HPC
Hobart Private Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
+1,473
| New | +$427K | 0.1% | 86 |
|
|
2021
Q4 | – | Sell |
-4,558
| Closed | -$746K | – | 70 |
|
|
2021
Q3 | $746K | Sell |
4,558
-271
| -6% | -$44.4K | 0.29% | 42 |
|
|
2021
Q2 | $751K | Sell |
4,829
-449
| -9% | -$69.8K | 0.31% | 45 |
|
|
2021
Q1 | $803K | Sell |
5,278
-1,735
| -25% | -$264K | 0.33% | 35 |
|
|
2020
Q4 | $891K | Sell |
7,013
-40
| -0.6% | -$5.08K | 0.39% | 35 |
|
|
2020
Q3 | $679K | Buy |
7,053
+2,330
| +49% | +$224K | 0.35% | 46 |
|
|
2020
Q2 | $444K | Buy |
4,723
+699
| +17% | +$65.7K | 0.25% | 100 |
|
|
2020
Q1 | $362K | Buy |
4,024
+531
| +15% | +$47.8K | 0.25% | 103 |
|
|
2019
Q4 | $487K | Buy |
3,493
+434
| +14% | +$60.5K | 0.3% | 86 |
|
|
2019
Q3 | $360K | Buy |
3,059
+166
| +6% | +$19.5K | 0.25% | 108 |
|
|
2019
Q2 | $323K | Buy |
2,893
+356
| +14% | +$39.8K | 0.23% | 105 |
|
|
2019
Q1 | $257K | Buy |
2,537
+144
| +6% | +$14.6K | 0.2% | 131 |
|
|
2018
Q4 | $234K | Buy |
2,393
+360
| +18% | +$35.1K | 0.2% | 121 |
|
|
2018
Q3 | $229K | Sell |
2,033
-2,036
| -50% | -$230K | 0.18% | 129 |
|
|
2018
Q2 | $424K | Buy |
4,069
+150
| +4% | +$15.6K | 0.35% | 79 |
|
|
2018
Q1 | $431K | Sell |
3,919
-197
| -5% | -$21.7K | 0.38% | 77 |
|
|
2017
Q4 | $440K | Buy |
+4,116
| New | +$440K | 0.39% | 77 |
|