Hillcrest 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
$868K Sell
2025
Q1
$832K Sell
2024
Q4
$913K Sell
2024
Q3
$909K Hold
2024
Q2
$872K Hold
2024
Q1
$863K Hold
2023
Q4
$733K Hold
2023
Q3
$625K Hold
2023
Q2
$627K Hold
2023
Q1
$562K Hold
2022
Q4
$578K Sell
2022
Q3
$453K Hold
2022
Q2
$488K Hold
2022
Q1
$591K Hold
2021
Q4
$687K Hold
2021
Q3
$710K Buy
2021
Q2
$670K Buy
2021
Q1
$612K Hold
2020
Q4
$511K Sell
2020
Q3
$1.01M Buy