Hartline Investment Corp’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.28M | Buy |
14,564
+244
| +2% | +$74K | 0.47% | 37 |
|
|
2025
Q4 | $4.61M | Buy |
14,320
+444
| +3% | +$137K | 0.5% | 38 |
|
|
2025
Q3 | $4.38M | Buy |
13,876
+39
| +0.3% | +$11.6K | 0.45% | 43 |
|
|
2025
Q2 | $4.01M | Sell |
13,837
-605
| -4% | -$154K | 0.46% | 41 |
|
|
2025
Q1 | $3.54M | Buy |
14,442
+105
| +0.7% | +$26.8K | 0.47% | 34 |
|
|
2024
Q4 | $3.44M | Buy |
14,337
+283
| +2% | +$65.9K | 0.39% | 35 |
|
|
2024
Q3 | $2.96M | Buy |
14,054
+37
| +0.3% | +$7.79K | 0.37% | 37 |
|
|
2024
Q2 | $2.84M | Sell |
14,017
-1,945
| -12% | -$380K | 0.38% | 35 |
|
|
2024
Q1 | $3.2M | Buy |
15,962
+619
| +4% | +$112K | 0.56% | 39 |
|
|
2023
Q4 | $2.61M | Buy |
15,343
+452
| +3% | +$68.5K | 0.42% | 35 |
|
|
2023
Q3 | $2.16M | Buy |
14,891
+1,634
| +12% | +$245K | 0.39% | 38 |
|
|
2023
Q2 | $1.93M | Hold |
13,257
| – | – | 0.33% | 44 |
|
|
2023
Q1 | $1.73M | Buy |
13,257
+415
| +3% | +$56.9K | 0.34% | 44 |
|
|
2022
Q4 | $1.72M | Buy |
12,842
+6,227
| +94% | +$789K | 0.39% | 43 |
|
|
2022
Q3 | $691K | Sell |
6,615
-6,053
| -48% | -$695K | 0.57% | 32 |
|
|
2022
Q2 | $1.61M | Sell |
12,668
-190
| -1% | -$23.5K | 0.23% | 59 |
|
|
2022
Q1 | $2M | Sell |
12,858
-72
| -0.6% | -$10.6K | 0.25% | 58 |
|
|
2021
Q4 | $2.05M | Buy |
12,930
+50
| +0.4% | +$8.21K | 0.28% | 50 |
|
|
2021
Q3 | $2.11M | Buy |
12,880
+22
| +0.2% | +$3.45K | 0.29% | 55 |
|
|
2021
Q2 | $2M | Buy |
12,858
+110
| +0.9% | +$17.3K | 0.25% | 58 |
|
|
2021
Q1 | $1.94M | Buy |
12,748
+80
| +0.6% | +$11.5K | 0.3% | 52 |
|
|
2020
Q4 | $1.61M | Buy |
12,668
+222
| +2% | +$24.8K | 0.23% | 59 |
|
|
2020
Q3 | $1.2M | Sell |
12,446
-780
| -6% | -$76.6K | 0.2% | 62 |
|
|
2020
Q2 | $1.24M | Sell |
13,226
-2,034
| -13% | -$193K | 0.26% | 58 |
|
|
2020
Q1 | $1.37M | Sell |
15,260
-148
| -1% | -$18K | 0.34% | 45 |
|
|
2019
Q4 | $2.15M | Sell |
15,408
-518
| -3% | -$66.4K | 0.46% | 38 |
|
|
2019
Q3 | $1.87M | Buy |
15,926
+665
| +4% | +$75.2K | 0.45% | 44 |
|
|
2019
Q2 | $1.71M | Sell |
15,261
-77
| -0.5% | -$8.49K | 0.41% | 49 |
|
|
2019
Q1 | $1.55M | Hold |
15,338
| – | – | 0.41% | 46 |
|
|
2018
Q4 | $1.5M | Sell |
15,338
-1,340
| -8% | -$143K | 0.46% | 42 |
|
|
2018
Q3 | $1.88M | Buy |
16,678
+34
| +0.2% | +$3.86K | 0.44% | 52 |
|
|
2018
Q2 | $1.73M | Buy |
16,644
+574
| +4% | +$63K | 0.47% | 50 |
|
|
2018
Q1 | $1.77M | Buy |
16,070
+1,163
| +8% | +$132K | 0.48% | 50 |
|
|
2017
Q4 | $1.59M | Sell |
14,907
-32
| -0.2% | -$3.24K | 0.44% | 56 |
|
|
2017
Q3 | $1.43M | Buy |
14,939
+48
| +0.3% | +$4.43K | 0.43% | 55 |
|
|
2017
Q2 | $1.36M | Buy |
14,891
+860
| +6% | +$74.2K | 0.43% | 56 |
|
|
2017
Q1 | $1.23M | Hold |
14,031
| – | – | 0.4% | 60 |
|
|
2016
Q4 | $1.21M | Buy |
14,031
+9,927
| +242% | +$757K | 0.42% | 55 |
|
|
2016
Q3 | $273K | Sell |
4,104
-10
| -0.2% | -$652 | 0.1% | 97 |
|
|
2016
Q2 | $256K | Hold |
4,114
| – | – | 0.09% | 99 |
|
|
2016
Q1 | $244K | Hold |
4,114
| – | – | 0.09% | 101 |
|
|
2015
Q4 | $272K | Hold |
4,114
| – | – | 0.1% | 96 |
|
|
2015
Q3 | $251K | Hold |
4,114
| – | – | 0.09% | 97 |
|
|
2015
Q2 | $279K | Buy |
+4,114
| New | +$269K | 0.09% | 93 |
|
Other funds holding JPM
VCM
VPM
