M. Kulyk & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-952
| Closed | -$228K | – | 104 |
|
|
2024
Q4 | $228K | Buy |
+952
| New | +$228K | 0.05% | 96 |
|
|
2022
Q2 | – | Sell |
-1,534
| Closed | -$209K | – | 99 |
|
|
2022
Q1 | $209K | Sell |
1,534
-211
| -12% | -$28.7K | 0.06% | 101 |
|
|
2021
Q4 | $276K | Buy |
1,745
+409
| +31% | +$64.7K | 0.07% | 83 |
|
|
2021
Q3 | $219K | Buy |
+1,336
| New | +$219K | 0.07% | 70 |
|
|
2021
Q2 | – | Sell |
-1,397
| Closed | -$213K | – | 68 |
|
|
2021
Q1 | $213K | Buy |
+1,397
| New | +$213K | 0.08% | 70 |
|