Abel Hall LLC’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 | $1.58M | Buy |
5,435
+1,551
| +40% | +$450K | 0.73% | 23 |
|
|
2025
Q1 | $953K | Sell |
3,884
-935
| -19% | -$229K | 0.58% | 27 |
|
|
2024
Q4 | $1.16M | Buy |
4,819
+108
| +2% | +$25.9K | 0.74% | 25 |
|
|
2024
Q3 | $993K | Sell |
4,711
-47
| -1% | -$9.91K | 0.65% | 24 |
|
|
2024
Q2 | $962K | Buy |
4,758
+1,249
| +36% | +$253K | 0.68% | 25 |
|
|
2024
Q1 | $703K | Buy |
3,509
+179
| +5% | +$35.9K | 0.53% | 31 |
|
|
2023
Q4 | $566K | Buy |
+3,330
| New | +$566K | 0.48% | 31 |
|