Hanover Advisors’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 | $393K | Hold |
1,355
| – | – | 0.16% | 60 |
|
|
2025
Q1 | $332K | Buy |
1,355
+147
| +12% | +$36.1K | 0.14% | 70 |
|
|
2024
Q4 | $290K | Hold |
1,208
| – | – | 0.12% | 72 |
|
|
2024
Q3 | $255K | Hold |
1,208
| – | – | 0.11% | 81 |
|
|
2024
Q2 | $244K | Sell |
1,208
-147
| -11% | -$29.7K | 0.11% | 81 |
|
|
2024
Q1 | $271K | Buy |
1,355
+163
| +14% | +$32.6K | 0.11% | 81 |
|
|
2023
Q4 | $203K | Buy |
+1,192
| New | +$203K | 0.1% | 85 |
|