Halbert Hargrove Global Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $174K | Buy |
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|
2025
Q2 | $84.9K | Sell |
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|
2025
Q1 | $78.2K | Buy |
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|
2024
Q4 | $59.2K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $838K | Buy |
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|
2022
Q2 | $807K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $961K | Buy |
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|
2020
Q4 | $740K | Buy |
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|
2020
Q3 | $558K | Buy |
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|
2020
Q2 | $539K | Sell |
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|
2020
Q1 | $567K | Buy |
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|
2019
Q4 | $800K | Sell |
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|
2019
Q3 | $908K | Buy |
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|
2019
Q2 | $673K | Sell |
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|
2019
Q1 | $622K | Sell |
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|
2018
Q4 | $606K | Buy |
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|
2018
Q3 | $683K | Sell |
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|
2018
Q2 | $644K | Sell |
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|
2018
Q1 | $690K | Sell |
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|
2017
Q4 | $690K | Sell |
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|
2017
Q3 | $636K | Sell |
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|
2017
Q2 | $619K | Sell |
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|
2017
Q1 | $635K | Sell |
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|
2016
Q4 | $656K | Buy |
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|
2016
Q3 | $497K | Sell |
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|
2016
Q2 | $577K | Sell |
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|
2016
Q1 | $602K | Sell |
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|
2015
Q4 | $872K | Sell |
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|
2015
Q3 | $887K | Sell |
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|
2015
Q2 | $2.09M | Sell |
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|
2015
Q1 | $1.98M | Buy |
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|
2014
Q4 | $1.18M | Sell |
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|
2014
Q3 | $1.16M | Buy |
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|
2014
Q2 | $1.1M | Sell |
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|
2014
Q1 | $1.19M | Sell |
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|
2013
Q4 | $1.21M | Buy |
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|
2013
Q3 | $629K | Buy |
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|
2013
Q2 | $636K | Buy |
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