HA
HC Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Sell |
2,661
-207
| -7% | -$60K | 0.54% | 26 |
|
|
2025
Q1 | $704K | Sell |
2,868
-234
| -8% | -$57.4K | 0.53% | 27 |
|
|
2024
Q4 | $744K | Buy |
3,102
+522
| +20% | +$125K | 0.6% | 25 |
|
|
2024
Q3 | $544K | Buy |
2,580
+6
| +0.2% | +$1.27K | 0.45% | 26 |
|
|
2024
Q2 | $521K | Sell |
2,574
-474
| -16% | -$95.9K | 0.48% | 24 |
|
|
2024
Q1 | $611K | Sell |
3,048
-438
| -13% | -$87.8K | 0.29% | 52 |
|
|
2023
Q4 | $593K | Sell |
3,486
-82
| -2% | -$13.9K | 0.33% | 48 |
|
|
2023
Q3 | $518K | Buy |
3,568
+25
| +0.7% | +$3.63K | 0.31% | 52 |
|
|
2023
Q2 | $515K | Sell |
3,543
-613
| -15% | -$89.2K | 0.3% | 51 |
|
|
2023
Q1 | $542K | Buy |
4,156
+621
| +18% | +$80.9K | 0.33% | 51 |
|
|
2022
Q4 | $474K | Buy |
3,535
+323
| +10% | +$43.3K | 0.32% | 51 |
|
|
2022
Q3 | $336K | Buy |
3,212
+14
| +0.4% | +$1.47K | 0.23% | 58 |
|
|
2022
Q2 | $360K | Sell |
3,198
-7,545
| -70% | -$849K | 0.26% | 53 |
|
|
2022
Q1 | $1.47M | Buy |
10,743
+73
| +0.7% | +$9.96K | 0.93% | 27 |
|
|
2021
Q4 | $1.69M | Buy |
10,670
+6
| +0.1% | +$950 | 1.04% | 24 |
|
|
2021
Q3 | $1.75M | Sell |
10,664
-43
| -0.4% | -$7.04K | 1.15% | 21 |
|
|
2021
Q2 | $1.67M | Buy |
10,707
+6
| +0.1% | +$933 | 1.02% | 23 |
|
|
2021
Q1 | $1.63M | Buy |
10,701
+7,673
| +253% | +$1.17M | 1.05% | 22 |
|
|
2020
Q4 | $385K | Buy |
3,028
+9
| +0.3% | +$1.14K | 0.26% | 52 |
|
|
2020
Q3 | $291K | Sell |
3,019
-339
| -10% | -$32.7K | 0.23% | 54 |
|
|
2020
Q2 | $316K | Buy |
+3,358
| New | +$316K | 0.26% | 59 |
|