HMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Sell |
10,991
-390
| -3% | -$113K | 1.43% | 17 |
|
|
2025
Q1 | $2.44M | Sell |
11,381
-320
| -3% | -$68.6K | 1.35% | 20 |
|
|
2024
Q4 | $2.8M | Sell |
11,701
-25
| -0.2% | -$5.99K | 1.36% | 18 |
|
|
2024
Q3 | $2.47M | Buy |
11,726
+129
| +1% | +$27.2K | 1.21% | 20 |
|
|
2024
Q2 | $2.35M | Buy |
11,597
+920
| +9% | +$186K | 1.22% | 21 |
|
|
2024
Q1 | $2.14M | Sell |
10,677
-554
| -5% | -$111K | 1.18% | 19 |
|
|
2023
Q4 | $1.91M | Sell |
11,231
-242
| -2% | -$41.2K | 1.17% | 19 |
|
|
2023
Q3 | $1.66M | Sell |
11,473
-463
| -4% | -$67.1K | 1.1% | 20 |
|
|
2023
Q2 | $1.74M | Sell |
11,936
-231
| -2% | -$33.6K | 1.05% | 21 |
|
|
2023
Q1 | $1.59M | Buy |
12,167
+2,158
| +22% | +$281K | 1% | 23 |
|
|
2022
Q4 | $1.34M | Buy |
10,009
+1,405
| +16% | +$188K | 0.77% | 26 |
|
|
2022
Q3 | $899K | Sell |
8,604
-237
| -3% | -$24.8K | 0.55% | 40 |
|
|
2022
Q2 | $996K | Buy |
8,841
+1,369
| +18% | +$154K | 0.5% | 34 |
|
|
2022
Q1 | $1.02M | Buy |
7,472
+217
| +3% | +$29.6K | 0.43% | 46 |
|
|
2021
Q4 | $1.15M | Buy |
7,255
+79
| +1% | +$12.5K | 0.5% | 44 |
|
|
2021
Q3 | $1.18M | Buy |
7,176
+976
| +16% | +$160K | 0.55% | 41 |
|
|
2021
Q2 | $964K | Buy |
6,200
+588
| +10% | +$91.4K | 0.43% | 47 |
|
|
2021
Q1 | $854K | Sell |
5,612
-464
| -8% | -$70.6K | 0.36% | 49 |
|
|
2020
Q4 | $772K | Sell |
6,076
-604
| -9% | -$76.7K | 0.35% | 55 |
|
|
2020
Q3 | $643K | Buy |
6,680
+423
| +7% | +$40.7K | 0.25% | 60 |
|
|
2020
Q2 | $589K | Buy |
6,257
+1,546
| +33% | +$146K | 0.26% | 66 |
|
|
2020
Q1 | $424K | Sell |
4,711
-4,857
| -51% | -$437K | 0.41% | 55 |
|
|
2019
Q4 | $1.33M | Buy |
9,568
+124
| +1% | +$17.3K | 0.56% | 37 |
|
|
2019
Q3 | $1.11M | Sell |
9,444
-179
| -2% | -$21.1K | 0.41% | 62 |
|
|
2019
Q2 | $1.08M | Sell |
9,623
-643
| -6% | -$71.9K | 0.46% | 53 |
|
|
2019
Q1 | $1.04M | Buy |
10,266
+1,321
| +15% | +$134K | 0.44% | 54 |
|
|
2018
Q4 | $873K | Sell |
8,945
-1,134
| -11% | -$111K | 0.44% | 56 |
|
|
2018
Q3 | $1.14M | Buy |
10,079
+942
| +10% | +$106K | 0.56% | 52 |
|
|
2018
Q2 | $952K | Buy |
9,137
+7,248
| +384% | +$755K | 0.54% | 55 |
|
|
2018
Q1 | $208K | Buy |
+1,889
| New | +$208K | 0.14% | 97 |
|