HCMG
Howard Capital Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.7M | Sell |
205,880
-2,445
| -1% | -$709K | 4.15% | 6 |
|
|
2025
Q1 | $51.1M | Sell |
208,325
-3,326
| -2% | -$816K | 3.98% | 7 |
|
|
2024
Q4 | $50.7M | Buy |
211,651
+315
| +0.1% | +$75.5K | 3.47% | 9 |
|
|
2024
Q3 | $44.6M | Sell |
211,336
-1,474
| -0.7% | -$311K | 3.13% | 9 |
|
|
2024
Q2 | $43M | Sell |
212,810
-783
| -0.4% | -$158K | 3.17% | 8 |
|
|
2024
Q1 | $42.8M | Buy |
213,593
+2,259
| +1% | +$452K | 3.3% | 8 |
|
|
2023
Q4 | $35.9M | Buy |
211,334
+2,214
| +1% | +$377K | 3.12% | 10 |
|
|
2023
Q3 | $30.3M | Buy |
209,120
+1,530
| +0.7% | +$222K | 2.93% | 11 |
|
|
2023
Q2 | $30.2M | Sell |
207,590
-544
| -0.3% | -$79.1K | 2.81% | 13 |
|
|
2023
Q1 | $27.1M | Sell |
208,134
-849
| -0.4% | -$111K | 2.87% | 12 |
|
|
2022
Q4 | $28M | Sell |
208,983
-850
| -0.4% | -$114K | 3.36% | 10 |
|
|
2022
Q3 | $21.9M | Buy |
209,833
+500
| +0.2% | +$52.3K | 2.77% | 14 |
|
|
2022
Q2 | $23.6M | Sell |
209,333
-1,765
| -0.8% | -$199K | 2.77% | 15 |
|
|
2022
Q1 | $28.8M | Sell |
211,098
-658
| -0.3% | -$89.7K | 2.62% | 11 |
|
|
2021
Q4 | $33.5M | Sell |
211,756
-1,420
| -0.7% | -$225K | 2.77% | 12 |
|
|
2021
Q3 | $34.9M | Buy |
213,176
+945
| +0.4% | +$155K | 3.23% | 10 |
|
|
2021
Q2 | $33M | Sell |
212,231
-300
| -0.1% | -$46.7K | 3.11% | 10 |
|
|
2021
Q1 | $32.4M | Buy |
+212,531
| New | +$32.4M | 3.39% | 8 |
|