HFS
HL Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $288M | Buy |
2,841,451
+327,578
| +13% | +$33.2M | 4.42% | 3 |
|
|
2018
Q4 | $245M | Buy |
2,513,873
+38,104
| +2% | +$3.72M | 4.29% | 2 |
|
|
2018
Q3 | $279M | Buy |
2,475,769
+23,637
| +1% | +$2.67M | 4.32% | 3 |
|
|
2018
Q2 | $256M | Buy |
2,452,132
+97,043
| +4% | +$10.1M | 4.43% | 2 |
|
|
2018
Q1 | $259M | Buy |
2,355,089
+3,037
| +0.1% | +$334K | 4.59% | 1 |
|
|
2017
Q4 | $252M | Sell |
2,352,052
-52,969
| -2% | -$5.66M | 4.87% | 1 |
|
|
2017
Q3 | $230M | Sell |
2,405,021
-7,918
| -0.3% | -$756K | 4.44% | 2 |
|
|
2017
Q2 | $221M | Buy |
2,412,939
+49,429
| +2% | +$4.52M | 4.41% | 2 |
|
|
2017
Q1 | $208M | Sell |
2,363,510
-33,698
| -1% | -$2.96M | 4.26% | 3 |
|
|
2016
Q4 | $207M | Buy |
2,397,208
+115,896
| +5% | +$10M | 4.45% | 1 |
|
|
2016
Q3 | $152M | Sell |
2,281,312
-13,913
| -0.6% | -$926K | 3.54% | 4 |
|
|
2016
Q2 | $143M | Buy |
2,295,225
+55,445
| +2% | +$3.45M | 3.37% | 4 |
|
|
2016
Q1 | $133M | Buy |
2,239,780
+77,831
| +4% | +$4.61M | 3.22% | 5 |
|
|
2015
Q4 | $143M | Buy |
2,161,949
+152,165
| +8% | +$10M | 3.65% | 4 |
|
|
2015
Q3 | $123M | Buy |
2,009,784
+25,965
| +1% | +$1.58M | 3.45% | 4 |
|
|
2015
Q2 | $134M | Buy |
1,983,819
+268
| +0% | +$18.2K | 3.56% | 4 |
|
|
2015
Q1 | $120M | Buy |
1,983,551
+38,352
| +2% | +$2.32M | 3.23% | 6 |
|
|
2014
Q4 | $122M | Buy |
1,945,199
+9,613
| +0.5% | +$602K | 3.33% | 3 |
|
|
2014
Q3 | $117M | Sell |
1,935,586
-18,986
| -1% | -$1.14M | 3.39% | 2 |
|
|
2014
Q2 | $113M | Buy |
1,954,572
+118,806
| +6% | +$6.85M | 3.28% | 3 |
|
|
2014
Q1 | $111M | Sell |
1,835,766
-15,533
| -0.8% | -$943K | 3.36% | 3 |
|
|
2013
Q4 | $108M | Buy |
1,851,299
+51,980
| +3% | +$3.04M | 3.28% | 3 |
|
|
2013
Q3 | $93M | Buy |
1,799,319
+24,915
| +1% | +$1.29M | 3.26% | 3 |
|
|
2013
Q2 | $93.7M | Buy |
+1,774,404
| New | +$93.7M | 3.45% | 3 |
|