HWM
Hohimer Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Sell |
23,281
-407
| -2% | -$118K | 1.2% | 14 |
|
|
2025
Q1 | $5.81M | Buy |
23,688
+15,065
| +175% | +$3.7M | 1.13% | 17 |
|
|
2024
Q4 | $2.07M | Buy |
8,623
+2,886
| +50% | +$692K | 0.39% | 80 |
|
|
2024
Q3 | $1.21M | Buy |
5,737
+258
| +5% | +$54.4K | 0.26% | 99 |
|
|
2024
Q2 | $1.11M | Sell |
5,479
-34,249
| -86% | -$6.93M | 0.26% | 104 |
|
|
2024
Q1 | $7.96M | Buy |
39,728
+1,226
| +3% | +$246K | 1.86% | 4 |
|
|
2023
Q4 | $6.55M | Sell |
38,502
-891
| -2% | -$152K | 1.66% | 7 |
|
|
2023
Q3 | $5.71M | Sell |
39,393
-697
| -2% | -$101K | 1.63% | 8 |
|
|
2023
Q2 | $5.83M | Sell |
40,090
-1,325
| -3% | -$193K | 1.61% | 6 |
|
|
2023
Q1 | $5.4M | Buy |
41,415
+1,374
| +3% | +$179K | 1.56% | 7 |
|
|
2022
Q4 | $5.37M | Sell |
40,041
-2,087
| -5% | -$280K | 1.71% | 8 |
|
|
2022
Q3 | $4.4M | Buy |
42,128
+8,430
| +25% | +$881K | 1.41% | 11 |
|
|
2022
Q2 | $3.8M | Sell |
33,698
-7,234
| -18% | -$815K | 1.12% | 16 |
|
|
2022
Q1 | $5.58M | Buy |
40,932
+1,131
| +3% | +$154K | 1.1% | 21 |
|
|
2021
Q4 | $6.3M | Sell |
39,801
-1,971
| -5% | -$312K | 1.33% | 15 |
|
|
2021
Q3 | $6.84M | Sell |
41,772
-1,032
| -2% | -$169K | 1.43% | 12 |
|
|
2021
Q2 | $6.66M | Buy |
42,804
+1,855
| +5% | +$289K | 1.36% | 13 |
|
|
2021
Q1 | $6.23M | Buy |
40,949
+588
| +1% | +$89.5K | 1.52% | 10 |
|
|
2020
Q4 | $5.13M | Sell |
40,361
-10,904
| -21% | -$1.39M | 1.36% | 10 |
|
|
2020
Q3 | $5.12M | Buy |
51,265
+16,699
| +48% | +$1.67M | 1.46% | 7 |
|
|
2020
Q2 | $3.25M | Buy |
34,566
+7,111
| +26% | +$669K | 1.12% | 15 |
|
|
2020
Q1 | $2.6M | Buy |
27,455
+14,528
| +112% | +$1.37M | 1.1% | 23 |
|
|
2019
Q4 | $1.8M | Buy |
+12,927
| New | +$1.8M | 0.63% | 62 |
|