Key Financial Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.74M | Sell |
23,233
-20
| -0.1% | -$5.8K | 1.36% | 17 |
|
|
2025
Q1 | $5.7M | Buy |
23,253
+158
| +0.7% | +$38.8K | 1.24% | 21 |
|
|
2024
Q4 | $5.54M | Buy |
23,095
+61
| +0.3% | +$14.6K | 1.26% | 21 |
|
|
2024
Q3 | $4.86M | Buy |
23,034
+33
| +0.1% | +$6.96K | 1.07% | 22 |
|
|
2024
Q2 | $4.65M | Buy |
23,001
+249
| +1% | +$50.4K | 1.12% | 21 |
|
|
2024
Q1 | $4.56M | Buy |
22,752
+12
| +0.1% | +$2.4K | 1.16% | 21 |
|
|
2023
Q4 | $3.87M | Buy |
22,740
+3,740
| +20% | +$636K | 1.06% | 22 |
|
|
2023
Q3 | $2.76M | Buy |
19,000
+25
| +0.1% | +$3.63K | 0.93% | 21 |
|
|
2023
Q2 | $2.76M | Sell |
18,975
-19
| -0.1% | -$2.76K | 0.91% | 24 |
|
|
2023
Q1 | $2.48M | Sell |
18,994
-470
| -2% | -$61.2K | 0.9% | 23 |
|
|
2022
Q4 | $2.03M | Hold |
19,464
| – | – | 0.96% | 21 |
|
|
2022
Q3 | $2.03M | Buy |
19,464
+1,594
| +9% | +$167K | 0.96% | 21 |
|
|
2022
Q2 | $2.04M | Buy |
17,870
+1,562
| +10% | +$178K | 1.1% | 17 |
|
|
2022
Q1 | $2.22M | Sell |
16,308
-1,372
| -8% | -$187K | 1.1% | 15 |
|
|
2021
Q4 | $2.8M | Buy |
17,680
+129
| +0.7% | +$20.4K | 1.4% | 14 |
|
|
2021
Q3 | $2.87M | Sell |
17,551
-39
| -0.2% | -$6.38K | 1.63% | 13 |
|
|
2021
Q2 | $2.67M | Buy |
17,590
+400
| +2% | +$60.7K | 1.49% | 13 |
|
|
2021
Q1 | $2.62M | Buy |
17,190
+170
| +1% | +$25.9K | 1.73% | 12 |
|
|
2020
Q4 | $2.16M | Buy |
17,020
+66
| +0.4% | +$8.39K | 1.61% | 11 |
|
|
2020
Q3 | $1.63M | Buy |
16,954
+2
| +0% | +$193 | 1.67% | 14 |
|
|
2020
Q2 | $1.58M | Sell |
16,952
-146
| -0.9% | -$13.6K | 1.81% | 14 |
|
|
2020
Q1 | $1.6M | Sell |
17,098
-1,659
| -9% | -$155K | 1.64% | 11 |
|
|
2019
Q4 | $2.62M | Buy |
+18,757
| New | +$2.62M | 2.45% | 7 |
|