HWA
Hillcrest Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Sell |
2,995
-395
| -12% | -$115K | 0.41% | 26 |
|
|
2025
Q1 | $832K | Sell |
3,390
-420
| -11% | -$103K | 0.41% | 28 |
|
|
2024
Q4 | $913K | Sell |
3,810
-500
| -12% | -$120K | 0.43% | 28 |
|
|
2024
Q3 | $909K | Hold |
4,310
| – | – | 0.45% | 25 |
|
|
2024
Q2 | $872K | Hold |
4,310
| – | – | 0.47% | 25 |
|
|
2024
Q1 | $863K | Hold |
4,310
| – | – | 0.47% | 26 |
|
|
2023
Q4 | $733K | Hold |
4,310
| – | – | 0.4% | 29 |
|
|
2023
Q3 | $625K | Hold |
4,310
| – | – | 0.36% | 31 |
|
|
2023
Q2 | $627K | Hold |
4,310
| – | – | 0.37% | 30 |
|
|
2023
Q1 | $562K | Hold |
4,310
| – | – | 0.33% | 31 |
|
|
2022
Q4 | $578K | Sell |
4,310
-27
| -0.6% | -$3.62K | 0.35% | 32 |
|
|
2022
Q3 | $453K | Hold |
4,337
| – | – | 0.29% | 36 |
|
|
2022
Q2 | $488K | Hold |
4,337
| – | – | 0.3% | 34 |
|
|
2022
Q1 | $591K | Hold |
4,337
| – | – | 0.33% | 33 |
|
|
2021
Q4 | $687K | Hold |
4,337
| – | – | 0.37% | 33 |
|
|
2021
Q3 | $710K | Buy |
4,337
+27
| +0.6% | +$4.42K | 0.42% | 30 |
|
|
2021
Q2 | $670K | Buy |
4,310
+292
| +7% | +$45.4K | 0.41% | 29 |
|
|
2021
Q1 | $612K | Hold |
4,018
| – | – | 0.37% | 29 |
|
|
2020
Q4 | $511K | Sell |
4,018
-6,500
| -62% | -$827K | 0.34% | 34 |
|
|
2020
Q3 | $1.01M | Buy |
+10,518
| New | +$1.01M | 0.72% | 28 |
|