HHGA
Halbert Hargrove Global Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.9K | Sell |
293
-26
| -8% | -$7.54K | ﹤0.01% | 109 |
|
|
2025
Q1 | $78.2K | Buy |
319
+72
| +29% | +$17.6K | ﹤0.01% | 118 |
|
|
2024
Q4 | $59.2K | Buy |
+247
| New | +$59.2K | ﹤0.01% | 125 |
|
|
2024
Q1 | – | Sell |
-1,341
| Closed | -$228K | – | 95 |
|
|
2023
Q4 | $228K | Buy |
+1,341
| New | +$228K | 0.02% | 81 |
|
|
2023
Q2 | – | Sell |
-8,321
| Closed | -$1.08M | – | 125 |
|
|
2023
Q1 | $1.08M | Buy |
8,321
+590
| +8% | +$76.9K | 0.07% | 42 |
|
|
2022
Q4 | $1.04M | Sell |
7,731
-290
| -4% | -$38.9K | 0.07% | 42 |
|
|
2022
Q3 | $838K | Buy |
8,021
+853
| +12% | +$89.1K | 0.06% | 49 |
|
|
2022
Q2 | $807K | Sell |
7,168
-331
| -4% | -$37.3K | 0.06% | 54 |
|
|
2022
Q1 | $1.02M | Buy |
7,499
+180
| +2% | +$24.5K | 0.07% | 51 |
|
|
2021
Q4 | $1.16M | Buy |
7,319
+124
| +2% | +$19.6K | 0.07% | 45 |
|
|
2021
Q3 | $1.18M | Buy |
7,195
+175
| +2% | +$28.7K | 0.08% | 40 |
|
|
2021
Q2 | $1.09M | Buy |
7,020
+705
| +11% | +$110K | 0.07% | 40 |
|
|
2021
Q1 | $961K | Buy |
6,315
+486
| +8% | +$74K | 0.07% | 38 |
|
|
2020
Q4 | $740K | Buy |
5,829
+33
| +0.6% | +$4.19K | 0.06% | 40 |
|
|
2020
Q3 | $558K | Buy |
5,796
+74
| +1% | +$7.12K | 0.05% | 45 |
|
|
2020
Q2 | $539K | Sell |
5,722
-573
| -9% | -$54K | 0.08% | 33 |
|
|
2020
Q1 | $567K | Buy |
6,295
+559
| +10% | +$50.4K | 0.1% | 30 |
|
|
2019
Q4 | $800K | Sell |
5,736
-1,981
| -26% | -$276K | 0.21% | 23 |
|
|
2019
Q3 | $908K | Buy |
7,717
+1,693
| +28% | +$199K | 0.24% | 17 |
|
|
2019
Q2 | $673K | Sell |
6,024
-116
| -2% | -$13K | 0.18% | 22 |
|
|
2019
Q1 | $622K | Sell |
6,140
-68
| -1% | -$6.89K | 2.19% | 9 |
|
|
2018
Q4 | $606K | Buy |
6,208
+158
| +3% | +$15.4K | 0.14% | 30 |
|
|
2018
Q3 | $683K | Sell |
6,050
-131
| -2% | -$14.8K | 0.18% | 24 |
|
|
2018
Q2 | $644K | Sell |
6,181
-90
| -1% | -$9.38K | 0.17% | 24 |
|
|
2018
Q1 | $690K | Sell |
6,271
-177
| -3% | -$19.5K | 0.18% | 21 |
|
|
2017
Q4 | $690K | Sell |
6,448
-212
| -3% | -$22.7K | 0.18% | 22 |
|
|
2017
Q3 | $636K | Sell |
6,660
-109
| -2% | -$10.4K | 0.18% | 21 |
|
|
2017
Q2 | $619K | Sell |
6,769
-462
| -6% | -$42.2K | 0.16% | 23 |
|
|
2017
Q1 | $635K | Sell |
7,231
-372
| -5% | -$32.7K | 0.16% | 27 |
|
|
2016
Q4 | $656K | Buy |
7,603
+147
| +2% | +$12.7K | 0.18% | 22 |
|
|
2016
Q3 | $497K | Sell |
7,456
-1,830
| -20% | -$122K | 0.14% | 28 |
|
|
2016
Q2 | $577K | Sell |
9,286
-877
| -9% | -$54.5K | 0.17% | 23 |
|
|
2016
Q1 | $602K | Sell |
10,163
-3,046
| -23% | -$180K | 0.22% | 23 |
|
|
2015
Q4 | $872K | Sell |
13,209
-1,333
| -9% | -$88K | 0.38% | 20 |
|
|
2015
Q3 | $887K | Sell |
14,542
-16,346
| -53% | -$997K | 0.44% | 16 |
|
|
2015
Q2 | $2.09M | Sell |
30,888
-1,832
| -6% | -$124K | 0.51% | 7 |
|
|
2015
Q1 | $1.98M | Buy |
32,720
+13,908
| +74% | +$842K | 0.64% | 7 |
|
|
2014
Q4 | $1.18M | Sell |
18,812
-486
| -3% | -$30.4K | 0.59% | 14 |
|
|
2014
Q3 | $1.16M | Buy |
19,298
+232
| +1% | +$14K | 0.32% | 24 |
|
|
2014
Q2 | $1.1M | Sell |
19,066
-583
| -3% | -$33.6K | 0.33% | 13 |
|
|
2014
Q1 | $1.19M | Sell |
19,649
-1,074
| -5% | -$65.2K | 0.37% | 13 |
|
|
2013
Q4 | $1.21M | Buy |
20,723
+8,555
| +70% | +$500K | 0.37% | 12 |
|
|
2013
Q3 | $629K | Buy |
12,168
+127
| +1% | +$6.57K | 0.21% | 32 |
|
|
2013
Q2 | $636K | Buy |
+12,041
| New | +$636K | 0.23% | 32 |
|