HBW
Hazlett, Burt & Watson’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
10,148
-295
| -3% | -$85.5K | 1.2% | 11 |
|
|
2025
Q1 | $2.56M | Sell |
10,443
-422
| -4% | -$103K | 1.15% | 15 |
|
|
2024
Q4 | $2.61M | Sell |
10,865
-263
| -2% | -$63.2K | 1.15% | 15 |
|
|
2024
Q3 | $2.35M | Buy |
11,128
+214
| +2% | +$45.1K | 1.08% | 16 |
|
|
2024
Q2 | $2.21M | Buy |
10,914
+111
| +1% | +$22.4K | 1.14% | 16 |
|
|
2024
Q1 | $2.16M | Sell |
10,803
-191
| -2% | -$38.2K | 1.3% | 13 |
|
|
2023
Q4 | $1.87M | Sell |
10,994
-77
| -0.7% | -$13.1K | 1.26% | 16 |
|
|
2023
Q3 | $1.61M | Sell |
11,071
-213
| -2% | -$30.9K | 1.2% | 16 |
|
|
2023
Q2 | $1.64M | Buy |
11,284
+39
| +0.3% | +$5.67K | 1.22% | 16 |
|
|
2023
Q1 | $1.47M | Buy |
11,245
+280
| +3% | +$36.5K | 1.2% | 17 |
|
|
2022
Q4 | $1.48M | Buy |
10,965
+10
| +0.1% | +$1.35K | 1.3% | 15 |
|
|
2022
Q3 | $1.14M | Buy |
10,955
+158
| +1% | +$16.5K | 1.11% | 17 |
|
|
2022
Q2 | $1.22M | Sell |
10,797
-194
| -2% | -$21.8K | 1.11% | 15 |
|
|
2022
Q1 | $1.5M | Buy |
+10,991
| New | +$1.5M | 1.19% | 13 |
|