Hohimer Wealth Management’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 | $6.75M | Sell |
|
|||||
|
2025
Q1 | $5.81M | Buy |
|
|||||
|
2024
Q4 | $2.07M | Buy |
|
|||||
|
2024
Q3 | $1.21M | Buy |
|
|||||
|
2024
Q2 | $1.11M | Sell |
|
|||||
|
2024
Q1 | $7.96M | Buy |
|
|||||
|
2023
Q4 | $6.55M | Sell |
|
|||||
|
2023
Q3 | $5.71M | Sell |
|
|||||
|
2023
Q2 | $5.83M | Sell |
|
|||||
|
2023
Q1 | $5.4M | Buy |
|
|||||
|
2022
Q4 | $5.37M | Sell |
|
|||||
|
2022
Q3 | $4.4M | Buy |
|
|||||
|
2022
Q2 | $3.79M | Sell |
|
|||||
|
2022
Q1 | $5.58M | Buy |
|
|||||
|
2021
Q4 | $6.3M | Sell |
|
|||||
|
2021
Q3 | $6.84M | Sell |
|
|||||
|
2021
Q2 | $6.66M | Buy |
|
|||||
|
2021
Q1 | $6.23M | Buy |
|
|||||
|
2020
Q4 | $5.13M | Sell |
|
|||||
|
2020
Q3 | $5.12M | Buy |
|
|||||
|
2020
Q2 | $3.25M | Buy |
|
|||||
|
2020
Q1 | $2.6M | Buy |
|
|||||
|
2019
Q4 | $1.8M | Buy |
|