KKM Financial’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 | $5.41M | Buy |
18,645
+3,925
| +27% | +$1.14M | 1.88% | 9 |
|
|
2025
Q1 | $3.61M | Sell |
14,720
-2,134
| -13% | -$523K | 1.53% | 13 |
|
|
2024
Q4 | $4.04M | Buy |
16,854
+640
| +4% | +$153K | 1.68% | 12 |
|
|
2024
Q3 | $3.42M | Buy |
16,214
+809
| +5% | +$171K | 1.69% | 14 |
|
|
2024
Q2 | $3.08M | Buy |
15,405
+112
| +0.7% | +$22.4K | 1.46% | 17 |
|
|
2024
Q1 | $3.06M | Buy |
15,293
+212
| +1% | +$42.5K | 1.49% | 14 |
|
|
2023
Q4 | $2.57M | Buy |
+15,081
| New | +$2.57M | 1.62% | 12 |
|