HM Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $969K | Buy |
9,276
+1
| +0% | +$104 | 0.58% | 23 |
|
|
2022
Q2 | $1.05M | Buy |
9,275
+6,055
| +188% | +$682K | 0.58% | 23 |
|
|
2022
Q1 | $439K | Sell |
3,220
-171
| -5% | -$23.3K | 0.16% | 37 |
|
|
2021
Q4 | $537K | Buy |
+3,391
| New | +$537K | 0.2% | 34 |
|
|
2019
Q1 | – | Sell |
-19,498
| Closed | -$1.9M | – | 35 |
|
|
2018
Q4 | $1.9M | Buy |
19,498
+1,626
| +9% | +$159K | 1.63% | 9 |
|
|
2018
Q3 | $2.02M | Buy |
17,872
+660
| +4% | +$74.5K | 1.54% | 11 |
|
|
2018
Q2 | $1.79M | Buy |
17,212
+421
| +3% | +$43.9K | 1.38% | 13 |
|
|
2018
Q1 | $1.85M | Sell |
16,791
-62
| -0.4% | -$6.82K | 1.48% | 13 |
|
|
2017
Q4 | $1.8M | Sell |
16,853
-42
| -0.2% | -$4.49K | 1.48% | 11 |
|
|
2017
Q3 | $1.61M | Buy |
16,895
+171
| +1% | +$16.3K | 1.43% | 11 |
|
|
2017
Q2 | $1.53M | Buy |
16,724
+864
| +5% | +$79K | 1.42% | 9 |
|
|
2017
Q1 | $1.4M | Sell |
15,860
-126
| -0.8% | -$11.1K | 1.34% | 9 |
|
|
2016
Q4 | $1.38M | Sell |
15,986
-87
| -0.5% | -$7.51K | 1.4% | 9 |
|
|
2016
Q3 | $1.07M | Sell |
16,073
-10
| -0.1% | -$666 | 1.08% | 15 |
|
|
2016
Q2 | $1M | Buy |
16,083
+178
| +1% | +$11.1K | 1.04% | 14 |
|
|
2016
Q1 | $942K | Sell |
15,905
-113
| -0.7% | -$6.69K | 1.05% | 13 |
|
|
2015
Q4 | $1.06M | Sell |
16,018
-205
| -1% | -$13.6K | 1.12% | 11 |
|
|
2015
Q3 | $989K | Buy |
16,223
+70
| +0.4% | +$4.27K | 1.1% | 11 |
|
|
2015
Q2 | $1.09M | Sell |
16,153
-19
| -0.1% | -$1.28K | 1.11% | 10 |
|
|
2015
Q1 | $980K | Sell |
16,172
-130
| -0.8% | -$7.88K | 1.02% | 11 |
|
|
2014
Q4 | $1.02M | Buy |
+16,302
| New | +$1.02M | 1.04% | 12 |
|