Donald L. Hagan 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 | $1.79M | Sell |
6,189
-4,314
| -41% | -$1.25M | 0.9% | 19 |
|
|
2025
Q1 | $2.58M | Buy |
10,503
+244
| +2% | +$59.9K | 1.34% | 11 |
|
|
2024
Q4 | $2.46M | Sell |
10,259
-491
| -5% | -$118K | 1.28% | 14 |
|
|
2024
Q3 | $2.27M | Sell |
10,750
-632
| -6% | -$133K | 1.16% | 14 |
|
|
2024
Q2 | $2.3M | Sell |
11,382
-1,066
| -9% | -$216K | 1.22% | 13 |
|
|
2024
Q1 | $2.49M | Sell |
12,448
-169
| -1% | -$33.9K | 1.3% | 14 |
|
|
2023
Q4 | $2.15M | Sell |
12,617
-369
| -3% | -$62.8K | 1.17% | 14 |
|
|
2023
Q3 | $1.88M | Sell |
12,986
-82
| -0.6% | -$11.9K | 1.13% | 14 |
|
|
2023
Q2 | $1.9M | Sell |
13,068
-491
| -4% | -$71.4K | 1.07% | 14 |
|
|
2023
Q1 | $1.77M | Buy |
13,559
+915
| +7% | +$119K | 0.97% | 16 |
|
|
2022
Q4 | $1.7M | Buy |
12,644
+1,125
| +10% | +$151K | 1.07% | 16 |
|
|
2022
Q3 | $1.2M | Buy |
11,519
+4,364
| +61% | +$456K | 0.85% | 20 |
|
|
2022
Q2 | $806K | Buy |
7,155
+451
| +7% | +$50.8K | 0.51% | 50 |
|
|
2022
Q1 | $914K | Buy |
6,704
+128
| +2% | +$17.5K | 0.51% | 48 |
|
|
2021
Q4 | $1.04M | Buy |
6,576
+193
| +3% | +$30.6K | 0.54% | 41 |
|
|
2021
Q3 | $1.05M | Buy |
6,383
+408
| +7% | +$66.8K | 0.61% | 37 |
|
|
2021
Q2 | $929K | Buy |
5,975
+321
| +6% | +$49.9K | 0.55% | 40 |
|
|
2021
Q1 | $861K | Sell |
5,654
-1,711
| -23% | -$261K | 0.57% | 34 |
|
|
2020
Q4 | $936K | Sell |
7,365
-826
| -10% | -$105K | 0.68% | 26 |
|
|
2020
Q3 | $789K | Buy |
+8,191
| New | +$789K | 0.63% | 31 |
|
|
2019
Q4 | – | Sell |
-2,788
| Closed | -$334K | – | 94 |
|
|
2019
Q3 | $334K | Hold |
2,788
| – | – | 0.27% | 78 |
|
|
2019
Q2 | $312K | Hold |
2,788
| – | – | 0.27% | 75 |
|
|
2019
Q1 | $282K | Hold |
2,788
| – | – | 0.24% | 77 |
|
|
2018
Q4 | $272K | Hold |
2,788
| – | – | 0.25% | 67 |
|
|
2018
Q3 | $315K | Hold |
2,788
| – | – | 0.25% | 65 |
|
|
2018
Q2 | $291K | Hold |
2,788
| – | – | 0.23% | 66 |
|
|
2018
Q1 | $306K | Hold |
2,788
| – | – | 0.26% | 62 |
|
|
2017
Q4 | $298K | Hold |
2,788
| – | – | 0.25% | 58 |
|
|
2017
Q3 | $266K | Hold |
2,788
| – | – | 0.24% | 64 |
|
|
2017
Q2 | $255K | Hold |
2,788
| – | – | 0.24% | 65 |
|
|
2017
Q1 | $245K | Buy |
+2,788
| New | +$245K | 0.24% | 64 |
|
|
2016
Q2 | – | Sell |
-2,599
| Closed | -$154K | – | 198 |
|
|
2016
Q1 | $154K | Buy |
+2,599
| New | +$154K | 0.14% | 81 |
|
|
2015
Q4 | – | Sell |
-2,493
| Closed | -$152K | – | 192 |
|
|
2015
Q3 | $152K | Buy |
+2,493
| New | +$152K | 0.14% | 79 |
|