HIG
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Herr Investment Group’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-18,441
Closed -$3.14M 70
2023
Q4
$3.14M Sell
18,441
-22,103
-55% -$3.76M 0.18% 32
2023
Q3
$5.88M Buy
+40,544
New +$5.88M 0.45% 22