Hixon Zuercher’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 | $9.87M | Sell |
34,030
-4,980
| -13% | -$1.44M | 3.19% | 3 |
|
|
2025
Q1 | $9.57M | Sell |
39,010
-18
| -0% | -$4.42K | 3.37% | 3 |
|
|
2024
Q4 | $9.36M | Sell |
39,028
-877
| -2% | -$210K | 3.6% | 2 |
|
|
2024
Q3 | $8.41M | Sell |
39,905
-790
| -2% | -$167K | 3.3% | 5 |
|
|
2024
Q2 | $8.23M | Sell |
40,695
-5,222
| -11% | -$1.06M | 3.47% | 4 |
|
|
2024
Q1 | $9.2M | Buy |
45,917
+443
| +1% | +$88.7K | 3.89% | 1 |
|
|
2023
Q4 | $7.74M | Buy |
45,474
+147
| +0.3% | +$25K | 3.59% | 4 |
|
|
2023
Q3 | $6.57M | Buy |
45,327
+2,312
| +5% | +$335K | 3.44% | 8 |
|
|
2023
Q2 | $6.26M | Buy |
43,015
+1,055
| +3% | +$153K | 3.15% | 11 |
|
|
2023
Q1 | $5.47M | Buy |
41,960
+7,684
| +22% | +$1M | 3.24% | 13 |
|
|
2022
Q4 | $4.6M | Buy |
34,276
+264
| +0.8% | +$35.4K | 2.83% | 14 |
|
|
2022
Q3 | $3.55M | Buy |
34,012
+2,818
| +9% | +$294K | 2.27% | 19 |
|
|
2022
Q2 | $3.51M | Buy |
31,194
+1,019
| +3% | +$115K | 2.28% | 17 |
|
|
2022
Q1 | $4.11M | Buy |
30,175
+2,161
| +8% | +$295K | 2.21% | 18 |
|
|
2021
Q4 | $4.44M | Buy |
28,014
+1,220
| +5% | +$193K | 2.23% | 17 |
|
|
2021
Q3 | $4.39M | Buy |
26,794
+1,103
| +4% | +$181K | 2.56% | 13 |
|
|
2021
Q2 | $4M | Buy |
25,691
+14,139
| +122% | +$2.2M | 2.4% | 16 |
|
|
2021
Q1 | $1.76M | Buy |
11,552
+2,724
| +31% | +$415K | 1.16% | 31 |
|
|
2020
Q4 | $1.12M | Sell |
8,828
-128
| -1% | -$16.3K | 0.78% | 37 |
|
|
2020
Q3 | $862K | Buy |
8,956
+198
| +2% | +$19.1K | 0.66% | 43 |
|
|
2020
Q2 | $824K | Buy |
8,758
+5,801
| +196% | +$546K | 0.71% | 40 |
|
|
2020
Q1 | $266K | Sell |
2,957
-20,805
| -88% | -$1.87M | 0.38% | 31 |
|
|
2019
Q4 | $3.31M | Buy |
+23,762
| New | +$3.31M | 3.15% | 9 |
|