HGA
Hobbs Group Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
1,585
+73
| +5% | +$21.2K | 0.16% | 100 |
|
|
2025
Q1 | $371K | Sell |
1,512
-6
| -0.4% | -$1.47K | 0.14% | 104 |
|
|
2024
Q4 | $364K | Sell |
1,518
-26
| -2% | -$6.23K | 0.14% | 107 |
|
|
2024
Q3 | $326K | Buy |
1,544
+237
| +18% | +$50K | 0.12% | 110 |
|
|
2024
Q2 | $264K | Buy |
+1,307
| New | +$264K | 0.1% | 123 |
|
|
2023
Q4 | $414K | Buy |
+2,435
| New | +$414K | 0.18% | 84 |
|