Hibernia Wealth Partners’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 | $1.07M | Buy |
3,697
+2,642
| +250% | +$766K | 0.35% | 27 |
|
|
2025
Q1 | $259K | Sell |
1,055
-2,518
| -70% | -$618K | 0.18% | 40 |
|
|
2024
Q4 | $856K | Sell |
3,573
-2,075
| -37% | -$497K | 0.56% | 22 |
|
|
2024
Q3 | $1.19M | Buy |
5,648
+3,227
| +133% | +$680K | 0.36% | 30 |
|
|
2024
Q2 | $490K | Sell |
2,421
-1,199
| -33% | -$243K | 0.17% | 44 |
|
|
2024
Q1 | $725K | Sell |
3,620
-34
| -0.9% | -$6.81K | 0.49% | 26 |
|
|
2023
Q4 | $622K | Buy |
3,654
+197
| +6% | +$33.5K | 0.47% | 27 |
|
|
2023
Q3 | $501K | Buy |
+3,457
| New | +$501K | 0.39% | 33 |
|