Hengehold Capital 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 | $8.3M | Sell |
28,633
-685
| -2% | -$199K | 0.76% | 32 |
|
|
2025
Q1 | $7.19M | Sell |
29,318
-363
| -1% | -$89K | 0.68% | 32 |
|
|
2024
Q4 | $7.11M | Sell |
29,681
-704
| -2% | -$169K | 0.67% | 33 |
|
|
2024
Q3 | $6.41M | Buy |
30,385
+487
| +2% | +$103K | 0.61% | 34 |
|
|
2024
Q2 | $6.05M | Sell |
29,898
-378
| -1% | -$76.5K | 0.63% | 34 |
|
|
2024
Q1 | $6.06M | Sell |
30,276
-362
| -1% | -$72.5K | 0.65% | 33 |
|
|
2023
Q4 | $5.21M | Sell |
30,638
-218
| -0.7% | -$37.1K | 0.62% | 32 |
|
|
2023
Q3 | $4.47M | Buy |
30,856
+369
| +1% | +$53.5K | 0.58% | 34 |
|
|
2023
Q2 | $4.43M | Buy |
30,487
+32
| +0.1% | +$4.65K | 0.59% | 34 |
|
|
2023
Q1 | $3.97M | Buy |
30,455
+23
| +0.1% | +$3K | 0.55% | 39 |
|
|
2022
Q4 | $4.08M | Buy |
30,432
+1,097
| +4% | +$147K | 0.57% | 39 |
|
|
2022
Q3 | $3.07M | Buy |
29,335
+746
| +3% | +$78K | 0.47% | 38 |
|
|
2022
Q2 | $3.22M | Buy |
28,589
+2,309
| +9% | +$260K | 0.46% | 35 |
|
|
2022
Q1 | $3.58M | Buy |
26,280
+339
| +1% | +$46.2K | 0.49% | 35 |
|
|
2021
Q4 | $4.11M | Sell |
25,941
-169
| -0.6% | -$26.8K | 0.51% | 30 |
|
|
2021
Q3 | $4.27M | Buy |
26,110
+315
| +1% | +$51.6K | 0.56% | 30 |
|
|
2021
Q2 | $4.01M | Buy |
25,795
+735
| +3% | +$114K | 0.53% | 31 |
|
|
2021
Q1 | $3.82M | Sell |
25,060
-44
| -0.2% | -$6.7K | 0.53% | 32 |
|
|
2020
Q4 | $3.19M | Buy |
25,104
+134
| +0.5% | +$17K | 0.47% | 28 |
|
|
2020
Q3 | $2.4M | Buy |
24,970
+66
| +0.3% | +$6.35K | 0.39% | 33 |
|
|
2020
Q2 | $2.34M | Sell |
24,904
-767
| -3% | -$72.1K | 0.42% | 33 |
|
|
2020
Q1 | $2.31M | Sell |
25,671
-119
| -0.5% | -$10.7K | 0.49% | 26 |
|
|
2019
Q4 | $3.6M | Buy |
25,790
+378
| +1% | +$52.7K | 0.61% | 21 |
|
|
2019
Q3 | $2.99M | Sell |
25,412
-262
| -1% | -$30.8K | 0.55% | 28 |
|
|
2019
Q2 | $2.87M | Buy |
25,674
+566
| +2% | +$63.3K | 0.55% | 30 |
|
|
2019
Q1 | $2.54M | Buy |
25,108
+1,148
| +5% | +$116K | 0.6% | 35 |
|
|
2018
Q4 | $2.34M | Buy |
23,960
+1,464
| +7% | +$143K | 0.75% | 31 |
|
|
2018
Q3 | $2.54M | Sell |
22,496
-53
| -0.2% | -$5.98K | 0.64% | 32 |
|
|
2018
Q2 | $2.35M | Buy |
22,549
+2
| +0% | +$208 | 0.61% | 32 |
|
|
2018
Q1 | $2.48M | Sell |
22,547
-387
| -2% | -$42.6K | 0.65% | 31 |
|
|
2017
Q4 | $2.45M | Sell |
22,934
-706
| -3% | -$75.5K | 0.64% | 31 |
|
|
2017
Q3 | $2.26M | Buy |
23,640
+539
| +2% | +$51.5K | 0.6% | 36 |
|
|
2017
Q2 | $2.11M | Sell |
23,101
-266
| -1% | -$24.3K | 0.59% | 36 |
|
|
2017
Q1 | $2.05M | Sell |
23,367
-2,471
| -10% | -$217K | 0.57% | 38 |
|
|
2016
Q4 | $2.23M | Sell |
25,838
-214
| -0.8% | -$18.5K | 0.68% | 29 |
|
|
2016
Q3 | $1.74M | Sell |
26,052
-334
| -1% | -$22.2K | 0.55% | 39 |
|
|
2016
Q2 | $1.64M | Sell |
26,386
-124
| -0.5% | -$7.71K | 0.53% | 43 |
|
|
2016
Q1 | $1.57M | Buy |
26,510
+1,725
| +7% | +$102K | 0.51% | 46 |
|
|
2015
Q4 | $1.64M | Buy |
24,785
+229
| +0.9% | +$15.1K | 0.59% | 41 |
|
|
2015
Q3 | $1.5M | Buy |
+24,556
| New | +$1.5M | 0.65% | 39 |
|
|
2015
Q2 | – | Sell |
-5,680
| Closed | -$344K | – | 72 |
|
|
2015
Q1 | $344K | Sell |
5,680
-100
| -2% | -$6.06K | 0.12% | 57 |
|
|
2014
Q4 | $362K | Buy |
5,780
+1,275
| +28% | +$79.9K | 0.13% | 57 |
|
|
2014
Q3 | $271K | Hold |
4,505
| – | – | 0.09% | 61 |
|
|
2014
Q2 | $260K | Sell |
4,505
-308
| -6% | -$17.8K | 0.09% | 61 |
|
|
2014
Q1 | $292K | Sell |
4,813
-493
| -9% | -$29.9K | 0.1% | 60 |
|
|
2013
Q4 | $310K | Sell |
5,306
-1,010
| -16% | -$59K | 0.11% | 58 |
|
|
2013
Q3 | $326K | Sell |
6,316
-2,400
| -28% | -$124K | 0.13% | 60 |
|
|
2013
Q2 | $460K | Buy |
+8,716
| New | +$460K | 0.2% | 54 |
|