Hopwood Financial Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
4,040
-124
-3% -$35.9K 0.92% 20
2025
Q1
$1.02M Buy
4,164
+3
+0.1% +$736 0.79% 23
2024
Q4
$997K Buy
+4,161
New +$997K 0.76% 27