Hennion & Walsh Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
35,855
+1,452
| +4% | +$421K | 0.42% | 35 |
|
|
2025
Q1 | $8.44M | Buy |
34,403
+3,122
| +10% | +$766K | 0.38% | 42 |
|
|
2024
Q4 | $7.5M | Sell |
31,281
-693
| -2% | -$166K | 0.34% | 53 |
|
|
2024
Q3 | $6.74M | Buy |
31,974
+6,337
| +25% | +$1.34M | 0.31% | 57 |
|
|
2024
Q2 | $5.19M | Sell |
25,637
-1,512
| -6% | -$306K | 0.27% | 79 |
|
|
2024
Q1 | $5.44M | Buy |
27,149
+1,330
| +5% | +$266K | 0.29% | 67 |
|
|
2023
Q4 | $4.39M | Sell |
25,819
-4,849
| -16% | -$825K | 0.25% | 92 |
|
|
2023
Q3 | $4.45M | Sell |
30,668
-4,371
| -12% | -$634K | 0.28% | 79 |
|
|
2023
Q2 | $5.1M | Sell |
35,039
-12,651
| -27% | -$1.84M | 0.3% | 73 |
|
|
2023
Q1 | $6.21M | Sell |
47,690
-5,251
| -10% | -$684K | 0.38% | 59 |
|
|
2022
Q4 | $7.1M | Sell |
52,941
-7,108
| -12% | -$953K | 0.44% | 50 |
|
|
2022
Q3 | $6.28M | Sell |
60,049
-1,439
| -2% | -$150K | 0.41% | 53 |
|
|
2022
Q2 | $6.92M | Sell |
61,488
-604
| -1% | -$68K | 0.43% | 53 |
|
|
2022
Q1 | $8.46M | Buy |
62,092
+6,160
| +11% | +$840K | 0.45% | 48 |
|
|
2021
Q4 | $8.86M | Buy |
55,932
+5,774
| +12% | +$914K | 0.44% | 50 |
|
|
2021
Q3 | $8.21M | Buy |
50,158
+1,728
| +4% | +$283K | 0.43% | 50 |
|
|
2021
Q2 | $7.53M | Buy |
48,430
+5,988
| +14% | +$931K | 0.4% | 52 |
|
|
2021
Q1 | $6.46M | Buy |
+42,442
| New | +$6.46M | 0.39% | 59 |
|