Kowal Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.22M | Buy |
10,520
+201
| +2% | +$42.4K | 0.41% | 40 |
|
|
2024
Q2 | $2.09M | Buy |
10,319
+323
| +3% | +$65.3K | 0.42% | 36 |
|
|
2024
Q1 | $2M | Buy |
9,996
+411
| +4% | +$82.3K | 0.43% | 31 |
|
|
2023
Q4 | $1.63M | Buy |
9,585
+555
| +6% | +$94.4K | 0.38% | 39 |
|
|
2023
Q3 | $1.31M | Buy |
9,030
+267
| +3% | +$38.7K | 0.35% | 36 |
|
|
2023
Q2 | $1.27M | Buy |
8,763
+115
| +1% | +$16.7K | 0.34% | 41 |
|
|
2023
Q1 | $1.13M | Buy |
8,648
+1,166
| +16% | +$152K | 0.32% | 47 |
|
|
2022
Q4 | $1M | Buy |
7,482
+110
| +1% | +$14.8K | 0.3% | 44 |
|
|
2022
Q3 | $770K | Buy |
7,372
+509
| +7% | +$53.2K | 0.26% | 50 |
|
|
2022
Q2 | $773K | Buy |
6,863
+1,351
| +25% | +$152K | 0.25% | 43 |
|
|
2022
Q1 | $751K | Buy |
5,512
+962
| +21% | +$131K | 0.23% | 47 |
|
|
2021
Q4 | $720K | Buy |
4,550
+246
| +6% | +$38.9K | 0.21% | 40 |
|
|
2021
Q3 | $705K | Sell |
4,304
-83
| -2% | -$13.6K | 0.22% | 38 |
|
|
2021
Q2 | $682K | Sell |
4,387
-330
| -7% | -$51.3K | 0.25% | 41 |
|
|
2021
Q1 | $718K | Sell |
4,717
-429
| -8% | -$65.3K | 0.29% | 32 |
|
|
2020
Q4 | $722K | Buy |
+5,146
| New | +$722K | 0.34% | 30 |
|