Hamel Associates’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
Q2 | $6.06M | Sell |
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|
2025
Q1 | $5.4M | Sell |
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|
2024
Q4 | $6.53M | Sell |
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|
2024
Q3 | $5.77M | Sell |
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|
2024
Q2 | $5.57M | Buy |
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|
2024
Q1 | $2.75M | Hold |
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|
2023
Q4 | $2.34M | Hold |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.01M | Sell |
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|
2023
Q1 | $1.89M | Hold |
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|
2022
Q4 | $1.94M | Sell |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $5.78M | Buy |
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|
2022
Q1 | $6.99M | Buy |
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|
2021
Q4 | $8M | Buy |
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|
2021
Q3 | $8.24M | Buy |
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|
2021
Q2 | $7.77M | Sell |
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|
2021
Q1 | $7.69M | Sell |
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|
2020
Q4 | $6.45M | Sell |
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|
2020
Q3 | $5.54M | Buy |
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|
2020
Q2 | $5.41M | Buy |
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|
2020
Q1 | $5.02M | Buy |
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|
2019
Q4 | $7.35M | Buy |
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|
2019
Q3 | $6.18M | Buy |
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|
2019
Q2 | $5.69M | Sell |
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|
2019
Q1 | $5.18M | Buy |
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|
2018
Q4 | $3.64M | Buy |
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|
2018
Q3 | $779K | Hold |
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|
2018
Q2 | $719K | Hold |
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|
2018
Q1 | $759 | Buy |
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|
2017
Q4 | $594K | Sell |
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|
2017
Q3 | $604K | Sell |
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|
2017
Q2 | $720K | Buy |
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|
2017
Q1 | $652K | Hold |
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|
2016
Q4 | $640K | Hold |
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|
2016
Q3 | $494K | Hold |
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|
2016
Q2 | $461K | Hold |
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|
2016
Q1 | $439K | Buy |
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|
2015
Q4 | $440K | Hold |
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|
2015
Q3 | $407K | Buy |
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|
2015
Q2 | $425K | Sell |
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|
2015
Q1 | $413K | Hold |
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|
2014
Q4 | $427K | Hold |
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|
2014
Q3 | $411K | Hold |
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|
2014
Q2 | $393K | Sell |
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|
2014
Q1 | $447K | Buy |
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|
2013
Q4 | $412K | Buy |
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