KA
Kovack Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72M | Sell |
30,081
-423
| -1% | -$123K | 0.85% | 19 |
|
|
2025
Q1 | $7.48M | Sell |
30,504
-1,440
| -5% | -$353K | 0.79% | 21 |
|
|
2024
Q4 | $7.66M | Buy |
31,944
+501
| +2% | +$120K | 0.75% | 25 |
|
|
2024
Q3 | $6.63M | Sell |
31,443
-453
| -1% | -$95.5K | 0.7% | 24 |
|
|
2024
Q2 | $6.45M | Buy |
31,896
+718
| +2% | +$145K | 0.71% | 23 |
|
|
2024
Q1 | $6.24M | Sell |
31,178
-6,133
| -16% | -$1.23M | 0.76% | 20 |
|
|
2023
Q4 | $6.35M | Buy |
37,311
+3,480
| +10% | +$592K | 0.75% | 17 |
|
|
2023
Q3 | $4.91M | Sell |
33,831
-21
| -0.1% | -$3.05K | 0.68% | 22 |
|
|
2023
Q2 | $4.92M | Buy |
33,852
+8,700
| +35% | +$1.27M | 0.63% | 25 |
|
|
2023
Q1 | $3.28M | Sell |
25,152
-291
| -1% | -$37.9K | 0.45% | 39 |
|
|
2022
Q4 | $3.41M | Sell |
25,443
-923
| -4% | -$124K | 0.5% | 36 |
|
|
2022
Q3 | $2.76M | Buy |
26,366
+6,910
| +36% | +$722K | 0.4% | 44 |
|
|
2022
Q2 | $2.19M | Sell |
19,456
-1,714
| -8% | -$193K | 0.29% | 80 |
|
|
2022
Q1 | $2.89M | Sell |
21,170
-1,832
| -8% | -$250K | 0.3% | 67 |
|
|
2021
Q4 | $3.64M | Sell |
23,002
-1,096
| -5% | -$174K | 0.35% | 59 |
|
|
2021
Q3 | $3.95M | Buy |
24,098
+2,116
| +10% | +$346K | 0.43% | 37 |
|
|
2021
Q2 | $3.42M | Buy |
21,982
+1,433
| +7% | +$223K | 0.39% | 58 |
|
|
2021
Q1 | $3.13M | Buy |
20,549
+59
| +0.3% | +$8.98K | 0.41% | 59 |
|
|
2020
Q4 | $2.6M | Sell |
20,490
-1,993
| -9% | -$253K | 0.37% | 61 |
|
|
2020
Q3 | $2.16M | Buy |
22,483
+73
| +0.3% | +$7.03K | 0.39% | 65 |
|
|
2020
Q2 | $2.11M | Sell |
22,410
-602
| -3% | -$56.6K | 0.41% | 62 |
|
|
2020
Q1 | $2.07M | Buy |
23,012
+2,805
| +14% | +$253K | 0.48% | 52 |
|
|
2019
Q4 | $2.82M | Buy |
20,207
+1,918
| +10% | +$267K | 0.5% | 42 |
|
|
2019
Q3 | $2.15M | Buy |
18,289
+2,590
| +16% | +$305K | 0.44% | 54 |
|
|
2019
Q2 | $1.76M | Buy |
15,699
+184
| +1% | +$20.6K | 0.4% | 57 |
|
|
2019
Q1 | $1.57M | Buy |
15,515
+1,104
| +8% | +$112K | 0.39% | 64 |
|
|
2018
Q4 | $1.41M | Sell |
14,411
-1,594
| -10% | -$156K | 0.41% | 59 |
|
|
2018
Q3 | $1.81M | Buy |
16,005
+1,688
| +12% | +$190K | 0.47% | 46 |
|
|
2018
Q2 | $1.49M | Sell |
14,317
-135
| -0.9% | -$14.1K | 0.42% | 53 |
|
|
2018
Q1 | $1.59M | Buy |
14,452
+2,406
| +20% | +$265K | 0.4% | 50 |
|
|
2017
Q4 | $1.29M | Buy |
12,046
+344
| +3% | +$36.8K | 0.33% | 66 |
|
|
2017
Q3 | $1.12M | Buy |
11,702
+3,101
| +36% | +$296K | 0.37% | 61 |
|
|
2017
Q2 | $786K | Sell |
8,601
-1,117
| -11% | -$102K | 0.25% | 95 |
|
|
2017
Q1 | $854K | Sell |
9,718
-993
| -9% | -$87.3K | 0.33% | 68 |
|
|
2016
Q4 | $924K | Sell |
10,711
-1,403
| -12% | -$121K | 0.44% | 45 |
|
|
2016
Q3 | $807K | Buy |
12,114
+3,799
| +46% | +$253K | 0.39% | 63 |
|
|
2016
Q2 | $517K | Buy |
8,315
+943
| +13% | +$58.6K | 0.27% | 88 |
|
|
2016
Q1 | $437K | Sell |
7,372
-100
| -1% | -$5.93K | 0.27% | 104 |
|
|
2015
Q4 | $493K | Buy |
7,472
+2,763
| +59% | +$182K | 0.33% | 87 |
|
|
2015
Q3 | $287K | Buy |
+4,709
| New | +$287K | 0.2% | 137 |
|