KWM
Kingsview Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3M | Buy |
125,058
+885
| +0.7% | +$257K | 0.61% | 34 |
|
|
2025
Q1 | $30.5M | Buy |
124,173
+1,795
| +1% | +$440K | 0.57% | 32 |
|
|
2024
Q4 | $29.3M | Buy |
122,378
+4,283
| +4% | +$1.03M | 0.57% | 32 |
|
|
2024
Q3 | $24.9M | Buy |
118,095
+2,839
| +2% | +$599K | 0.52% | 39 |
|
|
2024
Q2 | $23.3M | Buy |
115,256
+4,384
| +4% | +$887K | 0.55% | 32 |
|
|
2024
Q1 | $22.2M | Buy |
110,872
+5,281
| +5% | +$1.06M | 0.56% | 34 |
|
|
2023
Q4 | $18M | Sell |
105,591
-2,513
| -2% | -$427K | 0.54% | 39 |
|
|
2023
Q3 | $15.7M | Buy |
108,104
+4,273
| +4% | +$620K | 0.56% | 32 |
|
|
2023
Q2 | $15.1M | Sell |
103,831
-1,149
| -1% | -$167K | 0.59% | 28 |
|
|
2023
Q1 | $13.7M | Sell |
104,980
-810
| -0.8% | -$106K | 0.57% | 33 |
|
|
2022
Q4 | $14.2M | Buy |
105,790
+3,237
| +3% | +$434K | 0.62% | 31 |
|
|
2022
Q3 | $10.7M | Sell |
102,553
-12,349
| -11% | -$1.29M | 0.51% | 39 |
|
|
2022
Q2 | $12.9M | Buy |
114,902
+10,479
| +10% | +$1.18M | 0.62% | 27 |
|
|
2022
Q1 | $14.2M | Sell |
104,423
-68,033
| -39% | -$9.27M | 0.63% | 25 |
|
|
2021
Q4 | $27.3M | Buy |
172,456
+5,110
| +3% | +$809K | 1.14% | 12 |
|
|
2021
Q3 | $27.4M | Buy |
167,346
+8,083
| +5% | +$1.32M | 1.3% | 10 |
|
|
2021
Q2 | $25M | Buy |
159,263
+13,958
| +10% | +$2.19M | 1.24% | 8 |
|
|
2021
Q1 | $22.3M | Buy |
145,305
+3,606
| +3% | +$554K | 1.27% | 8 |
|
|
2020
Q4 | $18M | Buy |
141,699
+15,893
| +13% | +$2.02M | 1.3% | 6 |
|
|
2020
Q3 | $12.1M | Buy |
125,806
+24,141
| +24% | +$2.32M | 1.08% | 10 |
|
|
2020
Q2 | $9.56M | Sell |
101,665
-1,007
| -1% | -$94.7K | 0.96% | 11 |
|
|
2020
Q1 | $9.24M | Buy |
102,672
+15,618
| +18% | +$1.41M | 1.25% | 8 |
|
|
2019
Q4 | $12.1M | Buy |
87,054
+7,468
| +9% | +$1.04M | 1.52% | 6 |
|
|
2019
Q3 | $9.37M | Buy |
79,586
+1,439
| +2% | +$169K | 1.47% | 6 |
|
|
2019
Q2 | $8.74M | Sell |
78,147
-1,110
| -1% | -$124K | 1.47% | 7 |
|
|
2019
Q1 | $8.02M | Buy |
79,257
+13,563
| +21% | +$1.37M | 1.22% | 10 |
|
|
2018
Q4 | $6.41M | Buy |
65,694
+1,131
| +2% | +$110K | 1.4% | 7 |
|
|
2018
Q3 | $7.29M | Sell |
64,563
-916
| -1% | -$103K | 1.48% | 7 |
|
|
2018
Q2 | $6.82M | Sell |
65,479
-520
| -0.8% | -$54.2K | 1.63% | 5 |
|
|
2018
Q1 | $7.26M | Buy |
65,999
+40,051
| +154% | +$4.4M | 1.8% | 5 |
|
|
2017
Q4 | $2.78M | Buy |
25,948
+318
| +1% | +$34K | 0.99% | 17 |
|
|
2017
Q3 | $2.45M | Sell |
25,630
-1,250
| -5% | -$119K | 1.08% | 19 |
|
|
2017
Q2 | $2.46M | Buy |
26,880
+524
| +2% | +$47.9K | 1.26% | 13 |
|
|
2017
Q1 | $2.32M | Buy |
+26,356
| New | +$2.32M | 1.37% | 13 |
|