HBW Advisory Services’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 | $2.22M | Buy |
7,647
+441
| +6% | +$128K | 0.27% | 98 |
|
|
2025
Q1 | $1.77M | Buy |
7,206
+2,281
| +46% | +$560K | 0.25% | 101 |
|
|
2024
Q4 | $1.18M | Buy |
4,925
+473
| +11% | +$113K | 0.12% | 123 |
|
|
2024
Q3 | $939K | Buy |
4,452
+97
| +2% | +$20.5K | 0.14% | 143 |
|
|
2024
Q2 | $881K | Buy |
4,355
+91
| +2% | +$18.4K | 0.15% | 143 |
|
|
2024
Q1 | $725K | Hold |
4,264
| – | – | 0.14% | 149 |
|
|
2023
Q4 | $725K | Sell |
4,264
-1,840
| -30% | -$313K | 0.14% | 149 |
|
|
2023
Q3 | $885K | Buy |
6,104
+444
| +8% | +$64.4K | 0.18% | 129 |
|
|
2023
Q2 | $823K | Buy |
5,660
+741
| +15% | +$108K | 0.18% | 129 |
|
|
2023
Q1 | $641K | Sell |
4,919
-598
| -11% | -$77.9K | 0.16% | 143 |
|
|
2022
Q4 | $740K | Buy |
5,517
+392
| +8% | +$52.6K | 0.19% | 132 |
|
|
2022
Q3 | $535K | Buy |
5,125
+566
| +12% | +$59.1K | 0.15% | 151 |
|
|
2022
Q2 | $513K | Sell |
4,559
-1,824
| -29% | -$205K | 0.13% | 149 |
|
|
2022
Q1 | $870K | Buy |
6,383
+147
| +2% | +$20K | 0.31% | 94 |
|
|
2021
Q4 | $987K | Sell |
6,236
-518
| -8% | -$82K | 0.23% | 103 |
|
|
2021
Q3 | $1.11M | Sell |
6,754
-509
| -7% | -$83.4K | 0.29% | 86 |
|
|
2021
Q2 | $1.13M | Buy |
7,263
+1,821
| +33% | +$283K | 0.3% | 89 |
|
|
2021
Q1 | $828K | Sell |
5,442
-868
| -14% | -$132K | 0.22% | 106 |
|
|
2020
Q4 | $802K | Buy |
6,310
+1,099
| +21% | +$140K | 0.24% | 91 |
|
|
2020
Q3 | $502K | Buy |
5,211
+220
| +4% | +$21.2K | 0.21% | 115 |
|
|
2020
Q2 | $469K | Buy |
+4,991
| New | +$469K | 0.22% | 110 |
|
|
2020
Q1 | – | Sell |
-4,270
| Closed | -$585K | – | 129 |
|
|
2019
Q4 | $585K | Buy |
+4,270
| New | +$585K | 0.34% | 70 |
|