HKIM
Hayek Kallen Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Buy |
29,146
+1,448
| +5% | +$420K | 2.87% | 9 |
|
|
2025
Q1 | $6.79M | Buy |
27,698
+249
| +0.9% | +$61.1K | 2.5% | 10 |
|
|
2024
Q4 | $6.58M | Sell |
27,449
-160
| -0.6% | -$38.4K | 2.39% | 10 |
|
|
2024
Q3 | $5.82M | Sell |
27,609
-15
| -0.1% | -$3.16K | 2.06% | 15 |
|
|
2024
Q2 | $5.59M | Buy |
27,624
+66
| +0.2% | +$13.3K | 2.08% | 13 |
|
|
2024
Q1 | $5.52M | Buy |
27,558
+301
| +1% | +$60.3K | 2.12% | 14 |
|
|
2023
Q4 | $4.64M | Buy |
27,257
+18
| +0.1% | +$3.06K | 1.94% | 15 |
|
|
2023
Q3 | $3.95M | Sell |
27,239
-133
| -0.5% | -$19.3K | 1.77% | 18 |
|
|
2023
Q2 | $3.98M | Sell |
27,372
-101
| -0.4% | -$14.7K | 1.69% | 20 |
|
|
2023
Q1 | $3.58M | Buy |
27,473
+214
| +0.8% | +$27.9K | 1.62% | 22 |
|
|
2022
Q4 | $3.66M | Sell |
27,259
-168
| -0.6% | -$22.5K | 1.68% | 21 |
|
|
2022
Q3 | $2.87M | Buy |
27,427
+177
| +0.6% | +$18.5K | 1.35% | 27 |
|
|
2022
Q2 | $3.07M | Sell |
27,250
-20
| -0.1% | -$2.25K | 1.34% | 28 |
|
|
2022
Q1 | $3.72M | Sell |
27,270
-211
| -0.8% | -$28.8K | 1.38% | 27 |
|
|
2021
Q4 | $4.35M | Buy |
27,481
+4,345
| +19% | +$688K | 1.55% | 24 |
|
|
2021
Q3 | $3.79M | Sell |
23,136
-200
| -0.9% | -$32.7K | 1.73% | 21 |
|
|
2021
Q2 | $3.63M | Buy |
23,336
+120
| +0.5% | +$18.7K | 1.53% | 25 |
|
|
2021
Q1 | $3.53M | Buy |
23,216
+98
| +0.4% | +$14.9K | 1.59% | 25 |
|
|
2020
Q4 | $2.94M | Buy |
23,118
+623
| +3% | +$79.2K | 1.42% | 25 |
|
|
2020
Q3 | $2.17M | Sell |
22,495
-279
| -1% | -$26.9K | 1.21% | 30 |
|
|
2020
Q2 | $2.14M | Buy |
22,774
+3,460
| +18% | +$325K | 1.21% | 32 |
|
|
2020
Q1 | $1.74M | Buy |
19,314
+554
| +3% | +$49.9K | 1.17% | 33 |
|
|
2019
Q4 | $2.62M | Buy |
18,760
+2,472
| +15% | +$345K | 1.51% | 28 |
|
|
2019
Q3 | $1.92M | Buy |
16,288
+730
| +5% | +$85.9K | 1.2% | 32 |
|
|
2019
Q2 | $1.74M | Buy |
15,558
+1,931
| +14% | +$216K | 1.1% | 34 |
|
|
2019
Q1 | $1.38M | Buy |
13,627
+3,838
| +39% | +$388K | 0.89% | 36 |
|
|
2018
Q4 | $956K | Buy |
9,789
+2,571
| +36% | +$251K | 0.69% | 38 |
|
|
2018
Q3 | $814K | Sell |
7,218
-36
| -0.5% | -$4.06K | 0.52% | 44 |
|
|
2018
Q2 | $756K | Buy |
7,254
+3,099
| +75% | +$323K | 0.52% | 45 |
|
|
2018
Q1 | $457K | Buy |
4,155
+987
| +31% | +$109K | 0.32% | 48 |
|
|
2017
Q4 | $338K | Sell |
3,168
-284
| -8% | -$30.3K | 0.22% | 51 |
|
|
2017
Q3 | $330K | Sell |
3,452
-285
| -8% | -$27.2K | 0.23% | 50 |
|
|
2017
Q2 | $342K | Buy |
3,737
+317
| +9% | +$29K | 0.23% | 50 |
|
|
2017
Q1 | $300K | Buy |
3,420
+15
| +0.4% | +$1.32K | 0.21% | 52 |
|
|
2016
Q4 | $294K | Buy |
3,405
+19
| +0.6% | +$1.64K | 0.21% | 53 |
|
|
2016
Q3 | $225K | Buy |
3,386
+21
| +0.6% | +$1.4K | 0.16% | 53 |
|
|
2016
Q2 | $209K | Buy |
+3,365
| New | +$209K | 0.15% | 55 |
|
|
2016
Q1 | – | Sell |
-3,325
| Closed | -$220K | – | 59 |
|
|
2015
Q4 | $220K | Buy |
3,325
+18
| +0.5% | +$1.19K | 0.17% | 51 |
|
|
2015
Q3 | $202K | Buy |
+3,307
| New | +$202K | 0.16% | 55 |
|