Hennion & Walsh Asset Management’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 | $10.4M | Buy |
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|
2025
Q1 | $8.44M | Buy |
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|
2024
Q4 | $7.5M | Sell |
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|
2024
Q3 | $6.74M | Buy |
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|
2024
Q2 | $5.19M | Sell |
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|
2024
Q1 | $5.44M | Buy |
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|
2023
Q4 | $4.39M | Sell |
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|
2023
Q3 | $4.45M | Sell |
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|
2023
Q2 | $5.1M | Sell |
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|
2023
Q1 | $6.21M | Sell |
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|
2022
Q4 | $7.1M | Sell |
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|
2022
Q3 | $6.28M | Sell |
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|
2022
Q2 | $6.92M | Sell |
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|
2022
Q1 | $8.46M | Buy |
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|
2021
Q4 | $8.86M | Buy |
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|
2021
Q3 | $8.21M | Buy |
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|
2021
Q2 | $7.53M | Buy |
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|
2021
Q1 | $6.46M | Buy |
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