HWA
Heartwood Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
7,359
+442
| +6% | +$128K | 0.22% | 46 |
|
|
2025
Q1 | $1.7M | Sell |
6,917
-18
| -0.3% | -$4.42K | 0.19% | 49 |
|
|
2024
Q4 | $1.66M | Buy |
6,935
+28
| +0.4% | +$6.71K | 0.19% | 45 |
|
|
2024
Q3 | $1.46M | Sell |
6,907
-145
| -2% | -$30.6K | 0.16% | 48 |
|
|
2024
Q2 | $1.43M | Buy |
7,052
+689
| +11% | +$139K | 0.17% | 46 |
|
|
2024
Q1 | $1.27M | Sell |
6,363
-4,601
| -42% | -$922K | 0.16% | 46 |
|
|
2023
Q4 | $1.86M | Buy |
10,964
+1,057
| +11% | +$180K | 0.25% | 37 |
|
|
2023
Q3 | $1.44M | Sell |
9,907
-1,394
| -12% | -$202K | 0.21% | 41 |
|
|
2023
Q2 | $1.64M | Buy |
11,301
+1,181
| +12% | +$172K | 0.23% | 39 |
|
|
2023
Q1 | $1.32M | Buy |
10,120
+4,903
| +94% | +$639K | 0.2% | 41 |
|
|
2022
Q4 | $700K | Sell |
5,217
-110
| -2% | -$14.8K | 0.11% | 62 |
|
|
2022
Q3 | $557K | Buy |
5,327
+529
| +11% | +$55.3K | 0.1% | 61 |
|
|
2022
Q2 | $540K | Buy |
4,798
+217
| +5% | +$24.4K | 0.09% | 66 |
|
|
2022
Q1 | $624K | Buy |
4,581
+27
| +0.6% | +$3.68K | 0.09% | 62 |
|
|
2021
Q4 | $721K | Buy |
4,554
+672
| +17% | +$106K | 0.11% | 49 |
|
|
2021
Q3 | $635K | Buy |
3,882
+90
| +2% | +$14.7K | 0.1% | 53 |
|
|
2021
Q2 | $590K | Hold |
3,792
| – | – | 0.09% | 57 |
|
|
2021
Q1 | $577K | Buy |
3,792
+965
| +34% | +$147K | 0.09% | 53 |
|
|
2020
Q4 | $359K | Hold |
2,827
| – | – | 0.06% | 64 |
|
|
2020
Q3 | $272K | Hold |
2,827
| – | – | 0.05% | 67 |
|
|
2020
Q2 | $266K | Hold |
2,827
| – | – | 0.05% | 64 |
|
|
2020
Q1 | $255K | Sell |
2,827
-205
| -7% | -$18.5K | 0.06% | 57 |
|
|
2019
Q4 | $423K | Buy |
+3,032
| New | +$423K | 0.08% | 55 |
|