KMWM
Keudell/Morrison Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
9,484
-941
| -9% | -$273K | 0.61% | 31 |
|
|
2025
Q1 | $2.56M | Sell |
10,425
-164
| -2% | -$40.2K | 0.6% | 29 |
|
|
2024
Q4 | $2.54M | Sell |
10,589
-56
| -0.5% | -$13.4K | 0.66% | 29 |
|
|
2024
Q3 | $2.24M | Sell |
10,645
-60
| -0.6% | -$12.7K | 0.61% | 35 |
|
|
2024
Q2 | $2.17M | Sell |
10,705
-365
| -3% | -$73.8K | 0.63% | 34 |
|
|
2024
Q1 | $2.22M | Sell |
11,070
-129
| -1% | -$25.8K | 0.67% | 31 |
|
|
2023
Q4 | $1.9M | Sell |
11,199
-726
| -6% | -$123K | 0.63% | 30 |
|
|
2023
Q3 | $1.73M | Buy |
11,925
+89
| +0.8% | +$12.9K | 0.53% | 34 |
|
|
2023
Q2 | $1.72M | Sell |
11,836
-51
| -0.4% | -$7.42K | 0.5% | 34 |
|
|
2023
Q1 | $1.55M | Sell |
11,887
-2,116
| -15% | -$276K | 0.46% | 36 |
|
|
2022
Q4 | $1.88M | Buy |
14,003
+570
| +4% | +$76.4K | 0.6% | 27 |
|
|
2022
Q3 | $1.4M | Buy |
13,433
+941
| +8% | +$98.4K | 0.53% | 35 |
|
|
2022
Q2 | $1.41M | Buy |
12,492
+319
| +3% | +$35.9K | 0.51% | 40 |
|
|
2022
Q1 | $1.66M | Buy |
12,173
+603
| +5% | +$82.2K | 0.69% | 33 |
|
|
2021
Q4 | $1.83M | Sell |
11,570
-683
| -6% | -$108K | 0.72% | 30 |
|
|
2021
Q3 | $2.01M | Buy |
12,253
+270
| +2% | +$44.2K | 0.86% | 24 |
|
|
2021
Q2 | $1.86M | Buy |
11,983
+116
| +1% | +$18K | 1.02% | 24 |
|
|
2021
Q1 | $1.81M | Sell |
11,867
-1,299
| -10% | -$198K | 1.05% | 24 |
|
|
2020
Q4 | $1.67M | Buy |
13,166
+739
| +6% | +$93.9K | 1.06% | 22 |
|
|
2020
Q3 | $1.2M | Buy |
12,427
+947
| +8% | +$91.1K | 0.77% | 33 |
|
|
2020
Q2 | $1.08M | Buy |
11,480
+1,146
| +11% | +$108K | 0.89% | 33 |
|
|
2020
Q1 | $930K | Buy |
10,334
+238
| +2% | +$21.4K | 0.91% | 35 |
|
|
2019
Q4 | $1.41M | Sell |
10,096
-54
| -0.5% | -$7.53K | 0.97% | 27 |
|
|
2019
Q3 | $1.2M | Sell |
10,150
-240
| -2% | -$28.3K | 0.99% | 32 |
|
|
2019
Q2 | $1.12M | Sell |
10,390
-15
| -0.1% | -$1.62K | 0.98% | 35 |
|
|
2019
Q1 | $1.05M | Buy |
+10,405
| New | +$1.05M | 0.93% | 38 |
|