Kohmann Bosshard Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
4,610
+5
| +0.1% | +$1.45K | 0.15% | 61 |
|
|
2025
Q1 | $1.13M | Buy |
4,605
+343
| +8% | +$84.1K | 0.13% | 73 |
|
|
2024
Q4 | $1.02M | Sell |
4,262
-413
| -9% | -$99K | 0.12% | 77 |
|
|
2024
Q3 | $986K | Buy |
4,675
+226
| +5% | +$47.7K | 0.12% | 77 |
|
|
2024
Q2 | $900K | Buy |
4,449
+62
| +1% | +$12.5K | 0.12% | 77 |
|
|
2024
Q1 | $879K | Buy |
4,387
+400
| +10% | +$80.1K | 0.12% | 82 |
|
|
2023
Q4 | $678K | Buy |
3,987
+319
| +9% | +$54.3K | 0.1% | 90 |
|
|
2023
Q3 | $532K | Sell |
3,668
-26
| -0.7% | -$3.77K | 0.09% | 97 |
|
|
2023
Q2 | $537K | Hold |
3,694
| – | – | 0.09% | 95 |
|
|
2023
Q1 | $481K | Hold |
3,694
| – | – | 0.09% | 88 |
|
|
2022
Q4 | $495K | Buy |
3,694
+200
| +6% | +$26.8K | 0.1% | 87 |
|
|
2022
Q3 | $365K | Hold |
3,494
| – | – | 0.08% | 92 |
|
|
2022
Q2 | $393K | Hold |
3,494
| – | – | 0.09% | 90 |
|
|
2022
Q1 | $476K | Buy |
3,494
+1,470
| +73% | +$200K | 0.09% | 81 |
|
|
2021
Q4 | $321K | Buy |
2,024
+10
| +0.5% | +$1.59K | 0.06% | 87 |
|
|
2021
Q3 | $330K | Hold |
2,014
| – | – | 0.07% | 82 |
|
|
2021
Q2 | $313K | Sell |
2,014
-29
| -1% | -$4.51K | 0.07% | 85 |
|
|
2021
Q1 | $311K | Hold |
2,043
| – | – | 0.08% | 84 |
|
|
2020
Q4 | $260K | Buy |
+2,043
| New | +$260K | 0.08% | 87 |
|
|
2020
Q3 | – | Sell |
-2,182
| Closed | -$206K | – | 113 |
|
|
2020
Q2 | $206K | Buy |
2,182
+32
| +1% | +$3.02K | 0.08% | 90 |
|
|
2020
Q1 | $194K | Buy |
2,150
+850
| +65% | +$76.7K | 0.09% | 81 |
|
|
2019
Q4 | $181K | Hold |
1,300
| – | – | 0.07% | 84 |
|
|
2019
Q3 | $153K | Hold |
1,300
| – | – | 0.06% | 87 |
|
|
2019
Q2 | $145K | Buy |
1,300
+300
| +30% | +$33.5K | 0.06% | 93 |
|
|
2019
Q1 | $101K | Sell |
1,000
-170
| -15% | -$17.2K | 0.05% | 101 |
|
|
2018
Q4 | $114K | Buy |
1,170
+81
| +7% | +$7.89K | 0.06% | 93 |
|
|
2018
Q3 | $123K | Sell |
1,089
-62
| -5% | -$7K | 0.06% | 85 |
|
|
2018
Q2 | $120K | Buy |
1,151
+87
| +8% | +$9.07K | 0.07% | 84 |
|
|
2018
Q1 | $117K | Hold |
1,064
| – | – | 0.07% | 82 |
|
|
2017
Q4 | $114K | Hold |
1,064
| – | – | 0.07% | 82 |
|
|
2017
Q3 | $102K | Buy |
+1,064
| New | +$102K | 0.07% | 80 |
|