KWMG
King Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Sell |
79,918
-119
| -0.1% | -$34.5K | 3.14% | 9 |
|
|
2025
Q1 | $19.6M | Sell |
80,037
-165
| -0.2% | -$40.5K | 2.98% | 11 |
|
|
2024
Q4 | $19.2M | Buy |
80,202
+2,728
| +4% | +$654K | 2.8% | 11 |
|
|
2024
Q3 | $16.3M | Sell |
77,474
-1,110
| -1% | -$234K | 2.55% | 12 |
|
|
2024
Q2 | $15.9M | Buy |
78,584
+143
| +0.2% | +$28.9K | 2.65% | 11 |
|
|
2024
Q1 | $15.7M | Buy |
78,441
+1,107
| +1% | +$222K | 2.76% | 11 |
|
|
2023
Q4 | $13.2M | Sell |
77,334
-1,282
| -2% | -$218K | 2.54% | 12 |
|
|
2023
Q3 | $11.4M | Buy |
78,616
+530
| +0.7% | +$76.9K | 2.4% | 11 |
|
|
2023
Q2 | $11.4M | Buy |
78,086
+1,828
| +2% | +$266K | 2.3% | 11 |
|
|
2023
Q1 | $9.94M | Buy |
76,258
+1,897
| +3% | +$247K | 2.2% | 11 |
|
|
2022
Q4 | $9.97M | Sell |
74,361
-3,621
| -5% | -$486K | 2.38% | 11 |
|
|
2022
Q3 | $8.15M | Buy |
77,982
+560
| +0.7% | +$58.5K | 2.07% | 14 |
|
|
2022
Q2 | $8.72M | Buy |
77,422
+2,203
| +3% | +$248K | 2.09% | 14 |
|
|
2022
Q1 | $10.3M | Buy |
75,219
+1,406
| +2% | +$192K | 2.01% | 13 |
|
|
2021
Q4 | $11.7M | Buy |
73,813
+1,209
| +2% | +$191K | 2.17% | 14 |
|
|
2021
Q3 | $11.9M | Buy |
72,604
+1,047
| +1% | +$171K | 2.43% | 13 |
|
|
2021
Q2 | $11.1M | Buy |
71,557
+1,419
| +2% | +$221K | 2.28% | 14 |
|
|
2021
Q1 | $10.7M | Buy |
70,138
+1,074
| +2% | +$163K | 2.4% | 12 |
|
|
2020
Q4 | $8.78M | Buy |
69,064
+1,921
| +3% | +$244K | 2.06% | 16 |
|
|
2020
Q3 | $6.46M | Buy |
67,143
+419
| +0.6% | +$40.3K | 1.68% | 16 |
|
|
2020
Q2 | $6.28M | Buy |
66,724
+1,760
| +3% | +$166K | 1.84% | 15 |
|
|
2020
Q1 | $5.85M | Sell |
64,964
-1,528
| -2% | -$138K | 2.53% | 12 |
|
|
2019
Q4 | $9.27M | Buy |
66,492
+711
| +1% | +$99.1K | 2.45% | 13 |
|
|
2019
Q3 | $7.74M | Buy |
65,781
+3,032
| +5% | +$357K | 2.22% | 13 |
|
|
2019
Q2 | $7.02M | Buy |
62,749
+852
| +1% | +$95.2K | 2.1% | 13 |
|
|
2019
Q1 | $6.27M | Buy |
61,897
+2,505
| +4% | +$254K | 1.96% | 14 |
|
|
2018
Q4 | $5.8M | Buy |
59,392
+19
| +0% | +$1.86K | 2.1% | 13 |
|
|
2018
Q3 | $6.7M | Buy |
59,373
+183
| +0.3% | +$20.7K | 2.1% | 12 |
|
|
2018
Q2 | $6.17M | Buy |
59,190
+1,017
| +2% | +$106K | 2.11% | 12 |
|
|
2018
Q1 | $6.4M | Buy |
58,173
+303
| +0.5% | +$33.3K | 2.27% | 9 |
|
|
2017
Q4 | $6.19M | Sell |
57,870
-42
| -0.1% | -$4.49K | 2.19% | 11 |
|
|
2017
Q3 | $5.53M | Buy |
57,912
+1,699
| +3% | +$162K | 2.06% | 11 |
|
|
2017
Q2 | $5.14M | Sell |
56,213
-245
| -0.4% | -$22.4K | 2.04% | 12 |
|
|
2017
Q1 | $4.96M | Sell |
56,458
-663
| -1% | -$58.2K | 2.07% | 12 |
|
|
2016
Q4 | $4.93M | Buy |
57,121
+35,744
| +167% | +$3.08M | 2.21% | 11 |
|
|
2016
Q3 | $1.42M | Buy |
21,377
+4,215
| +25% | +$281K | 0.71% | 31 |
|
|
2016
Q2 | $1.07M | Buy |
17,162
+2,348
| +16% | +$146K | 0.57% | 36 |
|
|
2016
Q1 | $877K | Sell |
14,814
-100
| -0.7% | -$5.92K | 0.47% | 45 |
|
|
2015
Q4 | $985K | Buy |
14,914
+2,622
| +21% | +$173K | 0.54% | 41 |
|
|
2015
Q3 | $749K | Buy |
12,292
+6,247
| +103% | +$381K | 0.46% | 44 |
|
|
2015
Q2 | $410K | Sell |
6,045
-78
| -1% | -$5.29K | 0.22% | 66 |
|
|
2015
Q1 | $370K | Sell |
6,123
-1,567
| -20% | -$94.7K | 0.21% | 59 |
|
|
2014
Q4 | $481K | Buy |
7,690
+1,540
| +25% | +$96.3K | 0.26% | 62 |
|
|
2014
Q3 | $370K | Buy |
6,150
+26
| +0.4% | +$1.56K | 0.23% | 67 |
|
|
2014
Q2 | $352K | Buy |
6,124
+1,410
| +30% | +$81K | 0.22% | 70 |
|
|
2014
Q1 | $286K | Buy |
4,714
+164
| +4% | +$9.96K | 0.2% | 75 |
|
|
2013
Q4 | $266K | Buy |
4,550
+96
| +2% | +$5.61K | 0.15% | 102 |
|
|
2013
Q3 | $230K | Buy |
4,454
+300
| +7% | +$15.5K | 0.15% | 99 |
|
|
2013
Q2 | $219K | Buy |
+4,154
| New | +$219K | 0.15% | 96 |
|