Hoey Investments’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
Q2 | $8.79M | Sell |
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|
2025
Q1 | $8.14M | Sell |
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|
2024
Q4 | $8.72M | Buy |
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|
2024
Q3 | $5.23M | Hold |
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|
2024
Q2 | $5.23M | Buy |
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|
2024
Q1 | $4.48M | Buy |
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|
2023
Q4 | $3.51M | Buy |
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|
2023
Q3 | $2.59M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $726K | Buy |
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|
2022
Q4 | $400K | Sell |
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|
2022
Q3 | $406K | Buy |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $7.02M | Sell |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $10.2M | Sell |
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|
2021
Q2 | $10M | Buy |
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|
2021
Q1 | $8.29M | Buy |
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|
2020
Q4 | $5.78M | Buy |
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|
2020
Q3 | $3.71M | Sell |
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|
2020
Q2 | $4.67M | Buy |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $6.26M | Buy |
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