SWK
Stephen W. Kidder’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
10,253
-287
| -3% | -$83.2K | 0.89% | 29 |
|
|
2025
Q1 | $2.59M | Hold |
10,540
| – | – | 0.81% | 31 |
|
|
2024
Q4 | $2.53M | Buy |
10,540
+133
| +1% | +$31.9K | 0.76% | 32 |
|
|
2024
Q3 | $2.19M | Sell |
10,407
-815
| -7% | -$172K | 0.65% | 34 |
|
|
2024
Q2 | $2.27M | Hold |
11,222
| – | – | 0.71% | 31 |
|
|
2024
Q1 | $2.25M | Sell |
11,222
-70
| -0.6% | -$14K | 0.72% | 31 |
|
|
2023
Q4 | $1.92M | Sell |
11,292
-175
| -2% | -$29.8K | 0.62% | 33 |
|
|
2023
Q3 | $1.66M | Sell |
11,467
-100
| -0.9% | -$14.5K | 0.58% | 33 |
|
|
2023
Q2 | $1.68M | Buy |
11,567
+800
| +7% | +$116K | 0.55% | 34 |
|
|
2023
Q1 | $1.4M | Hold |
10,767
| – | – | 0.49% | 37 |
|
|
2022
Q4 | $1.44M | Buy |
10,767
+7,030
| +188% | +$943K | 0.53% | 35 |
|
|
2022
Q3 | $390K | Hold |
3,737
| – | – | 0.16% | 52 |
|
|
2022
Q2 | $420K | Hold |
3,737
| – | – | 0.16% | 52 |
|
|
2022
Q1 | $510K | Buy |
3,737
+100
| +3% | +$13.6K | 0.16% | 54 |
|
|
2021
Q4 | $576K | Hold |
3,637
| – | – | 0.17% | 52 |
|
|
2021
Q3 | $595K | Hold |
3,637
| – | – | 0.19% | 50 |
|
|
2021
Q2 | $566K | Hold |
3,637
| – | – | 0.17% | 51 |
|
|
2021
Q1 | $554K | Hold |
3,637
| – | – | 0.18% | 51 |
|
|
2020
Q4 | $462K | Hold |
3,637
| – | – | 0.15% | 53 |
|
|
2020
Q3 | $351K | Hold |
3,637
| – | – | 0.12% | 59 |
|
|
2020
Q2 | $342K | Hold |
3,637
| – | – | 0.13% | 57 |
|
|
2020
Q1 | $327K | Buy |
3,637
+37
| +1% | +$3.33K | 0.15% | 56 |
|
|
2019
Q4 | $502K | Hold |
3,600
| – | – | 0.18% | 53 |
|
|
2019
Q3 | $424K | Sell |
3,600
-628
| -15% | -$74K | 0.17% | 54 |
|
|
2019
Q2 | $472K | Buy |
4,228
+628
| +17% | +$70.1K | 0.19% | 53 |
|
|
2019
Q1 | $364K | Hold |
3,600
| – | – | 0.15% | 55 |
|
|
2018
Q4 | $351K | Sell |
3,600
-290
| -7% | -$28.3K | 0.15% | 59 |
|
|
2018
Q3 | $439K | Hold |
3,890
| – | – | 0.16% | 64 |
|
|
2018
Q2 | $405K | Hold |
3,890
| – | – | 0.16% | 68 |
|
|
2018
Q1 | $428K | Hold |
3,890
| – | – | 0.16% | 67 |
|
|
2017
Q4 | $416K | Sell |
3,890
-100
| -3% | -$10.7K | 0.15% | 70 |
|
|
2017
Q3 | $381K | Hold |
3,990
| – | – | 0.14% | 69 |
|
|
2017
Q2 | $365K | Sell |
3,990
-50
| -1% | -$4.57K | 0.14% | 70 |
|
|
2017
Q1 | $354K | Sell |
4,040
-95
| -2% | -$8.32K | 0.14% | 72 |
|
|
2016
Q4 | $357K | Hold |
4,135
| – | – | 0.14% | 74 |
|
|
2016
Q3 | $275K | Sell |
4,135
-800
| -16% | -$53.2K | 0.11% | 86 |
|
|
2016
Q2 | $307K | Buy |
4,935
+555
| +13% | +$34.5K | 0.12% | 88 |
|
|
2016
Q1 | $259K | Buy |
4,380
+3,600
| +462% | +$213K | 0.11% | 91 |
|
|
2015
Q4 | $51K | Buy |
+780
| New | +$51K | 0.02% | 96 |
|