KLCM Advisors’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 | $4.62M | Buy |
15,927
+93
| +0.6% | +$27K | 0.49% | 39 |
|
|
2025
Q1 | $3.88M | Buy |
15,834
+1,211
| +8% | +$297K | 0.45% | 45 |
|
|
2024
Q4 | $3.51M | Buy |
14,623
+754
| +5% | +$181K | 0.41% | 42 |
|
|
2024
Q3 | $2.92M | Sell |
13,869
-57
| -0.4% | -$12K | 0.35% | 47 |
|
|
2024
Q2 | $2.82M | Sell |
13,926
-167
| -1% | -$33.8K | 0.35% | 45 |
|
|
2024
Q1 | $2.82M | Sell |
14,093
-12,014
| -46% | -$2.41M | 0.36% | 44 |
|
|
2023
Q4 | $4.44M | Sell |
26,107
-85
| -0.3% | -$14.5K | 0.69% | 36 |
|
|
2023
Q3 | $3.8M | Buy |
26,192
+128
| +0.5% | +$18.6K | 0.71% | 36 |
|
|
2023
Q2 | $3.79M | Buy |
26,064
+634
| +2% | +$92.2K | 0.74% | 35 |
|
|
2023
Q1 | $3.31M | Buy |
25,430
+10,591
| +71% | +$1.38M | 0.66% | 38 |
|
|
2022
Q4 | $1.99M | Buy |
14,839
+577
| +4% | +$77.4K | 0.4% | 42 |
|
|
2022
Q3 | $1.49M | Buy |
14,262
+1,676
| +13% | +$175K | 0.35% | 46 |
|
|
2022
Q2 | $1.42M | Buy |
12,586
+226
| +2% | +$25.4K | 0.32% | 44 |
|
|
2022
Q1 | $1.69M | Sell |
12,360
-440
| -3% | -$60K | 0.36% | 41 |
|
|
2021
Q4 | $2.03M | Buy |
12,800
+69
| +0.5% | +$10.9K | 0.44% | 37 |
|
|
2021
Q3 | $2.08M | Sell |
12,731
-250
| -2% | -$40.9K | 0.45% | 38 |
|
|
2021
Q2 | $2.02M | Buy |
12,981
+206
| +2% | +$32K | 0.45% | 35 |
|
|
2021
Q1 | $1.95M | Sell |
12,775
-50,070
| -80% | -$7.62M | 0.44% | 34 |
|
|
2020
Q4 | $7.99M | Sell |
62,845
-1,088
| -2% | -$138K | 1.98% | 24 |
|
|
2020
Q3 | $6.16M | Sell |
63,933
-119
| -0.2% | -$11.5K | 1.79% | 22 |
|
|
2020
Q2 | $6.03M | Buy |
64,052
+49,308
| +334% | +$4.64M | 1.71% | 21 |
|
|
2020
Q1 | $1.33M | Sell |
14,744
-109,694
| -88% | -$9.87M | 0.42% | 34 |
|
|
2019
Q4 | $17.3M | Sell |
124,438
-6,727
| -5% | -$938K | 3.85% | 12 |
|
|
2019
Q3 | $15.4M | Buy |
131,165
+2,197
| +2% | +$259K | 3.93% | 11 |
|
|
2019
Q2 | $14.4M | Sell |
128,968
-3,405
| -3% | -$381K | 3.55% | 12 |
|
|
2019
Q1 | $13.4M | Buy |
132,373
+7,013
| +6% | +$710K | 3.3% | 12 |
|
|
2018
Q4 | $12.2M | Buy |
125,360
+3,359
| +3% | +$328K | 3.58% | 12 |
|
|
2018
Q3 | $13.8M | Sell |
122,001
-3,184
| -3% | -$359K | 3.39% | 11 |
|
|
2018
Q2 | $13M | Buy |
125,185
+7,893
| +7% | +$822K | 3.44% | 11 |
|
|
2018
Q1 | $12.9M | Sell |
117,292
-11,078
| -9% | -$1.22M | 3.5% | 11 |
|
|
2017
Q4 | $13.7M | Sell |
128,370
-1,745
| -1% | -$187K | 3.37% | 10 |
|
|
2017
Q3 | $12.4M | Sell |
130,115
-3,238
| -2% | -$309K | 3.25% | 11 |
|
|
2017
Q2 | $12.2M | Sell |
133,353
-2,725
| -2% | -$249K | 3.33% | 12 |
|
|
2017
Q1 | $12M | Sell |
136,078
-17,595
| -11% | -$1.55M | 3.37% | 11 |
|
|
2016
Q4 | $13.3M | Sell |
153,673
-58,427
| -28% | -$5.04M | 3.9% | 8 |
|
|
2016
Q3 | $14.1M | Sell |
212,100
-8,003
| -4% | -$533K | 4.5% | 8 |
|
|
2016
Q2 | $13.7M | Buy |
220,103
+1,611
| +0.7% | +$100K | 4.73% | 8 |
|
|
2016
Q1 | $12.9M | Buy |
218,492
+2,450
| +1% | +$145K | 4.49% | 8 |
|
|
2015
Q4 | $14.3M | Sell |
216,042
-4,050
| -2% | -$267K | 5.15% | 8 |
|
|
2015
Q3 | $13.4M | Sell |
220,092
-41,628
| -16% | -$2.54M | 4.75% | 9 |
|
|
2015
Q2 | $17.7M | Sell |
261,720
-117,842
| -31% | -$7.98M | 4.47% | 10 |
|
|
2015
Q1 | $23M | Sell |
379,562
-6,630
| -2% | -$402K | 6.39% | 4 |
|
|
2014
Q4 | $24.2M | Sell |
386,192
-1,932
| -0.5% | -$121K | 6.24% | 5 |
|
|
2014
Q3 | $23.4M | Buy |
388,124
+650
| +0.2% | +$39.2K | 6.19% | 3 |
|
|
2014
Q2 | $22.3M | Buy |
387,474
+165,164
| +74% | +$9.52M | 5.21% | 5 |
|
|
2014
Q1 | $13.5M | Sell |
222,310
-1,647
| -0.7% | -$100K | 3.6% | 13 |
|
|
2013
Q4 | $13.1M | Buy |
223,957
+213,605
| +2,063% | +$12.5M | 3.58% | 12 |
|
|
2013
Q3 | $535K | Buy |
10,352
+1,127
| +12% | +$58.2K | 0.15% | 40 |
|
|
2013
Q2 | $487K | Buy |
+9,225
| New | +$487K | 0.15% | 41 |
|