KLR Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$951K Sell
2023
Q4
$902K Sell
2023
Q3
$704K Buy
2023
Q2
$781K Sell
2023
Q1
$728K Buy
2022
Q4
$682K Buy