KIA
KLR Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $951K | Sell |
4,987
-313
| -6% | -$59.7K | 0.69% | 33 |
|
|
2023
Q4 | $902K | Sell |
5,300
-103
| -2% | -$17.5K | 0.65% | 34 |
|
|
2023
Q3 | $704K | Buy |
5,403
+32
| +0.6% | +$4.17K | 0.64% | 39 |
|
|
2023
Q2 | $781K | Sell |
5,371
-219
| -4% | -$31.9K | 0.64% | 34 |
|
|
2023
Q1 | $728K | Buy |
5,590
+506
| +10% | +$65.9K | 0.64% | 39 |
|
|
2022
Q4 | $682K | Buy |
+5,084
| New | +$682K | 0.56% | 40 |
|