HBW Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.61M | Buy |
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|
2025
Q2 | $2.22M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $939K | Buy |
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|
2024
Q2 | $881K | Buy |
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|
2024
Q1 | $725K | Hold |
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|
2023
Q4 | $725K | Sell |
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|
2023
Q3 | $885K | Buy |
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|
2023
Q2 | $823K | Buy |
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|
2023
Q1 | $641K | Sell |
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|
2022
Q4 | $740K | Buy |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $513K | Sell |
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|
2022
Q1 | $870K | Buy |
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|
2021
Q4 | $987K | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $828K | Sell |
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|
2020
Q4 | $802K | Buy |
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|
2020
Q3 | $502K | Buy |
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|
2020
Q2 | $469K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $585K | Buy |
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