Hill Island Financial’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 | $635K | Buy |
+2,191
| New | +$635K | 0.18% | 40 |
|
|
2025
Q1 | – | Sell |
-1,354
| Closed | -$325K | – | 66 |
|
|
2024
Q4 | $325K | Sell |
1,354
-47
| -3% | -$11.3K | 0.09% | 55 |
|
|
2024
Q3 | $295K | Sell |
1,401
-257
| -16% | -$54.2K | 0.09% | 55 |
|
|
2024
Q2 | $335K | Buy |
1,658
+304
| +22% | +$61.5K | 0.11% | 48 |
|
|
2024
Q1 | $271K | Sell |
1,354
-372
| -22% | -$74.5K | 0.09% | 56 |
|
|
2023
Q4 | $294K | Buy |
+1,726
| New | +$294K | 0.1% | 52 |
|