Heck Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
|
|||||
|
2025
Q1 | $1.41M | Buy |
|
|||||
|
2024
Q4 | $701K | Sell |
|
|||||
|
2024
Q3 | $618K | Sell |
|
|||||
|
2024
Q2 | $609K | Sell |
|
|||||
|
2024
Q1 | $605K | Buy |
|
|||||
|
2023
Q4 | $508K | Sell |
|
|||||
|
2023
Q3 | $471K | Buy |
|
|||||
|
2023
Q2 | $451K | Sell |
|
|||||
|
2023
Q1 | $413K | Buy |
|
|||||
|
2022
Q4 | $410K | Buy |
|
|||||
|
2022
Q3 | $315K | Buy |
|
|||||
|
2022
Q2 | $334K | Sell |
|
|||||
|
2022
Q1 | $454K | Sell |
|
|||||
|
2021
Q4 | $533K | Sell |
|
|||||
|
2021
Q3 | $590K | Sell |
|
|||||
|
2021
Q2 | $571K | Buy |
|
|||||
|
2021
Q1 | $550K | Sell |
|
|||||
|
2020
Q4 | $470K | Sell |
|
|||||
|
2020
Q3 | $356K | Buy |
|
|||||
|
2020
Q2 | $322K | Buy |
|
|||||
|
2020
Q1 | $236K | Sell |
|
|||||
|
2019
Q4 | $376K | Buy |
|
|||||
|
2019
Q3 | $307K | Buy |
|
|||||
|
2019
Q2 | $280K | Buy |
|
|||||
|
2019
Q1 | $244K | Buy |
|
|||||
|
2018
Q4 | $226K | Sell |
|
|||||
|
2018
Q3 | $267K | Sell |
|
|||||
|
2018
Q2 | $261K | Buy |
|
|||||
|
2018
Q1 | $274K | Sell |
|
|||||
|
2017
Q4 | $267K | Buy |
|
|||||
|
2017
Q3 | $237K | Buy |
|
|||||
|
2017
Q2 | $220K | Sell |
|
|||||
|
2017
Q1 | $228K | Sell |
|
|||||
|
2016
Q4 | $234K | Buy |
|