HWA
JPM icon

HMV Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

HMV Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.81M Sell
6,255
-130
-2% -$37.7K 1.19% 23
2025
Q1 		$1.57M Hold
6,385
– – 1.24% 25
2024
Q4 		$1.53M Buy
+6,385
New +$1.53M 1.53% 21