Hager Investment Management Services’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
$3.95M Sell
13,624
-237
-2% -$68.7K 2.36% 13
2025
Q1
$3.4M Sell
13,861
-529
-4% -$130K 2.38% 12
2024
Q4
$3.45M Buy
+14,390
New +$3.45M 2.15% 14