Hartford Funds Management’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 | $4.91M | Sell |
16,921
-350
| -2% | -$101K | 0.42% | 12 |
|
|
2025
Q1 | $4.24M | Sell |
17,271
-107
| -0.6% | -$26.2K | 0.38% | 12 |
|
|
2024
Q4 | $4.17M | Buy |
17,378
+1,101
| +7% | +$264K | 0.38% | 12 |
|
|
2024
Q3 | $3.43M | Buy |
16,277
+369
| +2% | +$77.8K | 0.32% | 9 |
|
|
2024
Q2 | $3.22M | Buy |
15,908
+1,270
| +9% | +$257K | 0.3% | 9 |
|
|
2024
Q1 | $2.93M | Buy |
14,638
+1,481
| +11% | +$297K | 0.28% | 8 |
|
|
2023
Q4 | $2.24M | Buy |
13,157
+2,745
| +26% | +$467K | 0.22% | 10 |
|
|
2023
Q3 | $1.51M | Buy |
10,412
+819
| +9% | +$119K | 0.16% | 10 |
|
|
2023
Q2 | $1.4M | Buy |
9,593
+1,228
| +15% | +$179K | 0.14% | 10 |
|
|
2023
Q1 | $1.09M | Buy |
8,365
+1,050
| +14% | +$137K | 0.11% | 11 |
|
|
2022
Q4 | $981K | Buy |
7,315
+4,819
| +193% | +$646K | 0.1% | 11 |
|
|
2022
Q3 | $260K | Buy |
2,496
+709
| +40% | +$73.9K | 0.03% | 21 |
|
|
2022
Q2 | $201K | Buy |
+1,787
| New | +$201K | 0.02% | 20 |
|