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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.24M | Sell |
3,780
-11
| -0.3% | -$3.42K | 0.07% | 113 |
|
|
2026
Q1 | $1.12M | Sell |
3,791
-1,445
| -28% | -$439K | 0.08% | 112 |
|
|
2025
Q4 | $1.69M | Sell |
5,236
-207
| -4% | -$64.1K | 0.13% | 87 |
|
|
2025
Q3 | $1.72M | Sell |
5,443
-617
| -10% | -$184K | 0.13% | 86 |
|
|
2025
Q2 | $1.76M | Buy |
6,060
+323
| +6% | +$82.4K | 0.15% | 75 |
|
|
2025
Q1 | $1.41M | Buy |
5,737
+2,813
| +96% | +$717K | 0.16% | 82 |
|
|
2024
Q4 | $701K | Sell |
2,924
-7
| -0.2% | -$1.63K | 0.08% | 96 |
|
|
2024
Q3 | $618K | Sell |
2,931
-79
| -3% | -$16.6K | 0.07% | 97 |
|
|
2024
Q2 | $609K | Sell |
3,010
-12
| -0.4% | -$2.35K | 0.08% | 99 |
|
|
2024
Q1 | $605K | Buy |
3,022
+34
| +1% | +$6.13K | 0.09% | 90 |
|
|
2023
Q4 | $508K | Sell |
2,988
-257
| -8% | -$38.9K | 0.08% | 93 |
|
|
2023
Q3 | $471K | Buy |
3,245
+146
| +5% | +$21.9K | 0.09% | 93 |
|
|
2023
Q2 | $451K | Sell |
3,099
-72
| -2% | -$9.9K | 0.08% | 91 |
|
|
2023
Q1 | $413K | Buy |
3,171
+110
| +4% | +$15.1K | 0.08% | 88 |
|
|
2022
Q4 | $410K | Buy |
3,061
+43
| +1% | +$5.45K | 0.08% | 94 |
|
|
2022
Q3 | $315K | Buy |
3,018
+51
| +2% | +$5.85K | 0.06% | 97 |
|
|
2022
Q2 | $334K | Sell |
2,967
-367
| -11% | -$45.5K | 0.07% | 95 |
|
|
2022
Q1 | $454K | Sell |
3,334
-30
| -0.9% | -$4.43K | 0.08% | 87 |
|
|
2021
Q4 | $533K | Sell |
3,364
-242
| -7% | -$39.7K | 0.1% | 83 |
|
|
2021
Q3 | $590K | Sell |
3,606
-62
| -2% | -$9.72K | 0.12% | 79 |
|
|
2021
Q2 | $571K | Buy |
3,668
+52
| +1% | +$8.17K | 0.11% | 82 |
|
|
2021
Q1 | $550K | Sell |
3,616
-83
| -2% | -$11.9K | 0.12% | 78 |
|
|
2020
Q4 | $470K | Sell |
3,699
-4
| -0.1% | -$447 | 0.11% | 74 |
|
|
2020
Q3 | $356K | Buy |
3,703
+280
| +8% | +$27.5K | 0.1% | 73 |
|
|
2020
Q2 | $322K | Buy |
3,423
+806
| +31% | +$76.5K | 0.07% | 75 |
|
|
2020
Q1 | $236K | Sell |
2,617
-81
| -3% | -$9.84K | 0.07% | 68 |
|
|
2019
Q4 | $376K | Buy |
2,698
+92
| +4% | +$11.8K | 0.09% | 64 |
|
|
2019
Q3 | $307K | Buy |
2,606
+100
| +4% | +$11.3K | 0.09% | 67 |
|
|
2019
Q2 | $280K | Buy |
2,506
+98
| +4% | +$10.8K | 0.08% | 69 |
|
|
2019
Q1 | $244K | Buy |
2,408
+93
| +4% | +$9.58K | 0.07% | 70 |
|
|
2018
Q4 | $226K | Sell |
2,315
-51
| -2% | -$5.43K | 0.08% | 65 |
|
|
2018
Q3 | $267K | Sell |
2,366
-142
| -6% | -$16.1K | 0.09% | 63 |
|
|
2018
Q2 | $261K | Buy |
2,508
+15
| +0.6% | +$1.65K | 0.1% | 60 |
|
|
2018
Q1 | $274K | Sell |
2,493
-3
| -0.1% | -$340 | 0.12% | 51 |
|
|
2017
Q4 | $267K | Buy |
2,496
+12
| +0.5% | +$1.22K | 0.13% | 48 |
|
|
2017
Q3 | $237K | Buy |
2,484
+72
| +3% | +$6.64K | 0.13% | 48 |
|
|
2017
Q2 | $220K | Sell |
2,412
-180
| -7% | -$15.5K | 0.13% | 42 |
|
|
2017
Q1 | $228K | Sell |
2,592
-125
| -5% | -$11K | 0.14% | 35 |
|
|
2016
Q4 | $234K | Buy |
+2,717
| New | +$207K | 0.17% | 34 |
|
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