Kinloch Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $468K | Sell |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $459K | Buy |
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|
2024
Q1 | $399K | Buy |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $263K | Sell |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $20K | Buy |
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