HBWM
Hollow Brook Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
2,592
+4
| +0.2% | +$1.16K | 0.22% | 52 |
|
|
2025
Q1 | $635K | Buy |
2,588
+300
| +13% | +$73.6K | 0.19% | 54 |
|
|
2024
Q4 | $548K | Sell |
2,288
-7,444
| -76% | -$1.78M | 0.17% | 57 |
|
|
2024
Q3 | $2.05M | Buy |
9,732
+12
| +0.1% | +$2.53K | 0.61% | 45 |
|
|
2024
Q2 | $1.97M | Sell |
9,720
-700
| -7% | -$142K | 0.67% | 43 |
|
|
2024
Q1 | $2.09M | Hold |
10,420
| – | – | 0.77% | 38 |
|
|
2023
Q4 | $1.77M | Sell |
10,420
-13
| -0.1% | -$2.21K | 0.71% | 41 |
|
|
2023
Q3 | $1.51M | Sell |
10,433
-375
| -3% | -$54.4K | 0.63% | 43 |
|
|
2023
Q2 | $1.57M | Buy |
10,808
+230
| +2% | +$33.5K | 0.68% | 45 |
|
|
2023
Q1 | $1.38M | Buy |
10,578
+210
| +2% | +$27.4K | 0.65% | 43 |
|
|
2022
Q4 | $1.39M | Buy |
10,368
+792
| +8% | +$106K | 0.67% | 38 |
|
|
2022
Q3 | $1M | Hold |
9,576
| – | – | 0.57% | 41 |
|
|
2022
Q2 | $1.08M | Hold |
9,576
| – | – | 0.59% | 38 |
|
|
2022
Q1 | $1.31M | Hold |
9,576
| – | – | 0.58% | 39 |
|
|
2021
Q4 | $1.52M | Buy |
9,576
+346
| +4% | +$54.8K | 0.78% | 34 |
|
|
2021
Q3 | $1.51M | Hold |
9,230
| – | – | 0.94% | 29 |
|
|
2021
Q2 | $1.44M | Sell |
9,230
-112
| -1% | -$17.4K | 0.89% | 30 |
|
|
2021
Q1 | $1.42M | Sell |
9,342
-11
| -0.1% | -$1.67K | 0.93% | 27 |
|
|
2020
Q4 | $1.19M | Buy |
9,353
+113
| +1% | +$14.4K | 0.71% | 30 |
|
|
2020
Q3 | $890K | Buy |
9,240
+1,810
| +24% | +$174K | 0.55% | 27 |
|
|
2020
Q2 | $699K | Sell |
7,430
-1,042
| -12% | -$98K | 0.53% | 26 |
|
|
2020
Q1 | $763K | Sell |
8,472
-10,255
| -55% | -$924K | 0.71% | 25 |
|
|
2019
Q4 | $2.61M | Sell |
18,727
-113
| -0.6% | -$15.8K | 1.36% | 20 |
|
|
2019
Q3 | $2.22M | Buy |
18,840
+10,724
| +132% | +$1.26M | 1.49% | 21 |
|
|
2019
Q2 | $907K | Hold |
8,116
| – | – | 0.82% | 30 |
|
|
2019
Q1 | $822K | Hold |
8,116
| – | – | 0.89% | 28 |
|
|
2018
Q4 | $792K | Hold |
8,116
| – | – | 0.85% | 29 |
|
|
2018
Q3 | $916K | Sell |
8,116
-915
| -10% | -$103K | 0.72% | 35 |
|
|
2018
Q2 | $941K | Sell |
9,031
-600
| -6% | -$62.5K | 0.74% | 35 |
|
|
2018
Q1 | $1.06M | Hold |
9,631
| – | – | 0.85% | 32 |
|
|
2017
Q4 | $1.03M | Hold |
9,631
| – | – | 0.76% | 30 |
|
|
2017
Q3 | $920K | Hold |
9,631
| – | – | 0.67% | 31 |
|
|
2017
Q2 | $880K | Sell |
9,631
-120
| -1% | -$11K | 0.6% | 31 |
|
|
2017
Q1 | $857K | Hold |
9,751
| – | – | 0.67% | 25 |
|
|
2016
Q4 | $841K | Hold |
9,751
| – | – | 0.52% | 30 |
|
|
2016
Q3 | $649K | Buy |
+9,751
| New | +$649K | 0.38% | 35 |
|
|
2016
Q2 | – | Sell |
-3,901
| Closed | -$231K | – | 47 |
|
|
2016
Q1 | $231K | Buy |
+3,901
| New | +$231K | 0.14% | 43 |
|