Kingdom Financial Group’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 | $624K | Buy |
+2,154
| New | +$624K | 0.55% | 22 |
|
|
2025
Q1 | – | Sell |
-1,194
| Closed | -$286K | – | 49 |
|
|
2024
Q4 | $286K | Buy |
1,194
+6
| +0.5% | +$1.44K | 0.2% | 41 |
|
|
2024
Q3 | $250K | Sell |
1,188
-4
| -0.3% | -$843 | 0.19% | 42 |
|
|
2024
Q2 | $241K | Sell |
1,192
-17
| -1% | -$3.44K | 0.16% | 48 |
|
|
2024
Q1 | $242K | Sell |
1,209
-2,482
| -67% | -$497K | 0.17% | 51 |
|
|
2023
Q4 | $628K | Buy |
3,691
+1
| +0% | +$170 | 0.55% | 34 |
|
|
2023
Q3 | $535K | Buy |
3,690
+273
| +8% | +$39.6K | 0.5% | 37 |
|
|
2023
Q2 | $497K | Buy |
+3,417
| New | +$497K | 0.49% | 37 |
|