HCM
HGI Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,046
| Closed | -$1.92M | – | 54 |
|
|
2022
Q1 | $1.92M | Sell |
14,046
-568
| -4% | -$77.4K | 0.59% | 41 |
|
|
2021
Q4 | $2.31M | Sell |
14,614
-3,251
| -18% | -$515K | 0.83% | 39 |
|
|
2021
Q3 | $2.92M | Sell |
17,865
-2,459
| -12% | -$402K | 1.18% | 35 |
|
|
2021
Q2 | $3.16M | Sell |
20,324
-24,297
| -54% | -$3.78M | 1.1% | 35 |
|
|
2021
Q1 | $6.79M | Sell |
44,621
-15,393
| -26% | -$2.34M | 2.88% | 9 |
|
|
2020
Q4 | $7.63M | Buy |
60,014
+14,526
| +32% | +$1.85M | 3.57% | 5 |
|
|
2020
Q3 | $4.38M | Buy |
45,488
+8,841
| +24% | +$851K | 2.57% | 15 |
|
|
2020
Q2 | $3.45M | Sell |
36,647
-21,795
| -37% | -$2.05M | 2.13% | 16 |
|
|
2020
Q1 | $5.26M | Buy |
58,442
+23,326
| +66% | +$2.1M | 4.99% | 5 |
|
|
2019
Q4 | $4.9M | Sell |
35,116
-6,820
| -16% | -$951K | 2.37% | 14 |
|
|
2019
Q3 | $4.94M | Sell |
41,936
-9,107
| -18% | -$1.07M | 2.71% | 10 |
|
|
2019
Q2 | $5.71M | Buy |
51,043
+10,004
| +24% | +$1.12M | 2.59% | 11 |
|
|
2019
Q1 | $4.15M | Sell |
41,039
-13,520
| -25% | -$1.37M | 2.18% | 15 |
|
|
2018
Q4 | $5.33M | Buy |
54,559
+15,362
| +39% | +$1.5M | 4.55% | 2 |
|
|
2018
Q3 | $4.42M | Buy |
39,197
+2,767
| +8% | +$312K | 3.06% | 3 |
|
|
2018
Q2 | $3.8M | Buy |
36,430
+10,561
| +41% | +$1.1M | 1.62% | 8 |
|
|
2018
Q1 | $2.85M | Buy |
+25,869
| New | +$2.85M | 1.52% | 9 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 23 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 25 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 22 |
|