Hilltop 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
Q3 | $354K | Buy |
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|
2025
Q2 | $322K | Sell |
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|
2025
Q1 | $291K | Buy |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $317K | Sell |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $271K | Hold |
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|
2020
Q3 | $206K | Hold |
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|
2020
Q2 | $201K | Sell |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $438K | Buy |
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