L.M. Kohn & Company’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 | $5.19M | Sell |
17,895
-475
| -3% | -$138K | 1.4% | 13 |
|
|
2025
Q1 | $4.51M | Buy |
18,370
+350
| +2% | +$85.9K | 1.18% | 20 |
|
|
2024
Q4 | $4.32M | Sell |
18,020
-15
| -0.1% | -$3.6K | 1.12% | 18 |
|
|
2024
Q3 | $3.8M | Buy |
18,035
+72
| +0.4% | +$15.2K | 0.96% | 18 |
|
|
2024
Q2 | $3.63M | Buy |
17,963
+935
| +5% | +$189K | 0.98% | 18 |
|
|
2024
Q1 | $3.41M | Buy |
17,028
+779
| +5% | +$156K | 0.96% | 17 |
|
|
2023
Q4 | $2.76M | Buy |
16,249
+1,110
| +7% | +$189K | 0.88% | 19 |
|
|
2023
Q3 | $2.2M | Sell |
15,139
-74
| -0.5% | -$10.7K | 0.8% | 19 |
|
|
2023
Q2 | $2.21M | Buy |
15,213
+3,450
| +29% | +$502K | 0.84% | 20 |
|
|
2023
Q1 | $1.53M | Buy |
11,763
+236
| +2% | +$30.8K | 0.64% | 28 |
|
|
2022
Q4 | $1.55M | Buy |
11,527
+176
| +2% | +$23.6K | 0.72% | 27 |
|
|
2022
Q3 | $1.19M | Sell |
11,351
-95
| -0.8% | -$9.93K | 0.58% | 40 |
|
|
2022
Q2 | $1.29M | Buy |
11,446
+176
| +2% | +$19.8K | 0.6% | 40 |
|
|
2022
Q1 | $1.54M | Buy |
+11,270
| New | +$1.54M | 0.59% | 35 |
|