HCA
Heck Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
6,060
+323
| +6% | +$93.6K | 0.15% | 75 |
|
|
2025
Q1 | $1.41M | Buy |
5,737
+2,813
| +96% | +$690K | 0.16% | 82 |
|
|
2024
Q4 | $701K | Sell |
2,924
-7
| -0.2% | -$1.68K | 0.08% | 96 |
|
|
2024
Q3 | $618K | Sell |
2,931
-79
| -3% | -$16.7K | 0.07% | 97 |
|
|
2024
Q2 | $609K | Sell |
3,010
-12
| -0.4% | -$2.43K | 0.08% | 99 |
|
|
2024
Q1 | $605K | Buy |
3,022
+34
| +1% | +$6.81K | 0.09% | 90 |
|
|
2023
Q4 | $508K | Sell |
2,988
-257
| -8% | -$43.7K | 0.08% | 93 |
|
|
2023
Q3 | $471K | Buy |
3,245
+146
| +5% | +$21.2K | 0.09% | 93 |
|
|
2023
Q2 | $451K | Sell |
3,099
-72
| -2% | -$10.5K | 0.08% | 91 |
|
|
2023
Q1 | $413K | Buy |
3,171
+110
| +4% | +$14.3K | 0.08% | 88 |
|
|
2022
Q4 | $410K | Buy |
3,061
+43
| +1% | +$5.77K | 0.08% | 94 |
|
|
2022
Q3 | $315K | Buy |
3,018
+51
| +2% | +$5.33K | 0.06% | 97 |
|
|
2022
Q2 | $334K | Sell |
2,967
-367
| -11% | -$41.3K | 0.07% | 95 |
|
|
2022
Q1 | $454K | Sell |
3,334
-30
| -0.9% | -$4.09K | 0.08% | 87 |
|
|
2021
Q4 | $533K | Sell |
3,364
-242
| -7% | -$38.3K | 0.1% | 83 |
|
|
2021
Q3 | $590K | Sell |
3,606
-62
| -2% | -$10.1K | 0.12% | 79 |
|
|
2021
Q2 | $571K | Buy |
3,668
+52
| +1% | +$8.09K | 0.11% | 82 |
|
|
2021
Q1 | $550K | Sell |
3,616
-83
| -2% | -$12.6K | 0.12% | 78 |
|
|
2020
Q4 | $470K | Sell |
3,699
-4
| -0.1% | -$508 | 0.11% | 74 |
|
|
2020
Q3 | $356K | Buy |
3,703
+280
| +8% | +$27K | 0.1% | 73 |
|
|
2020
Q2 | $322K | Buy |
3,423
+806
| +31% | +$75.8K | 0.07% | 75 |
|
|
2020
Q1 | $236K | Sell |
2,617
-81
| -3% | -$7.29K | 0.07% | 68 |
|
|
2019
Q4 | $376K | Buy |
2,698
+92
| +4% | +$12.8K | 0.09% | 64 |
|
|
2019
Q3 | $307K | Buy |
2,606
+100
| +4% | +$11.8K | 0.09% | 67 |
|
|
2019
Q2 | $280K | Buy |
2,506
+98
| +4% | +$11K | 0.08% | 69 |
|
|
2019
Q1 | $244K | Buy |
2,408
+93
| +4% | +$9.41K | 0.07% | 70 |
|
|
2018
Q4 | $226K | Sell |
2,315
-51
| -2% | -$4.98K | 0.08% | 65 |
|
|
2018
Q3 | $267K | Sell |
2,366
-142
| -6% | -$16K | 0.09% | 63 |
|
|
2018
Q2 | $261K | Buy |
2,508
+15
| +0.6% | +$1.56K | 0.1% | 60 |
|
|
2018
Q1 | $274K | Sell |
2,493
-3
| -0.1% | -$330 | 0.12% | 51 |
|
|
2017
Q4 | $267K | Buy |
2,496
+12
| +0.5% | +$1.28K | 0.13% | 48 |
|
|
2017
Q3 | $237K | Buy |
2,484
+72
| +3% | +$6.88K | 0.13% | 48 |
|
|
2017
Q2 | $220K | Sell |
2,412
-180
| -7% | -$16.5K | 0.13% | 42 |
|
|
2017
Q1 | $228K | Sell |
2,592
-125
| -5% | -$11K | 0.14% | 35 |
|
|
2016
Q4 | $234K | Buy |
+2,717
| New | +$234K | 0.17% | 34 |
|