KPWG
KFA Private Wealth Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
3,098
+253
| +9% | +$73.4K | 0.28% | 45 |
|
|
2025
Q1 | $698K | Buy |
2,845
+737
| +35% | +$181K | 0.24% | 50 |
|
|
2024
Q4 | $505K | Buy |
2,108
+147
| +7% | +$35.2K | 0.21% | 45 |
|
|
2024
Q3 | $413K | Sell |
1,961
-48
| -2% | -$10.1K | 0.2% | 49 |
|
|
2024
Q2 | $406K | Sell |
2,009
-475
| -19% | -$96.1K | 0.21% | 51 |
|
|
2024
Q1 | $498K | Buy |
2,484
+50
| +2% | +$10K | 0.15% | 62 |
|
|
2023
Q4 | $414K | Buy |
2,434
+534
| +28% | +$90.8K | 0.15% | 59 |
|
|
2023
Q3 | $276K | Buy |
1,900
+100
| +6% | +$14.5K | 0.11% | 69 |
|
|
2023
Q2 | $262K | Sell |
1,800
-25
| -1% | -$3.64K | 0.11% | 69 |
|
|
2023
Q1 | $238K | Buy |
1,825
+7
| +0.4% | +$912 | 0.11% | 73 |
|
|
2022
Q4 | $244K | Buy |
+1,818
| New | +$244K | 0.12% | 60 |
|
|
2022
Q3 | – | Sell |
-1,803
| Closed | -$203K | – | 66 |
|
|
2022
Q2 | $203K | Sell |
1,803
-60
| -3% | -$6.76K | 0.11% | 66 |
|
|
2022
Q1 | $254K | Buy |
1,863
+227
| +14% | +$30.9K | 0.13% | 65 |
|
|
2021
Q4 | $259K | Sell |
1,636
-46
| -3% | -$7.28K | 0.13% | 64 |
|
|
2021
Q3 | $275K | Sell |
1,682
-209
| -11% | -$34.2K | 0.15% | 60 |
|
|
2021
Q2 | $294K | Buy |
1,891
+142
| +8% | +$22.1K | 0.16% | 55 |
|
|
2021
Q1 | $266K | Buy |
+1,749
| New | +$266K | 0.16% | 64 |
|
|
2020
Q1 | – | Sell |
-1,452
| Closed | -$202K | – | 55 |
|
|
2019
Q4 | $202K | Buy |
+1,452
| New | +$202K | 0.19% | 51 |
|