KOC
Koss-Olinger Consulting’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,627
-107
| -3% | -$31K | 0.09% | 120 |
|
|
2025
Q1 | $916K | Buy |
+3,734
| New | +$916K | 0.08% | 127 |
|
|
2024
Q4 | – | Sell |
-3,496
| Closed | -$737K | – | 243 |
|
|
2024
Q3 | $737K | Buy |
3,496
+133
| +4% | +$28K | 0.06% | 116 |
|
|
2024
Q2 | $680K | Buy |
+3,363
| New | +$680K | 0.06% | 121 |
|
|
2024
Q1 | – | Sell |
-3,685
| Closed | -$627K | – | 185 |
|
|
2023
Q4 | $627K | Buy |
3,685
+408
| +12% | +$69.4K | 0.06% | 129 |
|
|
2023
Q3 | $475K | Hold |
3,277
| – | – | 0.07% | 131 |
|
|
2023
Q2 | $477K | Sell |
3,277
-100
| -3% | -$14.6K | 0.06% | 140 |
|
|
2023
Q1 | $440K | Buy |
3,377
+100
| +3% | +$13K | 0.05% | 143 |
|
|
2022
Q4 | $439K | Hold |
3,277
| – | – | 0.06% | 130 |
|
|
2022
Q3 | $342K | Buy |
3,277
+218
| +7% | +$22.8K | 0.06% | 132 |
|
|
2022
Q2 | $344K | Buy |
3,059
+124
| +4% | +$13.9K | 0.06% | 116 |
|
|
2022
Q1 | $400K | Sell |
2,935
-332
| -10% | -$45.2K | 0.06% | 123 |
|
|
2021
Q4 | $517K | Buy |
3,267
+565
| +21% | +$89.4K | 0.08% | 106 |
|
|
2021
Q3 | $442K | Hold |
2,702
| – | – | 0.07% | 124 |
|
|
2021
Q2 | $420K | Sell |
2,702
-625
| -19% | -$97.2K | 0.06% | 154 |
|
|
2021
Q1 | $506K | Buy |
+3,327
| New | +$506K | 0.09% | 125 |
|