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