Hofer & Associates’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 | $1.52M | Buy |
5,235
+66
| +1% | +$19.1K | 0.95% | 27 |
|
|
2025
Q1 | $1.27M | Buy |
5,169
+161
| +3% | +$39.5K | 0.86% | 28 |
|
|
2024
Q4 | $1.2M | Sell |
5,008
-330
| -6% | -$79.1K | 0.81% | 28 |
|
|
2024
Q3 | $1.13M | Buy |
5,338
+51
| +1% | +$10.8K | 0.78% | 28 |
|
|
2024
Q2 | $1.07M | Buy |
5,287
+131
| +3% | +$26.5K | 0.83% | 26 |
|
|
2024
Q1 | $1.03M | Buy |
5,156
+109
| +2% | +$21.8K | 0.87% | 25 |
|
|
2023
Q4 | $859K | Buy |
5,047
+5
| +0.1% | +$851 | 0.8% | 26 |
|
|
2023
Q3 | $731K | Buy |
5,042
+63
| +1% | +$9.14K | 0.75% | 27 |
|
|
2023
Q2 | $724K | Sell |
4,979
-115
| -2% | -$16.7K | 0.7% | 27 |
|
|
2023
Q1 | $683K | Hold |
5,094
| – | – | 0.68% | 24 |
|
|
2022
Q4 | $683K | Buy |
5,094
+211
| +4% | +$28.3K | 0.68% | 24 |
|
|
2022
Q3 | $510K | Buy |
4,883
+1,805
| +59% | +$189K | 0.55% | 26 |
|
|
2022
Q2 | $347K | Buy |
3,078
+266
| +9% | +$30K | 0.36% | 34 |
|
|
2022
Q1 | $383K | Buy |
2,812
+67
| +2% | +$9.13K | 0.34% | 35 |
|
|
2021
Q4 | $435K | Buy |
+2,745
| New | +$435K | 0.39% | 31 |
|