KFS
Kurt F. Somerville’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Hold |
1,995
| – | – | 0.1% | 68 |
|
|
2025
Q1 | $489K | Hold |
1,995
| – | – | 0.09% | 70 |
|
|
2024
Q4 | $478K | Hold |
1,995
| – | – | 0.08% | 68 |
|
|
2024
Q3 | $421K | Buy |
1,995
+46
| +2% | +$9.7K | 0.07% | 76 |
|
|
2024
Q2 | $394K | Hold |
1,949
| – | – | 0.07% | 77 |
|
|
2024
Q1 | $390K | Sell |
1,949
-345
| -15% | -$69.1K | 0.07% | 77 |
|
|
2023
Q4 | $390K | Hold |
2,294
| – | – | 0.07% | 75 |
|
|
2023
Q3 | $333K | Buy |
2,294
+264
| +13% | +$38.3K | 0.07% | 82 |
|
|
2023
Q2 | $295K | Hold |
2,030
| – | – | 0.06% | 88 |
|
|
2023
Q1 | $265K | Hold |
2,030
| – | – | 0.05% | 96 |
|
|
2022
Q4 | $272K | Sell |
2,030
-186
| -8% | -$24.9K | 0.05% | 96 |
|
|
2022
Q3 | $231K | Hold |
2,216
| – | – | 0.05% | 107 |
|
|
2022
Q2 | $249K | Buy |
2,216
+500
| +29% | +$56.2K | 0.05% | 104 |
|
|
2022
Q1 | $234K | Sell |
1,716
-19
| -1% | -$2.59K | 0.04% | 115 |
|
|
2021
Q4 | $275K | Buy |
1,735
+300
| +21% | +$47.6K | 0.04% | 115 |
|
|
2021
Q3 | $235K | Sell |
1,435
-366
| -20% | -$59.9K | 0.04% | 110 |
|
|
2021
Q2 | $280K | Buy |
1,801
+200
| +12% | +$31.1K | 0.04% | 103 |
|
|
2021
Q1 | $243K | Buy |
+1,601
| New | +$243K | 0.04% | 104 |
|
|
2020
Q3 | – | Sell |
-2,435
| Closed | -$229K | – | 109 |
|
|
2020
Q2 | $229K | Hold |
2,435
| – | – | 0.04% | 109 |
|
|
2020
Q1 | $219K | Buy |
2,435
+1,000
| +70% | +$89.9K | 0.05% | 101 |
|
|
2019
Q4 | $200K | Buy |
+1,435
| New | +$200K | 0.04% | 96 |
|
|
2017
Q3 | – | Sell |
-2,435
| Closed | -$222K | – | 108 |
|
|
2017
Q2 | $222K | Sell |
2,435
-1,000
| -29% | -$91.2K | 0.05% | 99 |
|
|
2017
Q1 | $302K | Hold |
3,435
| – | – | 0.06% | 90 |
|
|
2016
Q4 | $297K | Hold |
3,435
| – | – | 0.07% | 94 |
|
|
2016
Q3 | $229K | Hold |
3,435
| – | – | 0.05% | 101 |
|
|
2016
Q2 | $213K | Hold |
3,435
| – | – | 0.05% | 104 |
|
|
2016
Q1 | $203K | Sell |
3,435
-1,000
| -23% | -$59.1K | 0.05% | 108 |
|
|
2015
Q4 | $293K | Sell |
4,435
-400
| -8% | -$26.4K | 0.07% | 104 |
|
|
2015
Q3 | $294K | Sell |
4,835
-255
| -5% | -$15.5K | 0.07% | 102 |
|
|
2015
Q2 | $345K | Sell |
5,090
-2,000
| -28% | -$136K | 0.08% | 91 |
|
|
2015
Q1 | $429K | Sell |
7,090
-1,470
| -17% | -$88.9K | 0.1% | 87 |
|
|
2014
Q4 | $536K | Buy |
8,560
+3,160
| +59% | +$198K | 0.13% | 82 |
|
|
2014
Q3 | $325K | Hold |
5,400
| – | – | 0.13% | 84 |
|
|
2014
Q2 | $311K | Hold |
5,400
| – | – | 0.12% | 87 |
|
|
2014
Q1 | $328K | Sell |
5,400
-1,000
| -16% | -$60.7K | 0.13% | 83 |
|
|
2013
Q4 | $374K | Hold |
6,400
| – | – | 0.14% | 84 |
|
|
2013
Q3 | $331K | Sell |
6,400
-4,000
| -38% | -$207K | 0.13% | 84 |
|
|
2013
Q2 | $549K | Buy |
+10,400
| New | +$549K | 0.23% | 67 |
|