Hantz Financial 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 | $38.8M | Sell |
133,996
-14,942
| -10% | -$4.33M | 0.63% | 30 |
|
|
2025
Q1 | $36.5M | Sell |
148,938
-3,669
| -2% | -$900K | 0.64% | 31 |
|
|
2024
Q4 | $36.6M | Sell |
152,607
-5,437
| -3% | -$1.3M | 0.64% | 33 |
|
|
2024
Q3 | $33.3M | Sell |
158,044
-5,165
| -3% | -$1.09M | 0.59% | 34 |
|
|
2024
Q2 | $33M | Sell |
163,209
-6,228
| -4% | -$1.26M | 0.63% | 32 |
|
|
2024
Q1 | $33.9M | Sell |
169,437
-9,971
| -6% | -$2M | 0.66% | 33 |
|
|
2023
Q4 | $30.5M | Sell |
179,408
-12,262
| -6% | -$2.09M | 0.67% | 30 |
|
|
2023
Q3 | $27.8M | Buy |
191,670
+4,744
| +3% | +$688K | 0.71% | 32 |
|
|
2023
Q2 | $27.2M | Buy |
186,926
+1,246
| +0.7% | +$181K | 0.68% | 31 |
|
|
2023
Q1 | $24.2M | Buy |
185,680
+8,311
| +5% | +$1.08M | 0.66% | 33 |
|
|
2022
Q4 | $23.8M | Buy |
177,369
+43,229
| +32% | +$5.8M | 0.72% | 29 |
|
|
2022
Q3 | $14M | Buy |
134,140
+3,820
| +3% | +$399K | 0.48% | 49 |
|
|
2022
Q2 | $14.7M | Buy |
130,320
+8,473
| +7% | +$954K | 0.5% | 44 |
|
|
2022
Q1 | $16.6M | Buy |
121,847
+17,147
| +16% | +$2.34M | 0.49% | 45 |
|
|
2021
Q4 | $16.6M | Buy |
104,700
+6,835
| +7% | +$1.08M | 0.48% | 54 |
|
|
2021
Q3 | $16M | Buy |
97,865
+14,253
| +17% | +$2.33M | 0.52% | 45 |
|
|
2021
Q2 | $13M | Buy |
83,612
+18,289
| +28% | +$2.84M | 0.48% | 49 |
|
|
2021
Q1 | $9.94M | Sell |
65,323
-475
| -0.7% | -$72.3K | 0.41% | 60 |
|
|
2020
Q4 | $8.36M | Sell |
65,798
-200
| -0.3% | -$25.4K | 0.37% | 70 |
|
|
2020
Q3 | $6.35M | Sell |
65,998
-2,558
| -4% | -$246K | 0.32% | 82 |
|
|
2020
Q2 | $6.45M | Buy |
68,556
+2,843
| +4% | +$267K | 0.36% | 74 |
|
|
2020
Q1 | $5.92M | Buy |
+65,713
| New | +$5.92M | 0.41% | 63 |
|