HBC Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $296K | Buy |
1,238
+1
| +0.1% | +$239 | 0.18% | 24 |
|
|
2024
Q3 | $277K | Buy |
1,237
+342
| +38% | +$76.6K | 0.17% | 28 |
|
|
2024
Q2 | $190K | Hold |
895
| – | – | 0.12% | 32 |
|
|
2024
Q1 | $171K | Sell |
895
-99
| -10% | -$18.9K | 0.12% | 33 |
|
|
2023
Q4 | $169K | Buy |
994
+1
| +0.1% | +$170 | 0.11% | 35 |
|
|
2023
Q3 | $146K | Buy |
993
+1
| +0.1% | +$147 | 0.11% | 32 |
|
|
2023
Q2 | $152K | Buy |
992
+100
| +11% | +$15.3K | 0.11% | 31 |
|
|
2023
Q1 | $124K | Buy |
892
+1
| +0.1% | +$139 | 0.09% | 37 |
|
|
2022
Q4 | $121K | Buy |
891
+1
| +0.1% | +$136 | 0.1% | 37 |
|
|
2022
Q3 | $94K | Buy |
890
+653
| +276% | +$69K | 0.08% | 38 |
|
|
2022
Q2 | $27K | Buy |
237
+90
| +61% | +$10.3K | 0.02% | 84 |
|
|
2022
Q1 | $18K | Hold |
147
| – | – | 0.01% | 95 |
|
|
2021
Q4 | $23K | Sell |
147
-1
| -0.7% | -$156 | 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% | +$151 | 0.02% | 108 |
|
|
2020
Q4 | $19K | Sell |
147
-30
| -17% | -$3.88K | 0.01% | 109 |
|
|
2020
Q3 | $18K | Sell |
177
-117
| -40% | -$11.9K | 0.02% | 105 |
|
|
2020
Q2 | $29K | Sell |
294
-419
| -59% | -$41.3K | 0.03% | 78 |
|
|
2020
Q1 | $64K | Sell |
713
-200
| -22% | -$18K | 0.07% | 41 |
|
|
2019
Q4 | $126K | Buy |
+913
| New | +$126K | 0.11% | 37 |
|