Hemington Wealth Management’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 | $2.92M | Buy |
10,088
+165
| +2% | +$47.8K | 0.42% | 29 |
|
|
2025
Q1 | $2.43M | Buy |
9,923
+234
| +2% | +$57.4K | 0.38% | 30 |
|
|
2024
Q4 | $2.32M | Buy |
9,689
+365
| +4% | +$87.5K | 0.58% | 31 |
|
|
2024
Q3 | $2.07M | Sell |
9,324
-72
| -0.8% | -$16K | 0.56% | 30 |
|
|
2024
Q2 | $1.9M | Buy |
9,396
+194
| +2% | +$39.2K | 0.64% | 30 |
|
|
2024
Q1 | $1.84M | Sell |
9,202
-1,316
| -13% | -$264K | 0.67% | 28 |
|
|
2023
Q4 | $1.79M | Buy |
10,518
+1,285
| +14% | +$219K | 0.69% | 26 |
|
|
2023
Q3 | $1.34M | Sell |
9,233
-448
| -5% | -$64.9K | 0.64% | 26 |
|
|
2023
Q2 | $1.41M | Sell |
9,681
-329
| -3% | -$47.8K | 0.57% | 26 |
|
|
2023
Q1 | $1.3M | Buy |
10,010
+220
| +2% | +$28.7K | 0.53% | 26 |
|
|
2022
Q4 | $1.31M | Sell |
9,790
-45
| -0.5% | -$6.03K | 0.56% | 24 |
|
|
2022
Q3 | $1.03M | Buy |
9,835
+14
| +0.1% | +$1.46K | 0.45% | 29 |
|
|
2022
Q2 | $1.11M | Buy |
9,821
+133
| +1% | +$15K | 0.44% | 32 |
|
|
2022
Q1 | $1.32M | Buy |
9,688
+3,223
| +50% | +$439K | 0.44% | 31 |
|
|
2021
Q4 | $822K | Sell |
6,465
-2,873
| -31% | -$365K | 0.38% | 34 |
|
|
2021
Q3 | $1.53M | Sell |
9,338
-253
| -3% | -$41.4K | 0.56% | 28 |
|
|
2021
Q2 | $1.49M | Sell |
9,591
-842
| -8% | -$131K | 0.64% | 26 |
|
|
2021
Q1 | $1.59M | Buy |
10,433
+3,968
| +61% | +$604K | 0.67% | 26 |
|
|
2020
Q4 | $822K | Buy |
+6,465
| New | +$822K | 0.38% | 34 |
|