HAM
Hedges Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$240K | – | 111 |
|
|
2024
Q4 | $240K | Sell |
1,000
-3,300
| -77% | -$791K | 0.16% | 103 |
|
|
2024
Q3 | $907K | Sell |
4,300
-800
| -16% | -$169K | 0.6% | 56 |
|
|
2024
Q2 | $1.03M | Hold |
5,100
| – | – | 0.74% | 49 |
|
|
2024
Q1 | $1.02M | Hold |
5,100
| – | – | 0.72% | 47 |
|
|
2023
Q4 | $868K | Hold |
5,100
| – | – | 0.68% | 44 |
|
|
2023
Q3 | $740K | Buy |
5,100
+800
| +19% | +$116K | 0.65% | 48 |
|
|
2023
Q2 | $625K | Hold |
4,300
| – | – | 0.53% | 58 |
|
|
2023
Q1 | $560K | Hold |
4,300
| – | – | 0.48% | 61 |
|
|
2022
Q4 | $577K | Hold |
4,300
| – | – | 0.51% | 51 |
|
|
2022
Q3 | $449K | Hold |
4,300
| – | – | 0.45% | 58 |
|
|
2022
Q2 | $485K | Hold |
4,300
| – | – | 0.46% | 61 |
|
|
2022
Q1 | $586K | Hold |
4,300
| – | – | 0.45% | 62 |
|
|
2021
Q4 | $681K | Buy |
+4,300
| New | +$681K | 0.53% | 54 |
|