HFR Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
1,890
+10
| +0.5% | +$2.9K | 0.13% | 34 |
|
|
2025
Q1 | $461K | Hold |
1,880
| – | – | 0.11% | 41 |
|
|
2024
Q4 | $451K | Buy |
1,880
+35
| +2% | +$8.39K | 0.11% | 43 |
|
|
2024
Q3 | $389K | Hold |
1,845
| – | – | 0.09% | 46 |
|
|
2024
Q2 | $373K | Hold |
1,845
| – | – | 0.09% | 46 |
|
|
2024
Q1 | $370K | Hold |
1,845
| – | – | 0.09% | 48 |
|
|
2023
Q4 | $314K | Hold |
1,845
| – | – | 0.09% | 50 |
|
|
2023
Q3 | $268K | Hold |
1,845
| – | – | 0.08% | 50 |
|
|
2023
Q2 | $268K | Hold |
1,845
| – | – | 0.07% | 50 |
|
|
2023
Q1 | $240K | Hold |
1,845
| – | – | 0.07% | 56 |
|
|
2022
Q4 | $247K | Buy |
+1,845
| New | +$247K | 0.07% | 54 |
|
|
2022
Q3 | – | Sell |
-1,845
| Closed | -$208K | – | 57 |
|
|
2022
Q2 | $208K | Hold |
1,845
| – | – | 0.06% | 59 |
|
|
2022
Q1 | $252K | Sell |
1,845
-159
| -8% | -$21.7K | 0.07% | 55 |
|
|
2021
Q4 | $317K | Hold |
2,004
| – | – | 0.08% | 48 |
|
|
2021
Q3 | $328K | Sell |
2,004
-144
| -7% | -$23.6K | 0.1% | 48 |
|
|
2021
Q2 | $334K | Buy |
+2,148
| New | +$334K | 0.1% | 49 |
|