HG
Herbst Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,295
| Closed | -$1.75M | – | 64 |
|
|
2024
Q4 | $1.75M | Buy |
7,295
+210
| +3% | +$50.3K | 1.09% | 40 |
|
|
2024
Q3 | $1.49M | Sell |
7,085
-375
| -5% | -$79.1K | 0.93% | 45 |
|
|
2024
Q2 | $1.51M | Sell |
7,460
-800
| -10% | -$162K | 0.92% | 44 |
|
|
2024
Q1 | $1.65M | Sell |
8,260
-25
| -0.3% | -$5.01K | 1.02% | 44 |
|
|
2023
Q4 | $1.41M | Sell |
8,285
-200
| -2% | -$34K | 0.9% | 46 |
|
|
2023
Q3 | $1.23M | Buy |
8,485
+700
| +9% | +$102K | 0.88% | 44 |
|
|
2023
Q2 | $1.13M | Buy |
7,785
+100
| +1% | +$14.5K | 0.78% | 49 |
|
|
2023
Q1 | $1M | Buy |
7,685
+435
| +6% | +$56.7K | 0.71% | 55 |
|
|
2022
Q4 | $972K | Buy |
7,250
+170
| +2% | +$22.8K | 0.79% | 53 |
|
|
2022
Q3 | $740K | Sell |
7,080
-200
| -3% | -$20.9K | 0.61% | 59 |
|
|
2022
Q2 | $830K | Sell |
7,280
-1,000
| -12% | -$114K | 0.66% | 59 |
|
|
2022
Q1 | $1.13M | Buy |
8,280
+1,000
| +14% | +$136K | 0.74% | 54 |
|
|
2021
Q4 | $1.15M | Buy |
+7,280
| New | +$1.15M | 0.71% | 58 |
|