H
HoyleCohen’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $16.8M | Sell |
83,307
-1,663
| -2% | -$336K | 1.27% | 18 |
|
|
2024
Q1 | $17M | Sell |
84,970
-913
| -1% | -$183K | 1.3% | 20 |
|
|
2023
Q4 | $14.6M | Sell |
85,883
-484
| -0.6% | -$82.3K | 1.19% | 22 |
|
|
2023
Q3 | $12.5M | Buy |
86,367
+282
| +0.3% | +$40.9K | 1.16% | 21 |
|
|
2023
Q2 | $12.5M | Buy |
86,085
+688
| +0.8% | +$100K | 1.1% | 23 |
|
|
2023
Q1 | $11.1M | Sell |
85,397
-366
| -0.4% | -$47.7K | 1.04% | 27 |
|
|
2022
Q4 | $11.5M | Sell |
85,763
-501
| -0.6% | -$67.2K | 1.14% | 23 |
|
|
2022
Q3 | $9.02M | Sell |
86,264
-2
| -0% | -$209 | 0.99% | 26 |
|
|
2022
Q2 | $9.71M | Buy |
86,266
+20
| +0% | +$2.25K | 1.01% | 25 |
|
|
2022
Q1 | $11.8M | Buy |
86,246
+643
| +0.8% | +$87.7K | 1.01% | 25 |
|
|
2021
Q4 | $13.6M | Buy |
85,603
+2,004
| +2% | +$317K | 1.13% | 23 |
|
|
2021
Q3 | $13.7M | Sell |
83,599
-727
| -0.9% | -$119K | 1.3% | 17 |
|
|
2021
Q2 | $13.1K | Buy |
84,326
+779
| +0.9% | +$121 | 1.02% | 19 |
|
|
2021
Q1 | $12.7M | Sell |
83,547
-342
| -0.4% | -$52.1K | 1.29% | 18 |
|
|
2020
Q4 | $10.7M | Buy |
83,889
+1,533
| +2% | +$195K | 1.23% | 17 |
|
|
2020
Q3 | $7.93M | Buy |
82,356
+722
| +0.9% | +$69.5K | 1.17% | 21 |
|
|
2020
Q2 | $7.68M | Sell |
81,634
-595
| -0.7% | -$56K | 1.28% | 22 |
|
|
2020
Q1 | $7.4M | Buy |
82,229
+1,901
| +2% | +$171K | 1.48% | 20 |
|
|
2019
Q4 | $11.2M | Sell |
80,328
-712
| -0.9% | -$99.3K | 1.78% | 12 |
|
|
2019
Q3 | $9.54M | Buy |
81,040
+201
| +0.2% | +$23.7K | 1.63% | 18 |
|
|
2019
Q2 | $9.04M | Buy |
80,839
+660
| +0.8% | +$73.8K | 1.57% | 20 |
|
|
2019
Q1 | $8.12M | Buy |
80,179
+1,141
| +1% | +$116K | 1.43% | 26 |
|
|
2018
Q4 | $7.72M | Buy |
79,038
+2,614
| +3% | +$255K | 1.58% | 23 |
|
|
2018
Q3 | $8.62M | Buy |
76,424
+356
| +0.5% | +$40.2K | 1.63% | 21 |
|
|
2018
Q2 | $7.93M | Buy |
76,068
+652
| +0.9% | +$67.9K | 1.6% | 23 |
|
|
2018
Q1 | $8.29M | Buy |
75,416
+1,026
| +1% | +$113K | 1.68% | 19 |
|
|
2017
Q4 | $7.96M | Buy |
+74,390
| New | +$7.96M | 1.57% | 24 |
|