HAFS
Hapanowicz & Associates Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
850
| – | – | 0.12% | 29 |
|
|
2025
Q1 | $209K | Sell |
850
-22
| -3% | -$5.4K | 0.12% | 31 |
|
|
2024
Q4 | $209K | Buy |
+872
| New | +$209K | 0.11% | 27 |
|
|
2023
Q4 | – | Sell |
-2,259
| Closed | -$328K | – | 32 |
|
|
2023
Q3 | $328K | Hold |
2,259
| – | – | 0.23% | 22 |
|
|
2023
Q2 | $329K | Hold |
2,259
| – | – | 0.22% | 23 |
|
|
2023
Q1 | $294K | Hold |
2,259
| – | – | 0.2% | 23 |
|
|
2022
Q4 | $303K | Sell |
2,259
-386
| -15% | -$51.8K | 0.22% | 20 |
|
|
2022
Q3 | $276K | Buy |
2,645
+784
| +42% | +$81.8K | 0.26% | 20 |
|
|
2022
Q2 | $210K | Buy |
+1,861
| New | +$210K | 0.16% | 26 |
|
|
2022
Q1 | – | Sell |
-1,961
| Closed | -$310K | – | 31 |
|
|
2021
Q4 | $310K | Sell |
1,961
-559
| -22% | -$88.4K | 0.14% | 21 |
|
|
2021
Q3 | $412K | Hold |
2,520
| – | – | 0.18% | 20 |
|
|
2021
Q2 | $392K | Hold |
2,520
| – | – | 0.17% | 20 |
|
|
2021
Q1 | $384K | Sell |
2,520
-1,820
| -42% | -$277K | 0.18% | 18 |
|
|
2020
Q4 | $551K | Hold |
4,340
| – | – | 0.29% | 15 |
|
|
2020
Q3 | $418K | Buy |
+4,340
| New | +$418K | 0.25% | 17 |
|