HC Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$154K Buy
2022
Q1
$129K Buy
2021
Q4
$137K Hold
2021
Q3
$142K Hold
2021
Q2
$135K Hold
2021
Q1
$132K Hold
2020
Q4
$110K Sell
2020
Q3
$128K Buy
2020
Q2
$105K Hold
2020
Q1
$101K Buy