Hedeker Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Sell |
18,359
-106
| -0.6% | -$30.7K | 1.24% | 26 |
|
|
2025
Q1 | $4.53M | Sell |
18,465
-397
| -2% | -$97.4K | 1.22% | 30 |
|
|
2024
Q4 | $4.52M | Sell |
18,862
-120
| -0.6% | -$28.8K | 1.13% | 32 |
|
|
2024
Q3 | $4M | Buy |
18,982
+11
| +0.1% | +$2.32K | 1.06% | 39 |
|
|
2024
Q2 | $3.84M | Sell |
18,971
-383
| -2% | -$77.5K | 1.11% | 33 |
|
|
2024
Q1 | $3.88M | Buy |
19,354
+615
| +3% | +$123K | 1.12% | 36 |
|
|
2023
Q4 | $3.19M | Sell |
18,739
-425
| -2% | -$72.3K | 1.01% | 38 |
|
|
2023
Q3 | $2.78M | Sell |
19,164
-12,751
| -40% | -$1.85M | 0.96% | 41 |
|
|
2023
Q2 | $4.64M | Sell |
31,915
-7,875
| -20% | -$1.15M | 1.55% | 21 |
|
|
2023
Q1 | $5.19M | Sell |
39,790
-274
| -0.7% | -$35.7K | 1.84% | 15 |
|
|
2022
Q4 | $5.37M | Sell |
40,064
-69
| -0.2% | -$9.25K | 2.01% | 11 |
|
|
2022
Q3 | $4.19M | Buy |
40,133
+4,275
| +12% | +$447K | 1.63% | 22 |
|
|
2022
Q2 | $4.11M | Sell |
35,858
-2,755
| -7% | -$315K | 1.42% | 23 |
|
|
2022
Q1 | $5.26M | Buy |
38,613
+1,135
| +3% | +$155K | 1.59% | 22 |
|
|
2021
Q4 | $5.93M | Sell |
37,478
-204
| -0.5% | -$32.3K | 1.72% | 19 |
|
|
2021
Q3 | $6.17M | Buy |
37,682
+1,507
| +4% | +$247K | 1.91% | 16 |
|
|
2021
Q2 | $5.63M | Sell |
36,175
-1,100
| -3% | -$171K | 1.75% | 19 |
|
|
2021
Q1 | $5.67M | Sell |
37,275
-368
| -1% | -$56K | 1.99% | 13 |
|
|
2020
Q4 | $4.78M | Buy |
37,643
+1,556
| +4% | +$198K | 1.67% | 17 |
|
|
2020
Q3 | $3.47M | Sell |
36,087
-5,948
| -14% | -$573K | 1.64% | 22 |
|
|
2020
Q2 | $3.95M | Buy |
42,035
+213
| +0.5% | +$20K | 2.04% | 16 |
|
|
2020
Q1 | $3.77M | Sell |
41,822
-677
| -2% | -$60.9K | 2.37% | 10 |
|
|
2019
Q4 | $5.92M | Buy |
42,499
+14
| +0% | +$1.95K | 3.18% | 4 |
|
|
2019
Q3 | $5M | Buy |
42,485
+1,580
| +4% | +$186K | 3.02% | 4 |
|
|
2019
Q2 | $4.57M | Buy |
40,905
+1,314
| +3% | +$147K | 2.9% | 7 |
|
|
2019
Q1 | $3.89M | Buy |
39,591
+537
| +1% | +$52.8K | 2.94% | 5 |
|
|
2018
Q4 | $3.81M | Buy |
39,054
+735
| +2% | +$71.7K | 3.06% | 5 |
|
|
2018
Q3 | $4.32M | Buy |
38,319
+771
| +2% | +$87K | 3.03% | 6 |
|
|
2018
Q2 | $3.91M | Buy |
37,548
+548
| +1% | +$57.1K | 3% | 7 |
|
|
2018
Q1 | $4.07M | Buy |
37,000
+1,519
| +4% | +$167K | 3.14% | 5 |
|
|
2017
Q4 | $3.79M | Buy |
35,481
+1,999
| +6% | +$214K | 2.95% | 8 |
|
|
2017
Q3 | $3.2M | Buy |
33,482
+7,231
| +28% | +$690K | 2.81% | 7 |
|
|
2017
Q2 | $2.4M | Sell |
26,251
-74
| -0.3% | -$6.76K | 2.31% | 8 |
|
|
2017
Q1 | $2.31M | Sell |
26,325
-6,049
| -19% | -$531K | 2.19% | 9 |
|
|
2016
Q4 | $2.79M | Buy |
32,374
+30,198
| +1,388% | +$2.61M | 2.3% | 6 |
|
|
2016
Q3 | $32.7K | Sell |
2,176
-22,534
| -91% | -$338K | 1.69% | 18 |
|
|
2016
Q2 | $1.54M | Sell |
24,710
-25,436
| -51% | -$1.58M | 1.34% | 24 |
|
|
2016
Q1 | $2.97M | Sell |
50,146
-5,020
| -9% | -$297K | 2.78% | 6 |
|
|
2015
Q4 | $3.64M | Sell |
55,166
-140
| -0.3% | -$9.24K | 3.22% | 7 |
|
|
2015
Q3 | $3.37M | Sell |
55,306
-585
| -1% | -$35.7K | 2.93% | 6 |
|
|
2015
Q2 | $3.79M | Sell |
55,891
-400
| -0.7% | -$27.1K | 3.05% | 4 |
|
|
2015
Q1 | $3.54M | Buy |
56,291
+985
| +2% | +$61.9K | 2.93% | 6 |
|
|
2014
Q4 | $3.46M | Buy |
+55,306
| New | +$3.46M | 2.79% | 7 |
|