KFG Wealth Management’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 | $975K | Buy |
3,364
+237
| +8% | +$68.7K | 0.16% | 73 |
|
|
2025
Q1 | $767K | Buy |
3,127
+38
| +1% | +$9.32K | 0.14% | 81 |
|
|
2024
Q4 | $741K | Buy |
3,089
+287
| +10% | +$68.8K | 0.14% | 83 |
|
|
2024
Q3 | $591K | Buy |
2,802
+1,208
| +76% | +$255K | 0.13% | 96 |
|
|
2024
Q2 | $322K | Hold |
1,594
| – | – | 0.13% | 119 |
|
|
2024
Q1 | $319K | Buy |
1,594
+56
| +4% | +$11.2K | 0.13% | 115 |
|
|
2023
Q4 | $262K | Sell |
1,538
-93
| -6% | -$15.8K | 0.12% | 114 |
|
|
2023
Q3 | $237K | Buy |
1,631
+93
| +6% | +$13.5K | 0.13% | 115 |
|
|
2023
Q2 | $224K | Buy |
+1,538
| New | +$224K | 0.13% | 112 |
|
|
2023
Q1 | – | Sell |
-1,538
| Closed | -$206K | – | 97 |
|
|
2022
Q4 | $206K | Buy |
+1,538
| New | +$206K | 0.21% | 72 |
|