Krilogy Financial’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 | $4.8M | Buy |
16,567
+591
| +4% | +$171K | 0.28% | 73 |
|
|
2025
Q1 | $3.92M | Buy |
15,976
+1,113
| +7% | +$273K | 0.25% | 83 |
|
|
2024
Q4 | $3.56M | Buy |
14,863
+293
| +2% | +$70.2K | 0.24% | 89 |
|
|
2024
Q3 | $3.07M | Sell |
14,570
-557
| -4% | -$117K | 0.21% | 104 |
|
|
2024
Q2 | $3.06M | Sell |
15,127
-765
| -5% | -$155K | 0.23% | 96 |
|
|
2024
Q1 | $3.18M | Buy |
15,892
+69
| +0.4% | +$13.8K | 0.24% | 97 |
|
|
2023
Q4 | $2.69M | Buy |
15,823
+688
| +5% | +$117K | 0.23% | 90 |
|
|
2023
Q3 | $2.19M | Sell |
15,135
-2,539
| -14% | -$368K | 0.2% | 103 |
|
|
2023
Q2 | $2.57M | Sell |
17,674
-454
| -3% | -$66K | 0.23% | 89 |
|
|
2023
Q1 | $2.36M | Sell |
18,128
-386
| -2% | -$50.3K | 0.2% | 97 |
|
|
2022
Q4 | $2.48M | Buy |
18,514
+1,134
| +7% | +$152K | 0.24% | 73 |
|
|
2022
Q3 | $1.82M | Sell |
17,380
-91
| -0.5% | -$9.51K | 0.22% | 75 |
|
|
2022
Q2 | $1.97M | Buy |
17,471
+173
| +1% | +$19.5K | 0.23% | 71 |
|
|
2022
Q1 | $2.36M | Buy |
17,298
+881
| +5% | +$120K | 0.24% | 57 |
|
|
2021
Q4 | $2.6M | Sell |
16,417
-62
| -0.4% | -$9.82K | 0.26% | 61 |
|
|
2021
Q3 | $2.7M | Buy |
16,479
+144
| +0.9% | +$23.6K | 0.27% | 60 |
|
|
2021
Q2 | $2.54M | Buy |
16,335
+814
| +5% | +$127K | 0.25% | 65 |
|
|
2021
Q1 | $2.36M | Buy |
15,521
+699
| +5% | +$106K | 0.25% | 64 |
|
|
2020
Q4 | $1.88M | Sell |
14,822
-551
| -4% | -$70K | 0.23% | 69 |
|
|
2020
Q3 | $1.48M | Sell |
15,373
-1,038
| -6% | -$99.9K | 0.21% | 72 |
|
|
2020
Q2 | $1.54M | Sell |
16,411
-459
| -3% | -$43.2K | 0.24% | 60 |
|
|
2020
Q1 | $1.52M | Buy |
16,870
+633
| +4% | +$57K | 0.29% | 57 |
|
|
2019
Q4 | $2.26M | Buy |
16,237
+1,809
| +13% | +$252K | 0.37% | 63 |
|
|
2019
Q3 | $1.7M | Buy |
14,428
+32
| +0.2% | +$3.77K | 0.31% | 67 |
|
|
2019
Q2 | $1.61M | Buy |
14,396
+361
| +3% | +$40.3K | 0.31% | 68 |
|
|
2019
Q1 | $1.42M | Sell |
14,035
-1,826
| -12% | -$185K | 0.3% | 65 |
|
|
2018
Q4 | $1.55M | Buy |
15,861
+1,498
| +10% | +$146K | 0.43% | 39 |
|
|
2018
Q3 | $1.62M | Buy |
14,363
+455
| +3% | +$51.3K | 0.37% | 42 |
|
|
2018
Q2 | $1.45M | Buy |
13,908
+3,406
| +32% | +$355K | 0.37% | 42 |
|
|
2018
Q1 | $1.16M | Buy |
10,502
+553
| +6% | +$60.8K | 0.28% | 48 |
|
|
2017
Q4 | $1.06M | Sell |
9,949
-3,522
| -26% | -$377K | 0.26% | 50 |
|
|
2017
Q3 | $1.29M | Sell |
13,471
-104
| -0.8% | -$9.94K | 0.33% | 42 |
|
|
2017
Q2 | $1.24M | Buy |
13,575
+1,153
| +9% | +$105K | 0.35% | 41 |
|
|
2017
Q1 | $1.07M | Hold |
12,422
| – | – | 0.33% | 40 |
|
|
2016
Q4 | $1.07M | Buy |
12,422
+904
| +8% | +$78K | 0.33% | 40 |
|
|
2016
Q3 | $767K | Sell |
11,518
-745
| -6% | -$49.6K | 0.24% | 50 |
|
|
2016
Q2 | $762K | Buy |
12,263
+1,802
| +17% | +$112K | 0.26% | 51 |
|
|
2016
Q1 | $619K | Buy |
10,461
+3,260
| +45% | +$193K | 0.25% | 47 |
|
|
2015
Q4 | $476K | Buy |
7,201
+485
| +7% | +$32.1K | 0.44% | 33 |
|
|
2015
Q3 | $409K | Buy |
+6,716
| New | +$409K | 0.19% | 54 |
|