HAG
HF Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
15,151
+1,658
| +12% | +$481K | 1.74% | 7 |
|
|
2025
Q1 | $3.31M | Sell |
13,493
-184
| -1% | -$45.1K | 1.45% | 14 |
|
|
2024
Q4 | $3.28M | Buy |
13,677
+1,083
| +9% | +$260K | 1.51% | 12 |
|
|
2024
Q3 | $2.66M | Buy |
12,594
+725
| +6% | +$153K | 1.23% | 17 |
|
|
2024
Q2 | $2.4M | Sell |
11,869
-522
| -4% | -$106K | 1.24% | 17 |
|
|
2024
Q1 | $2.48M | Buy |
12,391
+937
| +8% | +$188K | 1.39% | 16 |
|
|
2023
Q4 | $1.95M | Buy |
11,454
+1,534
| +15% | +$261K | 1.24% | 21 |
|
|
2023
Q3 | $1.45M | Buy |
9,920
+367
| +4% | +$53.6K | 1.07% | 27 |
|
|
2023
Q2 | $1.39M | Buy |
9,553
+2,024
| +27% | +$294K | 1.1% | 26 |
|
|
2023
Q1 | $981K | Buy |
7,529
+1,045
| +16% | +$136K | 0.87% | 38 |
|
|
2022
Q4 | $870K | Buy |
+6,484
| New | +$870K | 0.88% | 37 |
|