HWA
HHM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
10,242
-99
| -1% | -$28.7K | 0.35% | 22 |
|
|
2025
Q1 | $2.54M | Buy |
10,341
+38
| +0.4% | +$9.32K | 0.34% | 25 |
|
|
2024
Q4 | $2.47M | Buy |
10,303
+3,664
| +55% | +$878K | 0.34% | 26 |
|
|
2024
Q3 | $1.4M | Hold |
6,639
| – | – | 0.2% | 47 |
|
|
2024
Q2 | $1.34M | Buy |
6,639
+307
| +5% | +$62.1K | 0.2% | 50 |
|
|
2024
Q1 | $1.27M | Sell |
6,332
-150
| -2% | -$30K | 0.21% | 46 |
|
|
2023
Q4 | $1.1M | Buy |
6,482
+223
| +4% | +$37.9K | 0.19% | 46 |
|
|
2023
Q3 | $908K | Sell |
6,259
-219
| -3% | -$31.8K | 0.18% | 48 |
|
|
2023
Q2 | $942K | Sell |
6,478
-91
| -1% | -$13.2K | 0.18% | 46 |
|
|
2023
Q1 | $856K | Buy |
6,569
+1,346
| +26% | +$175K | 0.17% | 45 |
|
|
2022
Q4 | $700K | Buy |
5,223
+569
| +12% | +$76.3K | 0.16% | 50 |
|
|
2022
Q3 | $486K | Sell |
4,654
-834
| -15% | -$87.1K | 0.13% | 60 |
|
|
2022
Q2 | $618K | Buy |
5,488
+602
| +12% | +$67.8K | 0.16% | 53 |
|
|
2022
Q1 | $666K | Buy |
4,886
+398
| +9% | +$54.3K | 0.16% | 57 |
|
|
2021
Q4 | $711K | Buy |
4,488
+32
| +0.7% | +$5.07K | 0.17% | 51 |
|
|
2021
Q3 | $729K | Hold |
4,456
| – | – | 0.2% | 48 |
|
|
2021
Q2 | $693K | Sell |
4,456
-346
| -7% | -$53.8K | 0.19% | 51 |
|
|
2021
Q1 | $731K | Buy |
4,802
+247
| +5% | +$37.6K | 0.23% | 40 |
|
|
2020
Q4 | $579K | Buy |
4,555
+210
| +5% | +$26.7K | 0.2% | 43 |
|
|
2020
Q3 | $418K | Buy |
4,345
+52
| +1% | +$5K | 0.17% | 50 |
|
|
2020
Q2 | $404K | Sell |
4,293
-243
| -5% | -$22.9K | 0.17% | 48 |
|
|
2020
Q1 | $408K | Buy |
4,536
+1,744
| +62% | +$157K | 0.2% | 45 |
|
|
2019
Q4 | $389K | Sell |
2,792
-281
| -9% | -$39.2K | 0.19% | 51 |
|
|
2019
Q3 | $362K | Buy |
3,073
+639
| +26% | +$75.3K | 0.21% | 52 |
|
|
2019
Q2 | $272K | Hold |
2,434
| – | – | 0.16% | 57 |
|
|
2019
Q1 | $246K | Buy |
+2,434
| New | +$246K | 0.16% | 55 |
|