Kuhn & Co Investment Counsel’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 | $811K | Sell |
2,796
-41
| -1% | -$11.9K | 0.61% | 54 |
|
|
2025
Q1 | $696K | Buy |
2,837
+1,482
| +109% | +$364K | 0.59% | 56 |
|
|
2024
Q4 | $325K | Buy |
1,355
+80
| +6% | +$19.2K | 0.28% | 102 |
|
|
2024
Q3 | $269K | Buy |
1,275
+123
| +11% | +$25.9K | 0.23% | 112 |
|
|
2024
Q2 | $233K | Sell |
1,152
-70
| -6% | -$14.2K | 0.21% | 114 |
|
|
2024
Q1 | $245K | Hold |
1,222
| – | – | 0.23% | 113 |
|
|
2023
Q4 | $208K | Buy |
+1,222
| New | +$208K | 0.21% | 117 |
|