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