Key Client Fiduciary Advisors’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
Q3 | $2.32M | Sell |
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|
2025
Q2 | $2.19M | Buy |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $778K | Buy |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $573K | Sell |
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|
2022
Q1 | $710K | Sell |
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|
2021
Q4 | $831K | Buy |
|