Keynote Financial Services’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 | $1.84M | Sell |
6,359
-75
| -1% | -$21.7K | 1.24% | 21 |
|
|
2025
Q1 | $1.58M | Hold |
6,434
| – | – | 1.13% | 22 |
|
|
2024
Q4 | $1.54M | Sell |
6,434
-100
| -2% | -$24K | 1.18% | 19 |
|
|
2024
Q3 | $1.38M | Hold |
6,534
| – | – | 1.05% | 25 |
|
|
2024
Q2 | $1.32M | Hold |
6,534
| – | – | 1.11% | 23 |
|
|
2024
Q1 | $1.31M | Buy |
+6,534
| New | +$1.31M | 1.1% | 26 |
|