Hobart Private Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $510K | Buy |
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|
2025
Q2 | $427K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $746K | Sell |
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|
2021
Q2 | $751K | Sell |
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|
2021
Q1 | $803K | Sell |
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|
2020
Q4 | $891K | Sell |
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|
2020
Q3 | $679K | Buy |
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|
2020
Q2 | $444K | Buy |
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|
2020
Q1 | $362K | Buy |
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|
2019
Q4 | $487K | Buy |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $323K | Buy |
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|
2019
Q1 | $257K | Buy |
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|
2018
Q4 | $234K | Buy |
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|
2018
Q3 | $229K | Sell |
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|
2018
Q2 | $424K | Buy |
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|
2018
Q1 | $431K | Sell |
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|
2017
Q4 | $440K | Buy |
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