HWM
JPM icon

HRC Wealth Management’s JPMorgan Chase JPM Stock Holding History

HRC Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$286K Buy
987
+1
+0.1% +$290 0.15% 45
2025
Q1 		$242K Buy
986
+28
+3% +$6.87K 0.15% 45
2024
Q4 		$230K Buy
+958
New +$230K 0.14% 48