HFA
Hoover Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $384K | Buy |
2,471
+708
| +40% | +$110K | 0.07% | 86 |
|
|
2021
Q1 | $280K | Buy |
1,763
+12
| +0.7% | +$1.91K | 0.05% | 96 |
|
|
2020
Q4 | $247K | Buy |
+1,751
| New | +$247K | 0.06% | 94 |
|
|
2020
Q3 | – | Sell |
-1,390
| Closed | -$131K | – | 335 |
|
|
2020
Q2 | $131K | Buy |
+1,390
| New | +$131K | 0.05% | 117 |
|
|
2020
Q1 | – | Sell |
-1,482
| Closed | -$207K | – | 93 |
|
|
2019
Q4 | $207K | Buy |
+1,482
| New | +$207K | 0.1% | 86 |
|