HWM
Hassell Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
4,300
+1
| +0% | +$297 | 0.47% | 19 |
|
|
2025
Q1 | $1.01M | Buy |
4,299
+214
| +5% | +$50.2K | 0.43% | 19 |
|
|
2024
Q4 | $1.09M | Hold |
4,085
| – | – | 0.44% | 19 |
|
|
2024
Q3 | $906K | Buy |
4,085
+73
| +2% | +$16.2K | 0.38% | 19 |
|
|
2024
Q2 | $863K | Hold |
4,012
| – | – | 0.39% | 19 |
|
|
2024
Q1 | $771K | Buy |
4,012
+248
| +7% | +$47.7K | 0.49% | 17 |
|
|
2023
Q4 | $663K | Hold |
3,764
| – | – | 0.45% | 16 |
|
|
2023
Q3 | $528K | Hold |
3,764
| – | – | 0.38% | 18 |
|
|
2023
Q2 | $577K | Hold |
3,764
| – | – | 0.4% | 17 |
|
|
2023
Q1 | $518K | Hold |
3,764
| – | – | 0.38% | 17 |
|
|
2022
Q4 | $530K | Buy |
+3,764
| New | +$530K | 0.4% | 17 |
|