Hoxton Planning & Management’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 | $1.12M | Buy |
3,879
+3
| +0.1% | +$870 | 0.39% | 51 |
|
|
2025
Q1 | $951K | Buy |
3,876
+241
| +7% | +$59.1K | 0.36% | 58 |
|
|
2024
Q4 | $871K | Buy |
3,635
+6
| +0.2% | +$1.44K | 0.33% | 62 |
|
|
2024
Q3 | $765K | Buy |
3,629
+659
| +22% | +$139K | 0.3% | 64 |
|
|
2024
Q2 | $601K | Sell |
2,970
-13
| -0.4% | -$2.63K | 0.28% | 68 |
|
|
2024
Q1 | $597K | Sell |
2,983
-132
| -4% | -$26.4K | 0.29% | 65 |
|
|
2023
Q4 | $530K | Sell |
3,115
-153
| -5% | -$26K | 0.28% | 66 |
|
|
2023
Q3 | $474K | Sell |
3,268
-174
| -5% | -$25.2K | 0.31% | 67 |
|
|
2023
Q2 | $501K | Buy |
3,442
+183
| +6% | +$26.6K | 0.31% | 65 |
|
|
2023
Q1 | $425K | Sell |
3,259
-76
| -2% | -$9.9K | 0.23% | 86 |
|
|
2022
Q4 | $447K | Buy |
+3,335
| New | +$447K | 0.24% | 86 |
|