Hennessy Advisors Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $8.58M | Sell |
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|
2024
Q3 | $7.8M | Sell |
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|
2024
Q2 | $7.69M | Sell |
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|
2024
Q1 | $8.05M | Sell |
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|
2023
Q4 | $9.82M | Sell |
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|
2023
Q3 | $11M | Sell |
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|
2023
Q2 | $12.1M | Sell |
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|
2023
Q1 | $11.8M | Sell |
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|
2022
Q4 | $12.2M | Buy |
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|
2022
Q3 | $8.49M | Buy |
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|
2022
Q2 | $8.97M | Buy |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $8.22M | Sell |
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|
2021
Q3 | $10.7M | Sell |
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|
2021
Q2 | $11M | Sell |
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|
2021
Q1 | $11M | Sell |
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|
2020
Q4 | $10.1M | Buy |
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|
2020
Q3 | $6.38M | Buy |
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|
2020
Q2 | $5.47M | Buy |
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|
2020
Q1 | $5.18M | Sell |
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|
2019
Q4 | $13.4M | Sell |
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|
2019
Q3 | $14.5M | Sell |
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|
2019
Q2 | $14.1M | Buy |
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|
2019
Q1 | $11.6M | Buy |
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|
2018
Q4 | $4.67M | Buy |
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|
2018
Q3 | $2.6M | Buy |
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|
2018
Q2 | $2.29M | Hold |
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|
2018
Q1 | $2.42M | Sell |
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|
2017
Q4 | $3.78M | Buy |
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|
2017
Q3 | $1.53M | Hold |
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|
2017
Q2 | $1.46M | Sell |
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|
2017
Q1 | $1.49M | Buy |
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|
2016
Q4 | $1.38M | Buy |
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|
2016
Q3 | $799K | Sell |
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|
2016
Q2 | $2.49M | Sell |
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|
2016
Q1 | $4.09M | Buy |
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|
2015
Q4 | $4.49M | Sell |
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|
2015
Q3 | $4.39M | Buy |
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|
2015
Q2 | $4M | Sell |
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|
2015
Q1 | $3.63M | Sell |
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|
2014
Q4 | $8.02M | Buy |
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|
2014
Q3 | $7.11M | Sell |
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|
2014
Q2 | $7.5M | Sell |
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|
2014
Q1 | $8.92M | Buy |
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|
2013
Q4 | $5.25M | Sell |
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|
2013
Q3 | $4.8M | Sell |
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|
2013
Q2 | $6.26M | Buy |
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