KLCM
KG&L Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
51,210
-1,366
| -3% | -$391K | 4.33% | 3 |
|
|
2025
Q1 | $12.8M | Buy |
52,576
+624
| +1% | +$152K | 4.14% | 3 |
|
|
2024
Q4 | $12.3M | Sell |
51,952
-528
| -1% | -$125K | 3.97% | 5 |
|
|
2024
Q3 | $11M | Buy |
52,480
+728
| +1% | +$152K | 3.55% | 5 |
|
|
2024
Q2 | $10.4M | Sell |
51,752
-771
| -1% | -$155K | 3.6% | 7 |
|
|
2024
Q1 | $10.5M | Sell |
52,523
-480
| -0.9% | -$95.6K | 4.15% | 2 |
|
|
2023
Q4 | $8.99M | Buy |
53,003
+380
| +0.7% | +$64.4K | 3.76% | 5 |
|
|
2023
Q3 | $7.63M | Buy |
52,623
+175
| +0.3% | +$25.4K | 3.68% | 7 |
|
|
2023
Q2 | $7.63M | Sell |
52,448
-316
| -0.6% | -$46K | 3.66% | 7 |
|
|
2023
Q1 | $6.88M | Buy |
52,764
+56
| +0.1% | +$7.3K | 3.61% | 6 |
|
|
2022
Q4 | $7.07M | Sell |
52,708
-2,844
| -5% | -$381K | 4.09% | 4 |
|
|
2022
Q3 | $5.81M | Buy |
55,552
+571
| +1% | +$59.7K | 3.28% | 5 |
|
|
2022
Q2 | $6.19M | Buy |
54,981
+182
| +0.3% | +$20.5K | 3.34% | 5 |
|
|
2022
Q1 | $7.47M | Buy |
54,799
+4,365
| +9% | +$595K | 3.11% | 5 |
|
|
2021
Q4 | $7.99M | Buy |
50,434
+2,100
| +4% | +$333K | 3.22% | 4 |
|
|
2021
Q3 | $7.91M | Buy |
48,334
+1,191
| +3% | +$195K | 3.47% | 4 |
|
|
2021
Q2 | $7.33M | Buy |
47,143
+2,578
| +6% | +$401K | 3.34% | 4 |
|
|
2021
Q1 | $6.78M | Sell |
44,565
-969
| -2% | -$148K | 3.38% | 4 |
|
|
2020
Q4 | $5.79M | Buy |
45,534
+1,981
| +5% | +$252K | 3.15% | 4 |
|
|
2020
Q3 | $4.19M | Buy |
43,553
+9,430
| +28% | +$908K | 2.62% | 6 |
|
|
2020
Q2 | $3.21M | Buy |
34,123
+2,995
| +10% | +$282K | 2.47% | 8 |
|
|
2020
Q1 | $2.8M | Buy |
31,128
+1,588
| +5% | +$143K | 2.79% | 5 |
|
|
2019
Q4 | $4.12M | Buy |
29,540
+302
| +1% | +$42.1K | 3.49% | 5 |
|
|
2019
Q3 | $3.44M | Buy |
29,238
+2,651
| +10% | +$312K | 3.12% | 6 |
|
|
2019
Q2 | $2.97M | Buy |
26,587
+786
| +3% | +$87.9K | 2.84% | 6 |
|
|
2019
Q1 | $2.61M | Sell |
25,801
-232
| -0.9% | -$23.5K | 2.63% | 7 |
|
|
2018
Q4 | $2.55M | Buy |
+26,033
| New | +$2.55M | 2.85% | 5 |
|