Hapanowicz & Associates Financial Services’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 | $246K | Hold |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $209K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $294K | Hold |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $310K | Sell |
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|
2021
Q3 | $412K | Hold |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $551K | Hold |
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|
2020
Q3 | $418K | Buy |
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