Hilltop 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 | $2.65M | Buy |
9,141
+890
| +11% | +$258K | 0.8% | 25 |
|
|
2025
Q1 | $2.02M | Buy |
8,251
+671
| +9% | +$165K | 0.68% | 28 |
|
|
2024
Q4 | $1.82M | Buy |
7,580
+980
| +15% | +$235K | 0.62% | 31 |
|
|
2024
Q3 | $1.39M | Buy |
6,600
+495
| +8% | +$104K | 0.47% | 34 |
|
|
2024
Q2 | $1.23M | Buy |
6,105
+855
| +16% | +$173K | 0.46% | 36 |
|
|
2024
Q1 | $1.05M | Buy |
5,250
+368
| +8% | +$73.7K | 0.38% | 39 |
|
|
2023
Q4 | $830K | Buy |
4,882
+1,479
| +43% | +$252K | 0.33% | 42 |
|
|
2023
Q3 | $494K | Buy |
3,403
+401
| +13% | +$58.2K | 0.21% | 59 |
|
|
2023
Q2 | $437K | Buy |
3,002
+302
| +11% | +$43.9K | 0.18% | 64 |
|
|
2023
Q1 | $352K | Buy |
2,700
+53
| +2% | +$6.91K | 0.16% | 51 |
|
|
2022
Q4 | $355K | Buy |
+2,647
| New | +$355K | 0.19% | 40 |
|