HWA
Hilltop Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
1,112
-74
| -6% | -$21.5K | 0.18% | 41 |
|
|
2025
Q1 | $291K | Buy |
1,186
+133
| +13% | +$32.6K | 0.16% | 43 |
|
|
2024
Q4 | $253K | Sell |
1,053
-153
| -13% | -$36.7K | 0.13% | 43 |
|
|
2024
Q3 | $254K | Buy |
1,206
+41
| +4% | +$8.65K | 0.12% | 43 |
|
|
2024
Q2 | $236K | Buy |
1,165
+117
| +11% | +$23.7K | 0.12% | 42 |
|
|
2024
Q1 | $210K | Buy |
+1,048
| New | +$210K | 0.11% | 50 |
|
|
2023
Q1 | – | Sell |
-1,936
| Closed | -$260K | – | 40 |
|
|
2022
Q4 | $260K | Hold |
1,936
| – | – | 0.22% | 33 |
|
|
2022
Q3 | $202K | Hold |
1,936
| – | – | 0.21% | 36 |
|
|
2022
Q2 | $218K | Hold |
1,936
| – | – | 0.21% | 28 |
|
|
2022
Q1 | $264K | Hold |
1,936
| – | – | 0.22% | 27 |
|
|
2021
Q4 | $307K | Hold |
1,936
| – | – | 0.21% | 30 |
|
|
2021
Q3 | $317K | Sell |
1,936
-200
| -9% | -$32.7K | 0.22% | 29 |
|
|
2021
Q2 | $332K | Hold |
2,136
| – | – | 0.23% | 28 |
|
|
2021
Q1 | $325K | Hold |
2,136
| – | – | 0.25% | 27 |
|
|
2020
Q4 | $271K | Hold |
2,136
| – | – | 0.24% | 29 |
|
|
2020
Q3 | $206K | Hold |
2,136
| – | – | 0.21% | 29 |
|
|
2020
Q2 | $201K | Sell |
2,136
-903
| -30% | -$85K | 0.22% | 28 |
|
|
2020
Q1 | $274K | Sell |
3,039
-100
| -3% | -$9.02K | 0.33% | 19 |
|
|
2019
Q4 | $438K | Buy |
+3,139
| New | +$438K | 0.45% | 15 |
|