Kingfisher Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.3M | Buy |
6,161
+156
| +3% | +$32.9K | 0.3% | 85 |
|
|
2024
Q2 | $1.21M | Buy |
6,005
+29
| +0.5% | +$5.86K | 0.28% | 86 |
|
|
2024
Q1 | $1.2M | Buy |
5,976
+40
| +0.7% | +$8.01K | 0.29% | 85 |
|
|
2023
Q4 | $1.01M | Buy |
5,936
+36
| +0.6% | +$6.13K | 0.26% | 90 |
|
|
2023
Q3 | $856K | Buy |
5,900
+29
| +0.5% | +$4.21K | 0.23% | 96 |
|
|
2023
Q2 | $854K | Buy |
5,871
+416
| +8% | +$60.5K | 0.22% | 96 |
|
|
2023
Q1 | $711K | Buy |
5,455
+33
| +0.6% | +$4.3K | 0.19% | 106 |
|
|
2022
Q4 | $727K | Sell |
5,422
-179
| -3% | -$24K | 0.19% | 109 |
|
|
2022
Q3 | $585K | Buy |
+5,601
| New | +$585K | 0.16% | 119 |
|
|
2022
Q2 | – | Sell |
-2,023
| Closed | -$276K | – | 177 |
|
|
2022
Q1 | $276K | Buy |
2,023
+203
| +11% | +$27.7K | 0.07% | 159 |
|
|
2021
Q4 | $288K | Buy |
1,820
+2
| +0.1% | +$316 | 0.07% | 163 |
|
|
2021
Q3 | $297K | Buy |
1,818
+202
| +13% | +$33K | 0.08% | 155 |
|
|
2021
Q2 | $251K | Buy |
1,616
+4
| +0.2% | +$621 | 0.06% | 165 |
|
|
2021
Q1 | $245K | Buy |
+1,612
| New | +$245K | 0.07% | 170 |
|
|
2018
Q3 | – | Sell |
-2,676
| Closed | -$279K | – | 142 |
|
|
2018
Q2 | $279K | Buy |
+2,676
| New | +$279K | 0.18% | 114 |
|
|
2016
Q2 | – | Sell |
-21,917
| Closed | -$1.3M | – | 127 |
|
|
2016
Q1 | $1.3M | Sell |
21,917
-57
| -0.3% | -$3.38K | 0.81% | 59 |
|
|
2015
Q4 | $1.45M | Buy |
21,974
+992
| +5% | +$65.5K | 0.86% | 47 |
|
|
2015
Q3 | $1.28M | Buy |
20,982
+65
| +0.3% | +$3.96K | 0.81% | 54 |
|
|
2015
Q2 | $1.42M | Sell |
20,917
-1,044
| -5% | -$70.7K | 0.82% | 54 |
|
|
2015
Q1 | $1.33M | Buy |
21,961
+182
| +0.8% | +$11K | 0.69% | 67 |
|
|
2014
Q4 | $1.36M | Buy |
21,779
+663
| +3% | +$41.5K | 0.7% | 70 |
|
|
2014
Q3 | $1.27M | Sell |
21,116
-135
| -0.6% | -$8.13K | 0.68% | 68 |
|
|
2014
Q2 | $1.22M | Sell |
21,251
-1,974
| -8% | -$114K | 0.64% | 74 |
|
|
2014
Q1 | $1.41M | Sell |
23,225
-74
| -0.3% | -$4.49K | 0.74% | 55 |
|
|
2013
Q4 | $1.36M | Buy |
23,299
+343
| +1% | +$20.1K | 0.73% | 56 |
|
|
2013
Q3 | $1.19M | Sell |
22,956
-760
| -3% | -$39.3K | 0.61% | 69 |
|
|
2013
Q2 | $1.25M | Buy |
+23,716
| New | +$1.25M | 0.69% | 61 |
|