KLK 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $858K | Sell |
5,917
-178
| -3% | -$25.8K | 1.15% | 27 |
|
|
2023
Q2 | $887K | Sell |
6,095
-322
| -5% | -$46.8K | 1.09% | 26 |
|
|
2023
Q1 | $836K | Buy |
6,417
+67
| +1% | +$8.73K | 1.06% | 26 |
|
|
2022
Q4 | $852K | Buy |
6,350
+205
| +3% | +$27.5K | 1.14% | 25 |
|
|
2022
Q3 | $642K | Buy |
+6,145
| New | +$642K | 0.83% | 35 |
|
|
2022
Q1 | $861K | Buy |
+6,315
| New | +$861K | 0.86% | 35 |
|