Kraematon Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
1,494
+8
| +0.5% | +$2.32K | 0.41% | 60 |
|
|
2025
Q1 | $365K | Sell |
1,486
-3
| -0.2% | -$736 | 0.37% | 64 |
|
|
2024
Q4 | $357K | Buy |
1,489
+7
| +0.5% | +$1.68K | 0.35% | 62 |
|
|
2024
Q3 | $313K | Sell |
1,482
-954
| -39% | -$201K | 0.31% | 65 |
|
|
2024
Q2 | $493K | Buy |
2,436
+13
| +0.5% | +$2.63K | 0.5% | 53 |
|
|
2024
Q1 | $485K | Buy |
2,423
+14
| +0.6% | +$2.8K | 0.49% | 52 |
|
|
2023
Q4 | $410K | Hold |
2,409
| – | – | 0.45% | 56 |
|
|
2023
Q3 | $349K | Buy |
2,409
+14
| +0.6% | +$2.03K | 0.43% | 59 |
|
|
2023
Q2 | $348K | Buy |
2,395
+16
| +0.7% | +$2.33K | 0.38% | 62 |
|
|
2023
Q1 | $310K | Sell |
2,379
-233
| -9% | -$30.4K | 0.36% | 62 |
|
|
2022
Q4 | $350K | Buy |
2,612
+19
| +0.7% | +$2.55K | 0.38% | 61 |
|
|
2022
Q3 | $271K | Buy |
2,593
+21
| +0.8% | +$2.2K | 0.35% | 69 |
|
|
2022
Q2 | $290K | Buy |
2,572
+19
| +0.7% | +$2.14K | 0.34% | 66 |
|
|
2022
Q1 | $348K | Buy |
2,553
+16
| +0.6% | +$2.18K | 0.33% | 64 |
|
|
2021
Q4 | $402K | Buy |
+2,537
| New | +$402K | 0.36% | 68 |
|