AHC
Anderson Hoagland & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Sell |
88,807
-1,498
| -2% | -$434K | 2.46% | 10 |
|
|
2025
Q1 | $19.6M | Sell |
90,305
-8,210
| -8% | -$1.78M | 2.32% | 11 |
|
|
2024
Q4 | $25.5M | Sell |
98,515
-1,571
| -2% | -$407K | 2.63% | 11 |
|
|
2024
Q3 | $21.1M | Sell |
100,086
-10
| -0% | -$2.11K | 2.16% | 13 |
|
|
2024
Q2 | $20.8M | Sell |
100,096
-384
| -0.4% | -$79.7K | 2.18% | 13 |
|
|
2024
Q1 | $19.6M | Sell |
100,480
-1,142
| -1% | -$223K | 2.2% | 12 |
|
|
2023
Q4 | $17.1M | Sell |
101,622
-2,920
| -3% | -$491K | 2.09% | 14 |
|
|
2023
Q3 | $15.2M | Buy |
104,542
+386
| +0.4% | +$56K | 2.03% | 14 |
|
|
2023
Q2 | $15.1M | Sell |
104,156
-703
| -0.7% | -$102K | 1.95% | 14 |
|
|
2023
Q1 | $13.7M | Sell |
104,859
-75
| -0.1% | -$9.77K | 1.96% | 14 |
|
|
2022
Q4 | $14.1M | Sell |
104,934
-51
| -0% | -$6.87K | 2.06% | 13 |
|
|
2022
Q3 | $11M | Sell |
104,985
-830
| -0.8% | -$86.7K | 1.76% | 14 |
|
|
2022
Q2 | $12.1M | Sell |
105,815
-6
| -0% | -$688 | 1.82% | 16 |
|
|
2022
Q1 | $14.4M | Sell |
105,821
-747
| -0.7% | -$102K | 1.86% | 15 |
|
|
2021
Q4 | $15.4M | Buy |
106,568
+1,231
| +1% | +$178K | 2.02% | 12 |
|
|
2021
Q3 | $17.2M | Sell |
105,337
-1,509
| -1% | -$247K | 2.2% | 13 |
|
|
2021
Q2 | $16.6M | Buy |
106,846
+1,539
| +1% | +$239K | 2.11% | 13 |
|
|
2021
Q1 | $16M | Buy |
105,307
+5,005
| +5% | +$762K | 2.27% | 11 |
|
|
2020
Q4 | $12.7M | Buy |
100,302
+30,383
| +43% | +$3.86M | 2.02% | 14 |
|
|
2020
Q3 | $6.58M | Buy |
69,919
+1,637
| +2% | +$154K | 3.14% | 6 |
|
|
2020
Q2 | $6.42M | Sell |
68,282
-2,139
| -3% | -$201K | 3.03% | 7 |
|
|
2020
Q1 | $6.46M | Buy |
70,421
+7,405
| +12% | +$679K | 3.99% | 6 |
|
|
2019
Q4 | $8.3M | Sell |
63,016
-5,848
| -8% | -$771K | 4.7% | 5 |
|
|
2019
Q3 | $7.57M | Sell |
68,864
-461
| -0.7% | -$50.6K | 4.59% | 5 |
|
|
2019
Q2 | $7.35M | Sell |
69,325
-1,808
| -3% | -$192K | 4.55% | 5 |
|
|
2019
Q1 | $7.64M | Buy |
71,133
+452
| +0.6% | +$48.5K | 4.6% | 3 |
|
|
2018
Q4 | $6.82M | Sell |
70,681
-552
| -0.8% | -$53.2K | 4.84% | 3 |
|
|
2018
Q3 | $8.13M | Sell |
71,233
-11,811
| -14% | -$1.35M | 4.57% | 3 |
|
|
2018
Q2 | $8.65M | Buy |
83,044
+100
| +0.1% | +$10.4K | 4.83% | 2 |
|
|
2018
Q1 | $9.12M | Sell |
82,944
-662
| -0.8% | -$72.8K | 5.25% | 2 |
|
|
2017
Q4 | $8.94M | Sell |
83,606
-4,826
| -5% | -$516K | 5.26% | 2 |
|
|
2017
Q3 | $8.45M | Sell |
88,432
-1,727
| -2% | -$165K | 5.2% | 1 |
|
|
2017
Q2 | $8.2M | Sell |
90,159
-17,551
| -16% | -$1.6M | 5.24% | 1 |
|
|
2017
Q1 | $9.46M | Buy |
107,710
+131
| +0.1% | +$11.5K | 5.1% | 1 |
|
|
2016
Q4 | $9.28M | Sell |
107,579
-3,256
| -3% | -$281K | 5.41% | 1 |
|
|
2016
Q3 | $7.38M | Buy |
110,835
+606
| +0.5% | +$40.4K | 4.24% | 1 |
|
|
2016
Q2 | $6.8M | Buy |
110,229
+97
| +0.1% | +$5.98K | 4.18% | 1 |
|
|
2016
Q1 | $6.52M | Buy |
110,132
+3,526
| +3% | +$209K | 4.05% | 1 |
|
|
2015
Q4 | $6.99M | Sell |
106,606
-765
| -0.7% | -$50.2K | 4.3% | 1 |
|
|
2015
Q3 | $6.55M | Sell |
107,371
-6,405
| -6% | -$390K | 4.16% | 1 |
|
|
2015
Q2 | $7.71M | Sell |
113,776
-1,230
| -1% | -$83.3K | 4.49% | 1 |
|
|
2015
Q1 | $7.28M | Buy |
115,006
+4,580
| +4% | +$290K | 4.21% | 1 |
|
|
2014
Q4 | $6.91M | Buy |
110,426
+13
| +0% | +$813 | 4.2% | 1 |
|
|
2014
Q3 | $6.56M | Buy |
110,413
+900
| +0.8% | +$53.5K | 4.07% | 1 |
|
|
2014
Q2 | $6.31M | Sell |
109,513
-5,095
| -4% | -$294K | 4.06% | 1 |
|
|
2014
Q1 | $6.96M | Sell |
114,608
-4,883
| -4% | -$296K | 4.62% | 1 |
|
|
2013
Q4 | $6.99M | Sell |
119,491
-3,603
| -3% | -$211K | 4.82% | 1 |
|
|
2013
Q3 | $6.36M | Buy |
123,094
+27,250
| +28% | +$1.41M | 4.41% | 2 |
|
|
2013
Q2 | $5.06M | Buy |
+95,844
| New | +$5.06M | 6.1% | 2 |
|