Koshinski Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.76M | Buy |
33,651
+1,596
| +5% | +$463K | 0.74% | 23 |
|
|
2025
Q1 | $7.86M | Buy |
32,055
+5,481
| +21% | +$1.34M | 0.67% | 24 |
|
|
2024
Q4 | $6.37B | Buy |
26,574
+11
| +0% | +$2.64M | 0.54% | 34 |
|
|
2024
Q3 | $5.6M | Sell |
26,563
-141
| -0.5% | -$29.7K | 0.48% | 38 |
|
|
2024
Q2 | $5.54M | Buy |
26,704
+1,684
| +7% | +$350K | 0.51% | 39 |
|
|
2024
Q1 | $5.01M | Buy |
25,020
+11,197
| +81% | +$2.24M | 0.51% | 35 |
|
|
2023
Q4 | $2.35M | Sell |
13,823
-13,730
| -50% | -$2.34M | 0.36% | 66 |
|
|
2023
Q3 | $4M | Sell |
27,553
-7
| -0% | -$1.02K | 0.46% | 40 |
|
|
2023
Q2 | $4.01M | Sell |
27,560
-5,165
| -16% | -$751K | 0.43% | 45 |
|
|
2023
Q1 | $4.26M | Buy |
32,725
+511
| +2% | +$66.6K | 0.42% | 55 |
|
|
2022
Q4 | $4.32M | Buy |
32,214
+4,076
| +14% | +$547K | 0.42% | 50 |
|
|
2022
Q3 | $2.94M | Buy |
28,138
+2,180
| +8% | +$228K | 0.35% | 74 |
|
|
2022
Q2 | $2.92M | Sell |
25,958
-35,566
| -58% | -$4M | 0.29% | 87 |
|
|
2022
Q1 | $8.39M | Buy |
61,524
+4,936
| +9% | +$673K | 0.69% | 21 |
|
|
2021
Q4 | $8.96M | Buy |
56,588
+787
| +1% | +$125K | 0.72% | 19 |
|
|
2021
Q3 | $9.13M | Buy |
55,801
+19,681
| +54% | +$3.22M | 0.79% | 17 |
|
|
2021
Q2 | $5.62M | Sell |
36,120
-13,167
| -27% | -$2.05M | 0.71% | 25 |
|
|
2021
Q1 | $7.5M | Buy |
49,287
+4,649
| +10% | +$708K | 0.79% | 22 |
|
|
2020
Q4 | $5.67M | Sell |
44,638
-772
| -2% | -$98.1K | 0.72% | 23 |
|
|
2020
Q3 | $4.65K | Buy |
45,410
+355
| +0.8% | +$36 | 0.63% | 30 |
|
|
2020
Q2 | $4.24M | Buy |
45,055
+1,060
| +2% | +$99.7K | 0.69% | 27 |
|
|
2020
Q1 | $3.96M | Buy |
43,995
+9,563
| +28% | +$861K | 0.83% | 23 |
|
|
2019
Q4 | $4.77M | Buy |
+34,432
| New | +$4.77M | 0.82% | 17 |
|
|
2019
Q3 | – | Sell |
-20,409
| Closed | -$2.28M | – | 213 |
|
|
2019
Q2 | $2.28M | Sell |
20,409
-2,393
| -10% | -$268K | 0.93% | 22 |
|
|
2019
Q1 | $2.31K | Sell |
22,802
-18,194
| -44% | -$1.84K | 0.62% | 35 |
|
|
2018
Q4 | $4M | Sell |
40,996
-12,439
| -23% | -$1.21M | 0.98% | 11 |
|
|
2018
Q3 | $6.03M | Buy |
53,435
+30,492
| +133% | +$3.44M | 0.86% | 13 |
|
|
2018
Q2 | $2.39M | Sell |
22,943
-1,417
| -6% | -$148K | 0.73% | 23 |
|
|
2018
Q1 | $2.68M | Sell |
24,360
-4,036
| -14% | -$444K | 0.83% | 13 |
|
|
2017
Q4 | $3.04M | Sell |
28,396
-4,742
| -14% | -$507K | 0.76% | 12 |
|
|
2017
Q3 | $3.17M | Buy |
33,138
+2,456
| +8% | +$235K | 1.04% | 7 |
|
|
2017
Q2 | $2.8M | Buy |
30,682
+7,458
| +32% | +$682K | 1.02% | 8 |
|
|
2017
Q1 | $2.04M | Sell |
23,224
-43
| -0.2% | -$3.78K | 0.8% | 28 |
|
|
2016
Q4 | $2.01M | Sell |
23,267
-1,020
| -4% | -$88K | 1% | 18 |
|
|
2016
Q3 | $1.62M | Buy |
24,287
+63
| +0.3% | +$4.19K | 0.8% | 25 |
|
|
2016
Q2 | $1.51M | Buy |
24,224
+428
| +2% | +$26.6K | 0.82% | 27 |
|
|
2016
Q1 | $1.41M | Buy |
23,796
+1,436
| +6% | +$85K | 0.91% | 21 |
|
|
2015
Q4 | $1.48M | Sell |
22,360
-1,213
| -5% | -$80.1K | 1.03% | 20 |
|
|
2015
Q3 | $1.6M | Sell |
23,573
-849
| -3% | -$57.5K | 1.02% | 20 |
|
|
2015
Q2 | $1.66M | Buy |
24,422
+1,166
| +5% | +$79K | 1.05% | 19 |
|
|
2015
Q1 | $1.41M | Sell |
23,256
-1,172
| -5% | -$71K | 0.91% | 24 |
|
|
2014
Q4 | $1.53M | Buy |
+24,428
| New | +$1.53M | 0.87% | 26 |
|