Knuff & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $671K | Sell |
2,282
-87
| -4% | -$26.4K | 0.2% | 58 |
|
|
2025
Q4 | $763K | Hold |
2,369
| – | – | 0.23% | 58 |
|
|
2025
Q3 | $747K | Hold |
2,369
| – | – | 0.22% | 60 |
|
|
2025
Q2 | $687K | Hold |
2,369
| – | – | 0.22% | 60 |
|
|
2025
Q1 | $581K | Buy |
2,369
+54
| +2% | +$13.8K | 0.2% | 66 |
|
|
2024
Q4 | $555K | Buy |
2,315
+113
| +5% | +$26.3K | 0.17% | 71 |
|
|
2024
Q3 | $464K | Hold |
2,202
| – | – | 0.14% | 75 |
|
|
2024
Q2 | $445K | Hold |
2,202
| – | – | 0.14% | 77 |
|
|
2024
Q1 | $441K | Hold |
2,202
| – | – | 0.15% | 71 |
|
|
2023
Q4 | $375K | Buy |
2,202
+200
| +10% | +$30.3K | 0.14% | 72 |
|
|
2023
Q3 | $290K | Hold |
2,002
| – | – | 0.12% | 75 |
|
|
2023
Q2 | $291K | Hold |
2,002
| – | – | 0.11% | 77 |
|
|
2023
Q1 | $261K | Hold |
2,002
| – | – | 0.1% | 79 |
|
|
2022
Q4 | $268K | Hold |
2,002
| – | – | 0.11% | 72 |
|
|
2022
Q3 | $209K | Hold |
2,002
| – | – | 0.1% | 77 |
|
|
2022
Q2 | $225K | Hold |
2,002
| – | – | 0.1% | 75 |
|
|
2022
Q1 | $273K | Hold |
2,002
| – | – | 0.1% | 77 |
|
|
2021
Q4 | $317K | Hold |
2,002
| – | – | 0.1% | 76 |
|
|
2021
Q3 | $328K | Buy |
2,002
+25
| +1% | +$3.92K | 0.12% | 68 |
|
|
2021
Q2 | $308K | Hold |
1,977
| – | – | 0.11% | 72 |
|
|
2021
Q1 | $301K | Hold |
1,977
| – | – | 0.13% | 70 |
|
|
2020
Q4 | $251K | Buy |
1,977
+110
| +6% | +$12.3K | 0.1% | 73 |
|
|
2020
Q3 | $180K | Buy |
1,867
+202
| +12% | +$19.8K | 0.08% | 76 |
|
|
2020
Q2 | $157K | Sell |
1,665
-5,592
| -77% | -$531K | 0.09% | 75 |
|
|
2020
Q1 | $653K | Buy |
7,257
+115
| +2% | +$14K | 0.47% | 49 |
|
|
2019
Q4 | $996K | Buy |
7,142
+1,457
| +26% | +$187K | 0.6% | 40 |
|
|
2019
Q3 | $669K | Buy |
5,685
+3,435
| +153% | +$389K | 0.46% | 44 |
|
|
2019
Q2 | $252K | Buy |
2,250
+525
| +30% | +$57.9K | 0.18% | 65 |
|
|
2019
Q1 | $175K | Buy |
1,725
+650
| +60% | +$67K | 0.13% | 74 |
|
|
2018
Q4 | $105K | Buy |
+1,075
| New | +$115K | 0.1% | 73 |
|
Other funds holding JPM
VCM
VPM
