HHM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $2.47M | Buy |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $908K | Sell |
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|
2023
Q2 | $942K | Sell |
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|
2023
Q1 | $856K | Buy |
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|
2022
Q4 | $700K | Buy |
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|
2022
Q3 | $486K | Sell |
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|
2022
Q2 | $618K | Buy |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $711K | Buy |
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|
2021
Q3 | $729K | Hold |
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|
2021
Q2 | $693K | Sell |
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $579K | Buy |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $404K | Sell |
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|
2020
Q1 | $408K | Buy |
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|
2019
Q4 | $389K | Sell |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $272K | Hold |
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|
2019
Q1 | $246K | Buy |
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