Hofer & Associates’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 | $1.66M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $859K | Buy |
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|
2023
Q3 | $731K | Buy |
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|
2023
Q2 | $724K | Sell |
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|
2023
Q1 | $683K | Hold |
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|
2022
Q4 | $683K | Buy |
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|
2022
Q3 | $510K | Buy |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $435K | Buy |
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