Hoese & Co’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 | $413K | Hold |
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|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $102K | Hold |
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|
2024
Q2 | $98.3K | Buy |
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|
2024
Q1 | $82.8K | Hold |
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|
2023
Q4 | $69.5K | Hold |
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|
2023
Q3 | $64.5K | Hold |
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|
2023
Q2 | $64.7K | Sell |
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|
2023
Q1 | $208K | Hold |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $155K | Hold |
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|
2022
Q2 | $167K | Buy |
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|
2022
Q1 | $75K | Sell |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $241K | Buy |
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