Kinloch Capital’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 | $589K | Buy |
2,033
+26
| +1% | +$7.54K | 0.27% | 53 |
|
|
2025
Q1 | $492K | Buy |
2,007
+55
| +3% | +$13.5K | 0.24% | 57 |
|
|
2024
Q4 | $468K | Sell |
1,952
-350
| -15% | -$83.9K | 0.23% | 57 |
|
|
2024
Q3 | $485K | Buy |
2,302
+34
| +1% | +$7.17K | 0.24% | 60 |
|
|
2024
Q2 | $459K | Buy |
2,268
+275
| +14% | +$55.6K | 0.24% | 57 |
|
|
2024
Q1 | $399K | Buy |
1,993
+85
| +4% | +$17K | 0.21% | 55 |
|
|
2023
Q4 | $325K | Buy |
1,908
+60
| +3% | +$10.2K | 0.21% | 58 |
|
|
2023
Q3 | $268K | Sell |
1,848
-400
| -18% | -$58K | 0.17% | 61 |
|
|
2023
Q2 | $327K | Sell |
2,248
-159
| -7% | -$23.1K | 0.19% | 53 |
|
|
2023
Q1 | $314K | Hold |
2,407
| – | – | 0.18% | 55 |
|
|
2022
Q4 | $323K | Hold |
2,407
| – | – | 0.19% | 50 |
|
|
2022
Q3 | $252K | Buy |
2,407
+400
| +20% | +$41.9K | 0.17% | 60 |
|
|
2022
Q2 | $226K | Sell |
2,007
-5
| -0.2% | -$563 | 0.15% | 64 |
|
|
2022
Q1 | $274K | Buy |
2,012
+405
| +25% | +$55.2K | 0.16% | 61 |
|
|
2021
Q4 | $254K | Hold |
1,607
| – | – | 0.16% | 61 |
|
|
2021
Q3 | $263K | Sell |
1,607
-110
| -6% | -$18K | 0.19% | 56 |
|
|
2021
Q2 | $267K | Buy |
+1,717
| New | +$267K | 0.19% | 60 |
|
|
2021
Q1 | – | Sell |
-159
| Closed | -$20K | – | 131 |
|
|
2020
Q4 | $20K | Buy |
+159
| New | +$20K | 0.02% | 149 |
|