Hoese & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
1,310
+150
| +13% | +$43.5K | 0.31% | 22 |
|
|
2025
Q1 | $285K | Hold |
1,160
| – | – | 0.25% | 24 |
|
|
2024
Q4 | $278K | Buy |
1,160
+675
| +139% | +$162K | 0.24% | 24 |
|
|
2024
Q3 | $102K | Hold |
485
| – | – | 0.09% | 45 |
|
|
2024
Q2 | $98.3K | Buy |
485
+40
| +9% | +$8.11K | 0.09% | 41 |
|
|
2024
Q1 | $82.8K | Hold |
445
| – | – | 0.08% | 47 |
|
|
2023
Q4 | $69.5K | Hold |
445
| – | – | 0.07% | 50 |
|
|
2023
Q3 | $64.5K | Hold |
445
| – | – | 0.07% | 56 |
|
|
2023
Q2 | $64.7K | Sell |
445
-1,003
| -69% | -$146K | 0.06% | 60 |
|
|
2023
Q1 | $208K | Hold |
1,448
| – | – | 0.24% | 39 |
|
|
2022
Q4 | $200K | Sell |
1,448
-35
| -2% | -$4.83K | 0.21% | 41 |
|
|
2022
Q3 | $155K | Hold |
1,483
| – | – | 0.18% | 43 |
|
|
2022
Q2 | $167K | Buy |
1,483
+938
| +172% | +$106K | 0.19% | 46 |
|
|
2022
Q1 | $75K | Sell |
545
-978
| -64% | -$135K | 0.08% | 67 |
|
|
2021
Q4 | $241K | Sell |
1,523
-95
| -6% | -$15K | 0.24% | 46 |
|
|
2021
Q3 | $265K | Hold |
1,618
| – | – | 0.29% | 40 |
|
|
2021
Q2 | $251K | Buy |
1,618
+35
| +2% | +$5.43K | 0.28% | 41 |
|
|
2021
Q1 | $241K | Buy |
+1,583
| New | +$241K | 0.3% | 41 |
|