HB Wealth 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 | $57.2M | Sell |
197,166
-21,978
| -10% | -$6.37M | 0.45% | 35 |
|
|
2025
Q1 | $53.8M | Buy |
219,144
+47,905
| +28% | +$11.8M | 0.45% | 36 |
|
|
2024
Q4 | $41M | Buy |
171,239
+8,324
| +5% | +$2M | 0.42% | 29 |
|
|
2024
Q3 | $34.4M | Buy |
162,915
+2,686
| +2% | +$566K | 0.37% | 32 |
|
|
2024
Q2 | $32.4M | Buy |
160,229
+9,362
| +6% | +$1.89M | 0.38% | 31 |
|
|
2024
Q1 | $30.2M | Buy |
150,867
+4,482
| +3% | +$898K | 0.38% | 30 |
|
|
2023
Q4 | $24.9M | Sell |
146,385
-7,816
| -5% | -$1.33M | 0.36% | 31 |
|
|
2023
Q3 | $22.4M | Buy |
154,201
+15,357
| +11% | +$2.23M | 0.36% | 30 |
|
|
2023
Q2 | $20.2M | Buy |
138,844
+9,140
| +7% | +$1.33M | 0.32% | 34 |
|
|
2023
Q1 | $16.9M | Buy |
129,704
+3,971
| +3% | +$517K | 0.29% | 36 |
|
|
2022
Q4 | $16.9M | Buy |
125,733
+20,769
| +20% | +$2.79M | 0.31% | 39 |
|
|
2022
Q3 | $11M | Buy |
104,964
+17,145
| +20% | +$1.79M | 0.23% | 47 |
|
|
2022
Q2 | $9.89M | Buy |
87,819
+19,755
| +29% | +$2.22M | 0.2% | 50 |
|
|
2022
Q1 | $9.28M | Buy |
68,064
+24,202
| +55% | +$3.3M | 0.17% | 57 |
|
|
2021
Q4 | $6.95M | Buy |
+43,862
| New | +$6.95M | 0.14% | 63 |
|