Kirtland Hills Capital Management’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 | $1.81M | Buy |
6,259
+469
| +8% | +$136K | 0.84% | 37 |
|
|
2025
Q1 | $1.34M | Buy |
5,790
+1,400
| +32% | +$325K | 0.82% | 36 |
|
|
2024
Q4 | $1.05M | Buy |
4,390
+180
| +4% | +$43.1K | 0.67% | 52 |
|
|
2024
Q3 | $888K | Sell |
4,210
-576
| -12% | -$121K | 0.49% | 63 |
|
|
2024
Q2 | $700K | Buy |
4,786
+570
| +14% | +$83.3K | 0.58% | 62 |
|
|
2024
Q1 | $822K | Buy |
+4,216
| New | +$822K | 0.71% | 54 |
|