KFP
KMG Fiduciary Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3M | Buy |
121,730
+2,774
| +2% | +$804K | 2.61% | 6 |
|
|
2025
Q1 | $29.2M | Sell |
118,956
-4,457
| -4% | -$1.09M | 2.42% | 7 |
|
|
2024
Q4 | $29.6M | Buy |
123,413
+88
| +0.1% | +$21.1K | 2.45% | 8 |
|
|
2024
Q3 | $26M | Sell |
123,325
-68
| -0.1% | -$14.3K | 2.25% | 9 |
|
|
2024
Q2 | $25M | Buy |
123,393
+40
| +0% | +$8.09K | 2.45% | 7 |
|
|
2024
Q1 | $24.7M | Buy |
123,353
+670
| +0.5% | +$134K | 2.56% | 7 |
|
|
2023
Q4 | $20.9M | Sell |
122,683
-1,361
| -1% | -$232K | 2.43% | 6 |
|
|
2023
Q3 | $18M | Buy |
124,044
+1,261
| +1% | +$183K | 2.38% | 6 |
|
|
2023
Q2 | $17.9M | Buy |
122,783
+4,453
| +4% | +$648K | 2.31% | 6 |
|
|
2023
Q1 | $15.4M | Sell |
118,330
-5,613
| -5% | -$731K | 2.21% | 6 |
|
|
2022
Q4 | $16.6M | Buy |
123,943
+3,033
| +3% | +$407K | 2.73% | 4 |
|
|
2022
Q3 | $12.6M | Buy |
120,910
+2,682
| +2% | +$280K | 2.43% | 6 |
|
|
2022
Q2 | $13.3M | Buy |
118,228
+4,247
| +4% | +$478K | 2.48% | 6 |
|
|
2022
Q1 | $15.5M | Buy |
113,981
+5,654
| +5% | +$771K | 2.48% | 6 |
|
|
2021
Q4 | $17.2M | Buy |
108,327
+2,784
| +3% | +$441K | 2.65% | 6 |
|
|
2021
Q3 | $17.3M | Buy |
105,543
+2,738
| +3% | +$448K | 2.94% | 6 |
|
|
2021
Q2 | $16M | Buy |
102,805
+984
| +1% | +$153K | 2.82% | 6 |
|
|
2021
Q1 | $15.5M | Buy |
101,821
+2,906
| +3% | +$442K | 3.02% | 5 |
|
|
2020
Q4 | $12.4M | Buy |
98,915
+3,626
| +4% | +$456K | 2.62% | 6 |
|
|
2020
Q3 | $9.17M | Buy |
95,289
+10,856
| +13% | +$1.05M | 2.28% | 7 |
|
|
2020
Q2 | $7.94M | Buy |
84,433
+6,417
| +8% | +$604K | 2.21% | 7 |
|
|
2020
Q1 | $7.02M | Sell |
78,016
-292
| -0.4% | -$26.3K | 2.28% | 10 |
|
|
2019
Q4 | $10.9M | Sell |
78,308
-1,245
| -2% | -$174K | 3.33% | 4 |
|
|
2019
Q3 | $9.36M | Sell |
79,553
-679
| -0.8% | -$79.9K | 3.18% | 5 |
|
|
2019
Q2 | $8.97M | Sell |
80,232
-84
| -0.1% | -$9.39K | 3.24% | 5 |
|
|
2019
Q1 | $8.13M | Buy |
80,316
+5,815
| +8% | +$589K | 3.09% | 7 |
|
|
2018
Q4 | $7.27M | Buy |
+74,501
| New | +$7.27M | 3.31% | 7 |
|