KL
KWMG LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
1,694
-17
| -1% | -$4.93K | 0.05% | 120 |
|
|
2025
Q1 | $420K | Buy |
1,711
+17
| +1% | +$4.17K | 0.04% | 123 |
|
|
2024
Q4 | $406K | Sell |
1,694
-2
| -0.1% | -$479 | 0.04% | 119 |
|
|
2024
Q3 | $358K | Buy |
1,696
+385
| +29% | +$81.2K | 0.04% | 121 |
|
|
2024
Q2 | $265K | Sell |
1,311
-43
| -3% | -$8.7K | 0.03% | 125 |
|
|
2024
Q1 | $271K | Sell |
1,354
-59
| -4% | -$11.8K | 0.03% | 122 |
|
|
2023
Q4 | $240K | Sell |
1,413
-51
| -3% | -$8.68K | 0.03% | 135 |
|
|
2023
Q3 | $212K | Hold |
1,464
| – | – | 0.03% | 133 |
|
|
2023
Q2 | $213K | Sell |
1,464
-363
| -20% | -$52.8K | 0.03% | 133 |
|
|
2023
Q1 | $238K | Buy |
1,827
+231
| +14% | +$30.1K | 0.03% | 133 |
|
|
2022
Q4 | $214K | Buy |
+1,596
| New | +$214K | 0.03% | 135 |
|
|
2022
Q2 | – | Sell |
-1,526
| Closed | -$208K | – | 143 |
|
|
2022
Q1 | $208K | Buy |
1,526
+29
| +2% | +$3.95K | 0.03% | 140 |
|
|
2021
Q4 | $237K | Buy |
1,497
+12
| +0.8% | +$1.9K | 0.03% | 142 |
|
|
2021
Q3 | $243K | Hold |
1,485
| – | – | 0.04% | 136 |
|
|
2021
Q2 | $224K | Buy |
1,485
+75
| +5% | +$11.3K | 0.03% | 140 |
|
|
2021
Q1 | $215K | Buy |
+1,410
| New | +$215K | 0.03% | 140 |
|
|
2020
Q1 | – | Sell |
-1,489
| Closed | -$208K | – | 126 |
|
|
2019
Q4 | $208K | Buy |
+1,489
| New | +$208K | 0.05% | 115 |
|
|
2019
Q2 | – | Sell |
-1,512
| Closed | -$153K | – | 287 |
|
|
2019
Q1 | $153K | Hold |
1,512
| – | – | 0.04% | 119 |
|
|
2018
Q4 | $148K | Hold |
1,512
| – | – | 0.04% | 120 |
|
|
2018
Q3 | $171K | Hold |
1,512
| – | – | 0.04% | 109 |
|
|
2018
Q2 | $158K | Buy |
+1,512
| New | +$158K | 0.04% | 110 |
|