kestra Private Wealth Services’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
Q2 | $89.8M | Buy |
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|
2025
Q1 | $75.5M | Buy |
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|
2024
Q4 | $73M | Buy |
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|
2024
Q3 | $62.8M | Buy |
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|
2024
Q2 | $57M | Buy |
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|
2024
Q1 | $48.7M | Buy |
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|
2023
Q4 | $41.1M | Buy |
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|
2023
Q3 | $34.1M | Buy |
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|
2023
Q2 | $29.4M | Buy |
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|
2023
Q1 | $23.6M | Buy |
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|
2022
Q4 | $20.9M | Sell |
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|
2022
Q3 | $16.5M | Buy |
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|
2022
Q2 | $14.6M | Buy |
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|
2022
Q1 | $15.4M | Buy |
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|
2021
Q4 | $17.7M | Buy |
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|
2021
Q3 | $17.3M | Buy |
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|
2021
Q2 | $16.3M | Buy |
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|
2021
Q1 | $15.5M | Buy |
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|
2020
Q4 | $12.4M | Sell |
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|
2020
Q3 | $9.56M | Buy |
|