HFM
Hartford Financial Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Sell |
28,293
-24,737
| -47% | -$7.17M | 2.24% | 9 |
|
|
2025
Q1 | $13M | Sell |
53,030
-754
| -1% | -$185K | 2.69% | 6 |
|
|
2024
Q4 | $12.9M | Sell |
53,784
-401
| -0.7% | -$96.1K | 2.64% | 6 |
|
|
2024
Q3 | $11.4M | Buy |
54,185
+54
| +0.1% | +$11.4K | 2.34% | 7 |
|
|
2024
Q2 | $10.9M | Sell |
54,131
-1,048
| -2% | -$212K | 2.35% | 7 |
|
|
2024
Q1 | $11.1M | Sell |
55,179
-294
| -0.5% | -$58.9K | 2.33% | 5 |
|
|
2023
Q4 | $9.44M | Sell |
55,473
-510
| -0.9% | -$86.8K | 2.14% | 6 |
|
|
2023
Q3 | $8.12M | Sell |
55,983
-225
| -0.4% | -$32.6K | 2.07% | 5 |
|
|
2023
Q2 | $8.17M | Sell |
56,208
-1,721
| -3% | -$250K | 2.02% | 5 |
|
|
2023
Q1 | $7.55M | Sell |
57,929
-678
| -1% | -$88.4K | 1.95% | 5 |
|
|
2022
Q4 | $7.86M | Sell |
58,607
-1,991
| -3% | -$267K | 2.08% | 5 |
|
|
2022
Q3 | $6.33M | Buy |
60,598
+1,255
| +2% | +$131K | 1.86% | 6 |
|
|
2022
Q2 | $6.68M | Sell |
59,343
-99
| -0.2% | -$11.1K | 1.85% | 6 |
|
|
2022
Q1 | $8.1M | Sell |
59,442
-433
| -0.7% | -$59K | 1.95% | 5 |
|
|
2021
Q4 | $9.48M | Sell |
59,875
-301
| -0.5% | -$47.7K | 2.2% | 4 |
|
|
2021
Q3 | $9.85M | Sell |
60,176
-61
| -0.1% | -$9.99K | 2.51% | 3 |
|
|
2021
Q2 | $9.37M | Sell |
60,237
-1,139
| -2% | -$177K | 2.33% | 4 |
|
|
2021
Q1 | $9.34M | Sell |
61,376
-1,328
| -2% | -$202K | 2.32% | 5 |
|
|
2020
Q4 | $7.97M | Sell |
62,704
-482
| -0.8% | -$61.2K | 2.11% | 7 |
|
|
2020
Q3 | $6.08M | Buy |
63,186
+592
| +0.9% | +$57K | 1.8% | 8 |
|
|
2020
Q2 | $5.89M | Sell |
62,594
-3,885
| -6% | -$365K | 1.88% | 9 |
|
|
2020
Q1 | $5.99M | Sell |
66,479
-9,016
| -12% | -$812K | 2.39% | 4 |
|
|
2019
Q4 | $10.5M | Sell |
75,495
-1,566
| -2% | -$218K | 3.29% | 1 |
|
|
2019
Q3 | $9.07M | Buy |
77,061
+93
| +0.1% | +$10.9K | 3.03% | 1 |
|
|
2019
Q2 | $8.61M | Buy |
76,968
+676
| +0.9% | +$75.6K | 2.87% | 2 |
|
|
2019
Q1 | $7.72M | Buy |
76,292
+1,783
| +2% | +$180K | 2.64% | 4 |
|
|
2018
Q4 | $7.27M | Buy |
74,509
+141
| +0.2% | +$13.8K | 2.78% | 2 |
|
|
2018
Q3 | $8.39M | Sell |
74,368
-118
| -0.2% | -$13.3K | 2.84% | 3 |
|
|
2018
Q2 | $7.76M | Buy |
74,486
+23,130
| +45% | +$2.41M | 2.76% | 3 |
|
|
2018
Q1 | $5.65M | Buy |
51,356
+231
| +0.5% | +$25.4K | 2.86% | 5 |
|
|
2017
Q4 | $5.47M | Hold |
51,125
| – | – | 2.68% | 5 |
|
|
2017
Q3 | $4.88M | Sell |
51,125
-525
| -1% | -$50.1K | 2.48% | 5 |
|
|
2017
Q2 | $4.72M | Buy |
51,650
+270
| +0.5% | +$24.7K | 2.12% | 7 |
|
|
2017
Q1 | $4.51M | Sell |
51,380
-4,030
| -7% | -$354K | 2.72% | 3 |
|
|
2016
Q4 | $4.78M | Sell |
55,410
-1,400
| -2% | -$121K | 2.83% | 3 |
|
|
2016
Q3 | $3.78M | Sell |
56,810
-596
| -1% | -$39.7K | 2.3% | 6 |
|
|
2016
Q2 | $3.57M | Sell |
57,406
-475
| -0.8% | -$29.5K | 2.15% | 10 |
|
|
2016
Q1 | $3.43M | Buy |
57,881
+333
| +0.6% | +$19.7K | 2.13% | 10 |
|
|
2015
Q4 | $3.8M | Buy |
57,548
+832
| +1% | +$54.9K | 2.37% | 9 |
|
|
2015
Q3 | $3.46M | Sell |
56,716
-100
| -0.2% | -$6.1K | 2.31% | 7 |
|
|
2015
Q2 | $3.85M | Sell |
56,816
-136
| -0.2% | -$9.21K | 2.25% | 6 |
|
|
2015
Q1 | $3.45M | Buy |
56,952
+460
| +0.8% | +$27.9K | 2.12% | 8 |
|
|
2014
Q4 | $3.54M | Buy |
56,492
+100
| +0.2% | +$6.26K | 2.18% | 7 |
|
|
2014
Q3 | $3.4M | Buy |
56,392
+96
| +0.2% | +$5.78K | 2.04% | 7 |
|
|
2014
Q2 | $3.24M | Buy |
56,296
+1,900
| +3% | +$109K | 1.97% | 11 |
|
|
2014
Q1 | $3.3M | Hold |
54,396
| – | – | 2.16% | 7 |
|
|
2013
Q4 | $3.18M | Buy |
54,396
+200
| +0.4% | +$11.7K | 2.06% | 9 |
|
|
2013
Q3 | $2.8M | Buy |
54,196
+100
| +0.2% | +$5.17K | 1.93% | 12 |
|
|
2013
Q2 | $2.86M | Buy |
+54,096
| New | +$2.86M | 1.98% | 13 |
|