FHC
First Heartland Consultants’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
9,303
+817
| +10% | +$237K | 0.24% | 92 |
|
|
2025
Q1 | $2.08M | Buy |
8,486
+91
| +1% | +$22.3K | 0.21% | 97 |
|
|
2024
Q4 | $2.01M | Sell |
8,395
-136
| -2% | -$32.6K | 0.21% | 104 |
|
|
2024
Q3 | $1.8M | Buy |
8,531
+171
| +2% | +$36.1K | 0.19% | 97 |
|
|
2024
Q2 | $1.69K | Buy |
8,360
+1,656
| +25% | +$335 | 0.12% | 122 |
|
|
2024
Q1 | $1.34M | Buy |
6,704
+374
| +6% | +$74.9K | 0.14% | 142 |
|
|
2023
Q4 | $1.08M | Buy |
6,330
+264
| +4% | +$44.9K | 0.13% | 136 |
|
|
2023
Q3 | $880K | Buy |
6,066
+246
| +4% | +$35.7K | 0.11% | 154 |
|
|
2023
Q2 | $846K | Sell |
5,820
-621
| -10% | -$90.3K | 0.11% | 153 |
|
|
2023
Q1 | $839K | Buy |
6,441
+148
| +2% | +$19.3K | 0.13% | 149 |
|
|
2022
Q4 | $844K | Buy |
6,293
+1,383
| +28% | +$185K | 0.14% | 138 |
|
|
2022
Q3 | $513 | Sell |
4,910
-55
| -1% | -$6 | 0.04% | 181 |
|
|
2022
Q2 | $559K | Sell |
4,965
-150
| -3% | -$16.9K | 0.09% | 175 |
|
|
2022
Q1 | $697K | Buy |
5,115
+1,130
| +28% | +$154K | 0.11% | 146 |
|
|
2021
Q4 | $631 | Sell |
3,985
-668
| -14% | -$106 | 0.02% | 165 |
|
|
2021
Q3 | $762K | Buy |
4,653
+26
| +0.6% | +$4.26K | 0.12% | 157 |
|
|
2021
Q2 | $720K | Buy |
4,627
+123
| +3% | +$19.1K | 0.11% | 159 |
|
|
2021
Q1 | $686K | Buy |
4,504
+837
| +23% | +$127K | 0.11% | 161 |
|
|
2020
Q4 | $466K | Sell |
3,667
-898
| -20% | -$114K | 0.08% | 175 |
|
|
2020
Q3 | $439K | Sell |
4,565
-656
| -13% | -$63.1K | 0.08% | 163 |
|
|
2020
Q2 | $491K | Buy |
5,221
+714
| +16% | +$67.1K | 0.1% | 157 |
|
|
2020
Q1 | $406K | Buy |
4,507
+338
| +8% | +$30.4K | 0.1% | 147 |
|
|
2019
Q4 | $581K | Buy |
4,169
+76
| +2% | +$10.6K | 0.11% | 164 |
|
|
2019
Q3 | $482K | Sell |
4,093
-16
| -0.4% | -$1.88K | 0.1% | 159 |
|
|
2019
Q2 | $459K | Sell |
4,109
-15
| -0.4% | -$1.68K | 0.11% | 162 |
|
|
2019
Q1 | $418K | Buy |
4,124
+1,113
| +37% | +$113K | 0.12% | 160 |
|
|
2018
Q4 | $294K | Sell |
3,011
-287
| -9% | -$28K | 0.11% | 177 |
|
|
2018
Q3 | $372K | Sell |
3,298
-480
| -13% | -$54.1K | 0.12% | 166 |
|
|
2018
Q2 | $394K | Sell |
3,778
-772
| -17% | -$80.5K | 0.14% | 158 |
|
|
2018
Q1 | $500K | Buy |
4,550
+912
| +25% | +$100K | 0.15% | 154 |
|
|
2017
Q4 | $389K | Sell |
3,638
-2,606
| -42% | -$279K | 0.12% | 187 |
|
|
2017
Q3 | $596K | Sell |
6,244
-1,070
| -15% | -$102K | 0.14% | 186 |
|
|
2017
Q2 | $668K | Sell |
7,314
-257
| -3% | -$23.5K | 0.17% | 165 |
|
|
2017
Q1 | $665K | Sell |
7,571
-893
| -11% | -$78.4K | 0.19% | 148 |
|
|
2016
Q4 | $730K | Sell |
8,464
-18,592
| -69% | -$1.6M | 0.22% | 124 |
|
|
2016
Q3 | $1.8M | Sell |
27,056
-250
| -0.9% | -$16.7K | 0.52% | 46 |
|
|
2016
Q2 | $1.7K | Buy |
27,306
+1,539
| +6% | +$96 | 0.19% | 48 |
|
|
2016
Q1 | $1.53M | Sell |
25,767
-422
| -2% | -$25K | 0.58% | 35 |
|
|
2015
Q4 | $1.73M | Buy |
26,189
+119
| +0.5% | +$7.86K | 0.66% | 33 |
|
|
2015
Q3 | $1.59M | Buy |
26,070
+47
| +0.2% | +$2.87K | 0.66% | 33 |
|
|
2015
Q2 | $1.76K | Buy |
26,023
+61
| +0.2% | +$4 | 0.48% | 37 |
|
|
2015
Q1 | $1.57M | Sell |
25,962
-15,396
| -37% | -$933K | 0.6% | 40 |
|
|
2014
Q4 | $2.59M | Buy |
41,358
+444
| +1% | +$27.8K | 1.07% | 13 |
|
|
2014
Q3 | $2.47M | Sell |
40,914
-711
| -2% | -$42.8K | 1.08% | 16 |
|
|
2014
Q2 | $2.4M | Sell |
41,625
-2,286
| -5% | -$132K | 1.08% | 17 |
|
|
2014
Q1 | $2.67M | Buy |
43,911
+186
| +0.4% | +$11.3K | 1.31% | 17 |
|
|
2013
Q4 | $2.56M | Sell |
43,725
-3,843
| -8% | -$225K | 1.44% | 14 |
|
|
2013
Q3 | $2.47M | Buy |
47,568
+1,448
| +3% | +$75.2K | 1.49% | 12 |
|
|
2013
Q2 | $2.44M | Buy |
+46,120
| New | +$2.44M | 1.41% | 15 |
|