HFS
Howard Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
6,064
-2,189
| -27% | -$635K | 0.23% | 46 |
|
|
2025
Q1 | $2.02M | Sell |
8,253
-577
| -7% | -$142K | 0.28% | 44 |
|
|
2024
Q4 | $2.12M | Buy |
8,830
+3,373
| +62% | +$809K | 0.29% | 46 |
|
|
2024
Q3 | $1.15M | Sell |
5,457
-14
| -0.3% | -$2.95K | 0.17% | 53 |
|
|
2024
Q2 | $1.11M | Sell |
5,471
-544
| -9% | -$110K | 0.18% | 53 |
|
|
2024
Q1 | $1.2M | Buy |
6,015
+120
| +2% | +$24K | 0.21% | 51 |
|
|
2023
Q4 | $1M | Buy |
5,895
+70
| +1% | +$11.9K | 0.19% | 56 |
|
|
2023
Q3 | $845K | Buy |
5,825
+829
| +17% | +$120K | 0.19% | 57 |
|
|
2023
Q2 | $727K | Buy |
4,996
+298
| +6% | +$43.3K | 0.17% | 61 |
|
|
2023
Q1 | $612K | Buy |
4,698
+362
| +8% | +$47.2K | 0.15% | 60 |
|
|
2022
Q4 | $581K | Buy |
4,336
+809
| +23% | +$108K | 0.15% | 61 |
|
|
2022
Q3 | $369K | Buy |
3,527
+2
| +0.1% | +$209 | 0.12% | 77 |
|
|
2022
Q2 | $397K | Buy |
3,525
+34
| +1% | +$3.83K | 0.13% | 70 |
|
|
2022
Q1 | $476K | Sell |
3,491
-5,282
| -60% | -$720K | 0.14% | 65 |
|
|
2021
Q4 | $1.39M | Sell |
8,773
-230
| -3% | -$36.4K | 0.42% | 27 |
|
|
2021
Q3 | $1.47M | Buy |
9,003
+692
| +8% | +$113K | 0.55% | 23 |
|
|
2021
Q2 | $1.29M | Buy |
8,311
+51
| +0.6% | +$7.93K | 0.51% | 25 |
|
|
2021
Q1 | $1.26M | Sell |
8,260
-417
| -5% | -$63.5K | 0.56% | 24 |
|
|
2020
Q4 | $1.1M | Buy |
8,677
+606
| +8% | +$77K | 0.58% | 26 |
|
|
2020
Q3 | $777K | Buy |
8,071
+95
| +1% | +$9.15K | 0.5% | 29 |
|
|
2020
Q2 | $750K | Buy |
7,976
+332
| +4% | +$31.2K | 0.53% | 28 |
|
|
2020
Q1 | $688K | Sell |
7,644
-1,276
| -14% | -$115K | 0.61% | 27 |
|
|
2019
Q4 | $1.24M | Buy |
8,920
+1,091
| +14% | +$152K | 0.76% | 25 |
|
|
2019
Q3 | $921K | Buy |
7,829
+18
| +0.2% | +$2.12K | 0.61% | 34 |
|
|
2019
Q2 | $873K | Buy |
7,811
+121
| +2% | +$13.5K | 0.6% | 35 |
|
|
2019
Q1 | $778K | Sell |
7,690
-423
| -5% | -$42.8K | 0.55% | 38 |
|
|
2018
Q4 | $792K | Buy |
+8,113
| New | +$792K | 0.61% | 34 |
|