HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.2M | Buy |
31,113
+133
| +0.4% | +$41.3K | 0.91% | 20 |
|
|
2026
Q1 | $9.11M | Sell |
30,980
-98
| -0.3% | -$29.7K | 0.95% | 18 |
|
|
2025
Q4 | $10M | Buy |
31,078
+416
| +1% | +$129K | 0.99% | 17 |
|
|
2025
Q3 | $9.43M | Buy |
30,662
+871
| +3% | +$259K | 0.98% | 16 |
|
|
2025
Q2 | $8.64M | Sell |
29,791
-215
| -0.7% | -$54.9K | 1.02% | 16 |
|
|
2025
Q1 | $7.36M | Sell |
30,006
-105
| -0.3% | -$26.8K | 0.96% | 17 |
|
|
2024
Q4 | $7.22M | Buy |
30,111
+43
| +0.1% | +$10K | 0.9% | 17 |
|
|
2024
Q3 | $6.34M | Buy |
30,068
+587
| +2% | +$124K | 0.83% | 17 |
|
|
2024
Q2 | $5.96M | Sell |
29,481
-25
| -0.1% | -$4.89K | 0.85% | 17 |
|
|
2024
Q1 | $5.91M | Buy |
29,506
+645
| +2% | +$116K | 0.9% | 17 |
|
|
2023
Q4 | $4.91M | Buy |
28,861
+9,571
| +50% | +$1.45M | 0.78% | 21 |
|
|
2023
Q3 | $2.8M | Sell |
19,290
-5,384
| -22% | -$807K | 0.61% | 30 |
|
|
2023
Q2 | $3.59M | Buy |
24,674
+2,134
| +9% | +$294K | 0.66% | 29 |
|
|
2023
Q1 | $2.94M | Sell |
22,540
-386
| -2% | -$52.9K | 0.58% | 34 |
|
|
2022
Q4 | $3.07M | Sell |
22,926
-800
| -3% | -$101K | 0.65% | 31 |
|
|
2022
Q3 | $2.48M | Sell |
23,726
-285
| -1% | -$32.7K | 0.53% | 38 |
|
|
2022
Q2 | $2.7M | Sell |
24,011
-338
| -1% | -$41.9K | 0.54% | 37 |
|
|
2022
Q1 | $3.32M | Buy |
24,349
+386
| +2% | +$57K | 0.54% | 38 |
|
|
2021
Q4 | $3.79M | Sell |
23,963
-156
| -0.6% | -$25.6K | 0.59% | 31 |
|
|
2021
Q3 | $3.95M | Buy |
24,119
+1,528
| +7% | +$240K | 0.66% | 25 |
|
|
2021
Q2 | $3.51M | Buy |
22,591
+1,540
| +7% | +$242K | 0.61% | 31 |
|
|
2021
Q1 | $3.21M | Sell |
21,051
-2,205
| -9% | -$317K | 0.63% | 32 |
|
|
2020
Q4 | $2.96M | Buy |
23,256
+2,010
| +9% | +$225K | 0.62% | 26 |
|
|
2020
Q3 | $2.05M | Buy |
21,246
+648
| +3% | +$63.6K | 0.47% | 40 |
|
|
2020
Q2 | $1.92M | Buy |
20,598
+1,098
| +6% | +$104K | 0.45% | 34 |
|
|
2020
Q1 | $1.76M | Sell |
19,500
-29,117
| -60% | -$3.54M | 0.5% | 34 |
|
|
2019
Q4 | $6.78M | Buy |
48,617
+1,994
| +4% | +$256K | 1.64% | 10 |
|
|
2019
Q3 | $5.49M | Sell |
46,623
-1,169
| -2% | -$132K | 1.82% | 9 |
|
|
2019
Q2 | $5.34M | Sell |
47,792
-452
| -0.9% | -$49.8K | 1.52% | 11 |
|
|
2019
Q1 | $4.87M | Sell |
48,244
-939
| -2% | -$96.7K | 1.4% | 13 |
|
|
2018
Q4 | $4.8M | Sell |
49,183
-115
| -0.2% | -$12.3K | 1.55% | 8 |
|
|
2018
Q3 | $5.19M | Buy |
49,298
+2,332
| +5% | +$265K | 1.69% | 8 |
|
|
2018
Q2 | $4.9M | Buy |
46,966
+218
| +0.5% | +$23.9K | 1.61% | 9 |
|
|
2018
Q1 | $5.14M | Buy |
46,748
+94
| +0.2% | +$10.6K | 1.78% | 7 |
|
|
2017
Q4 | $4.99M | Sell |
46,654
-1,960
| -4% | -$198K | 1.74% | 6 |
|
|
2017
Q3 | $4.64M | Buy |
48,614
+1,366
| +3% | +$126K | 1.95% | 6 |
|
|
2017
Q2 | $4.32M | Buy |
47,248
+725
| +2% | +$62.6K | 2.13% | 6 |
|
|
2017
Q1 | $4.09M | Buy |
46,523
+1,575
| +4% | +$139K | 2.09% | 5 |
|
|
2016
Q4 | $3.88M | Buy |
+44,948
| New | +$3.43M | 2.05% | 5 |
|
Other funds holding JPM
CRM
CNB
SP
DLA
AAMU
P
DC