HBC Financial Services’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$296K	Buy	1,238 +1	+0.1%	+$233	0.18%	24
2024 Q3	$277K	Buy	1,237 +342	+38%	+$72K	0.17%	28
2024 Q2	$190K	Hold	895	–	–	0.12%	32
2024 Q1	$171K	Sell	895 -99	-10%	-$17.9K	0.12%	33
2023 Q4	$169K	Buy	994 +1	+0.1%	+$152	0.11%	35
2023 Q3	$146K	Buy	993 +1	+0.1%	+$150	0.11%	32
2023 Q2	$152K	Buy	992 +100	+11%	+$13.8K	0.11%	31
2023 Q1	$124K	Buy	892 +1	+0.1%	+$137	0.09%	37
2022 Q4	$121K	Buy	891 +1	+0.1%	+$127	0.1%	37
2022 Q3	$94K	Buy	890 +653	+276%	+$74.9K	0.08%	38
2022 Q2	$27K	Buy	237 +90	+61%	+$11.2K	0.02%	84
2022 Q1	$18K	Hold	147	–	–	0.01%	95
2021 Q4	$23K	Sell	147 -1	-0.7%	-$164	0.01%	97
2021 Q3	$25K	Hold	148	–	–	0.02%	81
2021 Q2	$22K	Hold	148	–	–	0.01%	103
2021 Q1	$22.4K	Buy	148 +1	+0.7%	+$144	0.02%	108
2020 Q4	$19K	Sell	147 -30	-17%	-$3.35K	0.01%	109
2020 Q3	$18K	Sell	177 -117	-40%	-$11.5K	0.02%	105
2020 Q2	$29K	Sell	294 -419	-59%	-$39.8K	0.03%	78
2020 Q1	$64K	Sell	713 -200	-22%	-$24.3K	0.07%	41
2019 Q4	$126K	Buy	+913	New	+$117K	0.11%	37