CDH
Charles D. Hyman’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $37.6M | Sell |
185,884
-287
| -0.2% | -$58K | 2.1% | 13 |
|
|
2024
Q1 | $37.3M | Sell |
186,171
-330
| -0.2% | -$66.1K | 2.06% | 15 |
|
|
2023
Q4 | $31.7M | Buy |
186,501
+442
| +0.2% | +$75.2K | 1.9% | 16 |
|
|
2023
Q3 | $27M | Buy |
186,059
+1,229
| +0.7% | +$178K | 1.75% | 18 |
|
|
2023
Q2 | $26.9M | Buy |
184,830
+980
| +0.5% | +$143K | 1.69% | 19 |
|
|
2023
Q1 | $24M | Buy |
183,850
+1,295
| +0.7% | +$169K | 1.6% | 20 |
|
|
2022
Q4 | $24.5M | Sell |
182,555
-25
| -0% | -$3.35K | 1.67% | 21 |
|
|
2022
Q3 | $19.1M | Buy |
182,580
+705
| +0.4% | +$73.7K | 1.47% | 21 |
|
|
2022
Q2 | $20.5M | Buy |
181,875
+213
| +0.1% | +$24K | 1.49% | 21 |
|
|
2022
Q1 | $24.8M | Buy |
181,662
+1,520
| +0.8% | +$207K | 1.56% | 21 |
|
|
2021
Q4 | $28.5M | Buy |
180,142
+452
| +0.3% | +$71.6K | 1.81% | 19 |
|
|
2021
Q3 | $29.4M | Buy |
179,690
+6,466
| +4% | +$1.06M | 2.06% | 15 |
|
|
2021
Q2 | $26.9M | Sell |
173,224
-1,535
| -0.9% | -$239K | 1.88% | 17 |
|
|
2021
Q1 | $26.6M | Buy |
174,759
+6,077
| +4% | +$925K | 1.95% | 18 |
|
|
2020
Q4 | $21.4M | Buy |
168,682
+1,099
| +0.7% | +$140K | 1.72% | 22 |
|
|
2020
Q3 | $16.1M | Sell |
167,583
-382
| -0.2% | -$36.8K | 1.43% | 25 |
|
|
2020
Q2 | $15.8M | Buy |
167,965
+26,587
| +19% | +$2.5M | 1.52% | 24 |
|
|
2020
Q1 | $12.7M | Buy |
141,378
+683
| +0.5% | +$61.5K | 1.6% | 21 |
|
|
2019
Q4 | $19.6M | Buy |
140,695
+9,689
| +7% | +$1.35M | 1.92% | 18 |
|
|
2019
Q3 | $15.4M | Buy |
131,006
+2,395
| +2% | +$282K | 1.61% | 23 |
|
|
2019
Q2 | $14.4M | Buy |
128,611
+2,525
| +2% | +$282K | 1.5% | 23 |
|
|
2019
Q1 | $12.8M | Buy |
126,086
+15,829
| +14% | +$1.6M | 1.31% | 28 |
|
|
2018
Q4 | $10.8M | Sell |
110,257
-385
| -0.3% | -$37.6K | 1.28% | 28 |
|
|
2018
Q3 | $12.5M | Buy |
110,642
+12,575
| +13% | +$1.42M | 1.3% | 27 |
|
|
2018
Q2 | $10.2M | Buy |
98,067
+5,900
| +6% | +$615K | 1.15% | 31 |
|
|
2018
Q1 | $10.1M | Buy |
92,167
+10,365
| +13% | +$1.14M | 1.17% | 30 |
|
|
2017
Q4 | $8.75M | Buy |
81,802
+8,811
| +12% | +$942K | 1% | 40 |
|
|
2017
Q3 | $6.97M | Buy |
72,991
+4,704
| +7% | +$449K | 0.87% | 44 |
|
|
2017
Q2 | $6.24M | Buy |
68,287
+4,968
| +8% | +$454K | 0.8% | 45 |
|
|
2017
Q1 | $5.56M | Buy |
63,319
+26,399
| +72% | +$2.32M | 0.74% | 47 |
|
|
2016
Q4 | $3.19M | Buy |
36,920
+7,855
| +27% | +$678K | 0.45% | 60 |
|
|
2016
Q3 | $1.94M | Buy |
29,065
+705
| +2% | +$46.9K | 0.29% | 73 |
|
|
2016
Q2 | $1.76M | Sell |
28,360
-130
| -0.5% | -$8.08K | 0.26% | 76 |
|
|
2016
Q1 | $1.69M | Sell |
28,490
-574
| -2% | -$34K | 0.27% | 75 |
|
|
2015
Q4 | $1.92M | Hold |
29,064
| – | – | 0.32% | 66 |
|
|
2015
Q3 | $1.77M | Hold |
29,064
| – | – | 0.31% | 69 |
|
|
2015
Q2 | $1.97M | Buy |
29,064
+1,150
| +4% | +$77.9K | 0.32% | 70 |
|
|
2015
Q1 | $1.69M | Sell |
27,914
-700
| -2% | -$42.4K | 0.27% | 74 |
|
|
2014
Q4 | $1.79M | Buy |
28,614
+234
| +0.8% | +$14.6K | 0.29% | 71 |
|
|
2014
Q3 | $1.71M | Hold |
28,380
| – | – | 0.29% | 70 |
|
|
2014
Q2 | $1.64M | Hold |
28,380
| – | – | 0.28% | 73 |
|
|
2014
Q1 | $1.72M | Hold |
28,380
| – | – | 0.31% | 69 |
|
|
2013
Q4 | $1.66M | Hold |
28,380
| – | – | 0.3% | 72 |
|
|
2013
Q3 | $1.47M | Sell |
28,380
-4,018
| -12% | -$208K | 0.29% | 75 |
|
|
2013
Q2 | $1.71M | Buy |
+32,398
| New | +$1.71M | 0.35% | 66 |
|