Hartford Financial Management’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 | $8.2M | Sell |
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|
2025
Q1 | $13M | Sell |
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|
2024
Q4 | $12.9M | Sell |
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|
2024
Q3 | $11.4M | Buy |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $11.1M | Sell |
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|
2023
Q4 | $9.44M | Sell |
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|
2023
Q3 | $8.12M | Sell |
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|
2023
Q2 | $8.17M | Sell |
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|
2023
Q1 | $7.55M | Sell |
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|
2022
Q4 | $7.86M | Sell |
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|
2022
Q3 | $6.33M | Buy |
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|
2022
Q2 | $6.68M | Sell |
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|
2022
Q1 | $8.1M | Sell |
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|
2021
Q4 | $9.48M | Sell |
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|
2021
Q3 | $9.85M | Sell |
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|
2021
Q2 | $9.37M | Sell |
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|
2021
Q1 | $9.34M | Sell |
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|
2020
Q4 | $7.97M | Sell |
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|
2020
Q3 | $6.08M | Buy |
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|
2020
Q2 | $5.89M | Sell |
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|
2020
Q1 | $5.99M | Sell |
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|
2019
Q4 | $10.5M | Sell |
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|
2019
Q3 | $9.07M | Buy |
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|
2019
Q2 | $8.61M | Buy |
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|
2019
Q1 | $7.72M | Buy |
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|
2018
Q4 | $7.27M | Buy |
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|
2018
Q3 | $8.39M | Sell |
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|
2018
Q2 | $7.76M | Buy |
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|
2018
Q1 | $5.65M | Buy |
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|
2017
Q4 | $5.47M | Hold |
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|
2017
Q3 | $4.88M | Sell |
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|
2017
Q2 | $4.72M | Buy |
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|
2017
Q1 | $4.51M | Sell |
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|
2016
Q4 | $4.78M | Sell |
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|
2016
Q3 | $3.78M | Sell |
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|
2016
Q2 | $3.57M | Sell |
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|
2016
Q1 | $3.43M | Buy |
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|
2015
Q4 | $3.8M | Buy |
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|
2015
Q3 | $3.46M | Sell |
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|
2015
Q2 | $3.85M | Sell |
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|
2015
Q1 | $3.45M | Buy |
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|
2014
Q4 | $3.54M | Buy |
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|
2014
Q3 | $3.4M | Buy |
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|
2014
Q2 | $3.24M | Buy |
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|
2014
Q1 | $3.3M | Hold |
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|
2013
Q4 | $3.18M | Buy |
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|
2013
Q3 | $2.8M | Buy |
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|
2013
Q2 | $2.86M | Buy |
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