KAS
KPP Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Buy |
18,131
+1,114
| +7% | +$323K | 0.87% | 26 |
|
|
2025
Q1 | $4.17M | Buy |
17,017
+3,667
| +27% | +$900K | 0.79% | 31 |
|
|
2024
Q4 | $3.2M | Buy |
13,350
+214
| +2% | +$51.3K | 0.75% | 34 |
|
|
2024
Q3 | $2.77M | Buy |
13,136
+104
| +0.8% | +$21.9K | 0.66% | 39 |
|
|
2024
Q2 | $2.64M | Buy |
13,032
+660
| +5% | +$133K | 0.7% | 37 |
|
|
2024
Q1 | $2.48M | Buy |
12,372
+283
| +2% | +$56.7K | 0.68% | 36 |
|
|
2023
Q4 | $2.06M | Sell |
12,089
-68
| -0.6% | -$11.6K | 1.81% | 8 |
|
|
2023
Q3 | $1.76M | Buy |
+12,157
| New | +$1.76M | 0.58% | 42 |
|