HI
Hoey Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.79M | Sell |
30,331
-2,847
| -9% | -$825K | 1.29% | 9 |
|
|
2025
Q1 | $8.14M | Sell |
33,178
-3,218
| -9% | -$789K | 1.59% | 9 |
|
|
2024
Q4 | $8.72M | Buy |
36,396
+10,517
| +41% | +$2.52M | 1.47% | 9 |
|
|
2024
Q3 | $5.23M | Hold |
25,879
| – | – | 0.98% | 11 |
|
|
2024
Q2 | $5.23M | Buy |
25,879
+3,501
| +16% | +$708K | 0.98% | 11 |
|
|
2024
Q1 | $4.48M | Buy |
22,378
+1,747
| +8% | +$350K | 0.98% | 13 |
|
|
2023
Q4 | $3.51M | Buy |
20,631
+2,752
| +15% | +$468K | 0.98% | 12 |
|
|
2023
Q3 | $2.59M | Buy |
17,879
+10,675
| +148% | +$1.55M | 0.86% | 14 |
|
|
2023
Q2 | $1.05M | Buy |
7,204
+1,634
| +29% | +$238K | 0.34% | 41 |
|
|
2023
Q1 | $726K | Buy |
5,570
+2,587
| +87% | +$337K | 0.28% | 54 |
|
|
2022
Q4 | $400K | Sell |
2,983
-900
| -23% | -$121K | 0.17% | 67 |
|
|
2022
Q3 | $406K | Buy |
3,883
+1,908
| +97% | +$199K | 0.16% | 68 |
|
|
2022
Q2 | $222K | Sell |
1,975
-49,544
| -96% | -$5.57M | 0.1% | 69 |
|
|
2022
Q1 | $7.02M | Sell |
51,519
-12,953
| -20% | -$1.77M | 1.9% | 10 |
|
|
2021
Q4 | $10.2M | Buy |
64,472
+2,233
| +4% | +$354K | 2.6% | 9 |
|
|
2021
Q3 | $10.2M | Sell |
62,239
-2,342
| -4% | -$383K | 3.04% | 7 |
|
|
2021
Q2 | $10M | Buy |
64,581
+10,122
| +19% | +$1.57M | 2.98% | 8 |
|
|
2021
Q1 | $8.29M | Buy |
54,459
+9,015
| +20% | +$1.37M | 2.79% | 9 |
|
|
2020
Q4 | $5.78M | Buy |
45,444
+6,894
| +18% | +$876K | 2.07% | 10 |
|
|
2020
Q3 | $3.71M | Sell |
38,550
-11,134
| -22% | -$1.07M | 1.5% | 12 |
|
|
2020
Q2 | $4.67M | Buy |
49,684
+32,417
| +188% | +$3.05M | 2.29% | 10 |
|
|
2020
Q1 | $1.56M | Sell |
17,267
-27,627
| -62% | -$2.49M | 1.09% | 13 |
|
|
2019
Q4 | $6.26M | Buy |
+44,894
| New | +$6.26M | 4.44% | 4 |
|