KA
Kozak & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
7,259
-64
| -0.9% | -$18.1K | 0.42% | 16 |
|
|
2025
Q1 | $1.72M | Buy |
7,323
+45
| +0.6% | +$10.6K | 0.43% | 16 |
|
|
2024
Q4 | $1.77M | Sell |
7,278
-377
| -5% | -$91.7K | 0.4% | 16 |
|
|
2024
Q3 | $1.71M | Buy |
7,655
+229
| +3% | +$51.2K | 0.4% | 17 |
|
|
2024
Q2 | $1.55M | Sell |
7,426
-635
| -8% | -$133K | 0.38% | 16 |
|
|
2024
Q1 | $1.63M | Sell |
8,061
-181
| -2% | -$36.6K | 0.44% | 17 |
|
|
2023
Q4 | $1.38M | Sell |
8,242
-994
| -11% | -$167K | 0.44% | 16 |
|
|
2023
Q3 | $1.34M | Sell |
9,236
-383
| -4% | -$55.6K | 0.49% | 19 |
|
|
2023
Q2 | $1.41M | Buy |
9,619
+18
| +0.2% | +$2.64K | 0.57% | 18 |
|
|
2023
Q1 | $1.25M | Sell |
9,601
-74
| -0.8% | -$9.64K | 0.56% | 18 |
|
|
2022
Q4 | $1.3M | Buy |
9,675
+1,379
| +17% | +$185K | 0.65% | 14 |
|
|
2022
Q3 | $846K | Sell |
8,296
-389
| -4% | -$39.7K | 0.53% | 20 |
|
|
2022
Q2 | $978K | Buy |
8,685
+1,783
| +26% | +$201K | 0.65% | 17 |
|
|
2022
Q1 | $910K | Hold |
6,902
| – | – | 0.58% | 20 |
|
|
2021
Q4 | $910K | Buy |
6,902
+653
| +10% | +$86.1K | 0.58% | 20 |
|
|
2021
Q3 | $1.04M | Buy |
+6,249
| New | +$1.04M | 0.62% | 18 |
|
|
2020
Q4 | $698K | Buy |
+5,061
| New | +$698K | 0.54% | 18 |
|