M. Kraus & Co’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 | $2.49M | Hold |
8,572
| – | – | 0.73% | 31 |
|
|
2025
Q1 | $2.1M | Sell |
8,572
-45
| -0.5% | -$11K | 0.64% | 33 |
|
|
2024
Q4 | $2.07M | Sell |
8,617
-141
| -2% | -$33.8K | 0.62% | 33 |
|
|
2024
Q3 | $1.85M | Hold |
8,758
| – | – | 0.54% | 32 |
|
|
2024
Q2 | $1.77M | Buy |
8,758
+150
| +2% | +$30.3K | 0.54% | 33 |
|
|
2024
Q1 | $1.72M | Buy |
8,608
+359
| +4% | +$71.9K | 0.52% | 33 |
|
|
2023
Q4 | $1.4M | Hold |
8,249
| – | – | 0.46% | 34 |
|
|
2023
Q3 | $1.2M | Hold |
8,249
| – | – | 0.42% | 35 |
|
|
2023
Q2 | $1.2M | Buy |
8,249
+15
| +0.2% | +$2.18K | 0.4% | 34 |
|
|
2023
Q1 | $1.07M | Buy |
8,234
+717
| +10% | +$93.4K | 0.38% | 35 |
|
|
2022
Q4 | $1.01M | Sell |
7,517
-9
| -0.1% | -$1.21K | 0.37% | 36 |
|
|
2022
Q3 | $786K | Buy |
7,526
+88
| +1% | +$9.19K | 0.33% | 39 |
|
|
2022
Q2 | $838K | Hold |
7,438
| – | – | 0.32% | 38 |
|
|
2022
Q1 | $1.01M | Sell |
7,438
-8
| -0.1% | -$1.09K | 0.34% | 35 |
|
|
2021
Q4 | $1.18M | Buy |
7,446
+133
| +2% | +$21.1K | 0.38% | 34 |
|
|
2021
Q3 | $1.2M | Buy |
7,313
+11
| +0.2% | +$1.8K | 0.43% | 32 |
|
|
2021
Q2 | $1.14M | Buy |
7,302
+62
| +0.9% | +$9.65K | 0.41% | 33 |
|
|
2021
Q1 | $1.1M | Buy |
7,240
+291
| +4% | +$44.3K | 0.43% | 33 |
|
|
2020
Q4 | $883K | Sell |
6,949
-274
| -4% | -$34.8K | 0.37% | 35 |
|
|
2020
Q3 | $695K | Buy |
7,223
+53
| +0.7% | +$5.1K | 0.33% | 37 |
|
|
2020
Q2 | $674K | Buy |
7,170
+750
| +12% | +$70.5K | 0.35% | 36 |
|
|
2020
Q1 | $578K | Sell |
6,420
-25
| -0.4% | -$2.25K | 0.35% | 35 |
|
|
2019
Q4 | $898K | Sell |
6,445
-54
| -0.8% | -$7.52K | 0.45% | 32 |
|
|
2019
Q3 | $765K | Buy |
6,499
+194
| +3% | +$22.8K | 0.42% | 33 |
|
|
2019
Q2 | $705K | Buy |
6,305
+569
| +10% | +$63.6K | 0.39% | 34 |
|
|
2019
Q1 | $581K | Hold |
5,736
| – | – | 0.34% | 35 |
|
|
2018
Q4 | $560K | Buy |
5,736
+1,170
| +26% | +$114K | 0.37% | 36 |
|
|
2018
Q3 | $515K | Buy |
4,566
+500
| +12% | +$56.4K | 0.3% | 40 |
|
|
2018
Q2 | $424K | Sell |
4,066
-25
| -0.6% | -$2.61K | 0.27% | 39 |
|
|
2018
Q1 | $450K | Hold |
4,091
| – | – | 0.29% | 36 |
|
|
2017
Q4 | $437K | Hold |
4,091
| – | – | 0.26% | 39 |
|
|
2017
Q3 | $391K | Sell |
4,091
-242
| -6% | -$23.1K | 0.24% | 41 |
|
|
2017
Q2 | $396K | Buy |
4,333
+2
| +0% | +$183 | 0.25% | 41 |
|
|
2017
Q1 | $380K | Sell |
4,331
-216
| -5% | -$19K | 0.25% | 43 |
|
|
2016
Q4 | $392K | Buy |
4,547
+905
| +25% | +$78K | 0.27% | 41 |
|
|
2016
Q3 | $243K | Buy |
3,642
+4
| +0.1% | +$267 | 0.17% | 45 |
|
|
2016
Q2 | $226K | Hold |
3,638
| – | – | 0.16% | 46 |
|
|
2016
Q1 | $215K | Hold |
3,638
| – | – | 0.16% | 49 |
|
|
2015
Q4 | $240K | Hold |
3,638
| – | – | 0.18% | 48 |
|
|
2015
Q3 | $222K | Hold |
3,638
| – | – | 0.18% | 48 |
|
|
2015
Q2 | $247K | Hold |
3,638
| – | – | 0.18% | 45 |
|
|
2015
Q1 | $220K | Sell |
3,638
-100
| -3% | -$6.05K | 0.16% | 45 |
|
|
2014
Q4 | $234K | Sell |
3,738
-25
| -0.7% | -$1.57K | 0.17% | 46 |
|
|
2014
Q3 | $227K | Sell |
3,763
-200
| -5% | -$12.1K | 0.17% | 43 |
|
|
2014
Q2 | $228K | Hold |
3,963
| – | – | 0.17% | 45 |
|
|
2014
Q1 | $241K | Hold |
3,963
| – | – | 0.2% | 45 |
|
|
2013
Q4 | $232K | Buy |
+3,963
| New | +$232K | 0.19% | 46 |
|