KCFA
Key Client Fiduciary Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
7,550
+81
| +1% | +$23.5K | 0.89% | 25 |
|
|
2025
Q1 | $1.83M | Buy |
7,469
+168
| +2% | +$41.2K | 0.83% | 28 |
|
|
2024
Q4 | $1.75M | Sell |
7,301
-39
| -0.5% | -$9.35K | 0.77% | 30 |
|
|
2024
Q3 | $1.55M | Buy |
7,340
+264
| +4% | +$55.7K | 0.69% | 31 |
|
|
2024
Q2 | $1.43M | Sell |
7,076
-175
| -2% | -$35.4K | 0.71% | 32 |
|
|
2024
Q1 | $1.45M | Sell |
7,251
-1,200
| -14% | -$240K | 0.77% | 30 |
|
|
2023
Q4 | $1.44M | Sell |
8,451
-223
| -3% | -$37.9K | 0.83% | 26 |
|
|
2023
Q3 | $1.26M | Buy |
8,674
+73
| +0.8% | +$10.6K | 0.77% | 34 |
|
|
2023
Q2 | $1.25M | Buy |
8,601
+2,750
| +47% | +$400K | 0.73% | 34 |
|
|
2023
Q1 | $762K | Buy |
5,851
+53
| +0.9% | +$6.91K | 0.48% | 49 |
|
|
2022
Q4 | $778K | Buy |
5,798
+453
| +8% | +$60.7K | 0.53% | 42 |
|
|
2022
Q3 | $559K | Buy |
5,345
+254
| +5% | +$26.6K | 0.51% | 40 |
|
|
2022
Q2 | $573K | Sell |
5,091
-119
| -2% | -$13.4K | 0.56% | 40 |
|
|
2022
Q1 | $710K | Sell |
5,210
-35
| -0.7% | -$4.77K | 0.56% | 42 |
|
|
2021
Q4 | $831K | Buy |
+5,245
| New | +$831K | 0.69% | 38 |
|