Klingman & Associates’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 | $5.99M | Buy |
20,662
+1,315
| +7% | +$381K | 0.33% | 42 |
|
|
2025
Q1 | $4.75M | Buy |
19,347
+1,248
| +7% | +$306K | 0.29% | 43 |
|
|
2024
Q4 | $4.34M | Sell |
18,099
-9,158
| -34% | -$2.2M | 0.27% | 44 |
|
|
2024
Q3 | $5.75M | Buy |
27,257
+2,725
| +11% | +$575K | 0.36% | 41 |
|
|
2024
Q2 | $4.96M | Buy |
24,532
+12,979
| +112% | +$2.63M | 0.34% | 40 |
|
|
2024
Q1 | $2.31M | Buy |
11,553
+184
| +2% | +$36.9K | 0.16% | 61 |
|
|
2023
Q4 | $1.93M | Buy |
11,369
+222
| +2% | +$37.8K | 0.14% | 65 |
|
|
2023
Q3 | $1.62M | Sell |
11,147
-3,221
| -22% | -$467K | 0.13% | 71 |
|
|
2023
Q2 | $2.09M | Buy |
14,368
+348
| +2% | +$50.6K | 0.17% | 58 |
|
|
2023
Q1 | $1.83M | Buy |
14,020
+40
| +0.3% | +$5.21K | 0.16% | 59 |
|
|
2022
Q4 | $1.87M | Sell |
13,980
-406
| -3% | -$54.4K | 0.16% | 57 |
|
|
2022
Q3 | $1.5M | Buy |
14,386
+731
| +5% | +$76.4K | 0.15% | 60 |
|
|
2022
Q2 | $1.54M | Buy |
13,655
+263
| +2% | +$29.6K | 0.15% | 60 |
|
|
2022
Q1 | $1.83M | Buy |
13,392
+2,313
| +21% | +$315K | 0.16% | 56 |
|
|
2021
Q4 | $1.75M | Buy |
11,079
+329
| +3% | +$52.1K | 0.15% | 56 |
|
|
2021
Q3 | $1.76M | Sell |
10,750
-259
| -2% | -$42.4K | 0.16% | 52 |
|
|
2021
Q2 | $1.71M | Sell |
11,009
-5,601
| -34% | -$871K | 0.16% | 52 |
|
|
2021
Q1 | $2.53M | Buy |
16,610
+888
| +6% | +$135K | 0.26% | 36 |
|
|
2020
Q4 | $2M | Buy |
15,722
+5,609
| +55% | +$713K | 0.23% | 41 |
|
|
2020
Q3 | $974K | Buy |
10,113
+2,897
| +40% | +$279K | 0.13% | 53 |
|
|
2020
Q2 | $679K | Sell |
7,216
-316
| -4% | -$29.7K | 0.1% | 63 |
|
|
2020
Q1 | $678K | Sell |
7,532
-837
| -10% | -$75.3K | 0.14% | 62 |
|
|
2019
Q4 | $1.17M | Buy |
8,369
+1,773
| +27% | +$247K | 0.19% | 47 |
|
|
2019
Q3 | $776K | Buy |
6,596
+60
| +0.9% | +$7.06K | 0.14% | 56 |
|
|
2019
Q2 | $731K | Sell |
6,536
-2,366
| -27% | -$265K | 0.14% | 58 |
|
|
2019
Q1 | $901K | Buy |
8,902
+2,700
| +44% | +$273K | 0.18% | 50 |
|
|
2018
Q4 | $605K | Buy |
6,202
+1,285
| +26% | +$125K | 0.14% | 56 |
|
|
2018
Q3 | $555K | Buy |
4,917
+126
| +3% | +$14.2K | 0.11% | 62 |
|
|
2018
Q2 | $499K | Sell |
4,791
-542
| -10% | -$56.5K | 0.11% | 63 |
|
|
2018
Q1 | $586K | Buy |
5,333
+542
| +11% | +$59.6K | 0.13% | 60 |
|
|
2017
Q4 | $512K | Sell |
4,791
-311
| -6% | -$33.2K | 0.11% | 67 |
|
|
2017
Q3 | $487K | Sell |
5,102
-111
| -2% | -$10.6K | 0.12% | 59 |
|
|
2017
Q2 | $476K | Buy |
5,213
+790
| +18% | +$72.1K | 0.13% | 58 |
|
|
2017
Q1 | $389K | Sell |
4,423
-3,254
| -42% | -$286K | 0.11% | 68 |
|
|
2016
Q4 | $662K | Sell |
7,677
-14,701
| -66% | -$1.27M | 0.2% | 45 |
|
|
2016
Q3 | $1.49M | Buy |
22,378
+300
| +1% | +$20K | 0.45% | 33 |
|
|
2016
Q2 | $1.37M | Sell |
22,078
-952
| -4% | -$59.2K | 0.44% | 33 |
|
|
2016
Q1 | $1.36M | Hold |
23,030
| – | – | 0.49% | 32 |
|
|
2015
Q4 | $1.52M | Buy |
23,030
+602
| +3% | +$39.8K | 0.57% | 29 |
|
|
2015
Q3 | $1.37M | Sell |
22,428
-126
| -0.6% | -$7.68K | 0.54% | 29 |
|
|
2015
Q2 | $1.53M | Buy |
22,554
+126
| +0.6% | +$8.54K | 0.6% | 27 |
|
|
2015
Q1 | $1.36M | Hold |
22,428
| – | – | 0.56% | 25 |
|
|
2014
Q4 | $1.4M | Buy |
+22,428
| New | +$1.4M | 0.58% | 27 |
|