HF
HRT Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
68,779
-60,244
| -47% | -$17.5M | 0.09% | 110 |
|
|
2025
Q1 | $31.6M | Sell |
129,023
-539,675
| -81% | -$132M | 0.2% | 46 |
|
|
2024
Q4 | $160M | Buy |
668,698
+270,805
| +68% | +$64.9M | 0.83% | 10 |
|
|
2024
Q3 | $83.9M | Sell |
397,893
-8,746
| -2% | -$1.84M | 0.42% | 19 |
|
|
2024
Q2 | $82.2M | Buy |
406,639
+280,732
| +223% | +$56.8M | 0.46% | 22 |
|
|
2024
Q1 | $25.2M | Buy |
125,907
+28,557
| +29% | +$5.72M | 0.16% | 60 |
|
|
2023
Q4 | $16.6M | Buy |
97,350
+42,213
| +77% | +$7.18M | 0.12% | 89 |
|
|
2023
Q3 | $8M | Buy |
+55,137
| New | +$8M | 0.08% | 161 |
|
|
2023
Q2 | – | Sell |
-27,140
| Closed | -$3.54M | – | 2665 |
|
|
2023
Q1 | $3.54M | Buy |
+27,140
| New | +$3.54M | 0.04% | 342 |
|
|
2022
Q4 | – | Sell |
-64,217
| Closed | -$6.71M | – | 2607 |
|
|
2022
Q3 | $6.71M | Sell |
64,217
-407,632
| -86% | -$42.6M | 0.07% | 218 |
|
|
2022
Q2 | $53.1M | Buy |
+471,849
| New | +$53.1M | 0.58% | 20 |
|
|
2022
Q1 | – | Sell |
-190,637
| Closed | -$30.2M | – | 3171 |
|
|
2021
Q4 | $30.2M | Sell |
190,637
-227,183
| -54% | -$36M | 0.17% | 57 |
|
|
2021
Q3 | $68.4M | Buy |
417,820
+208,577
| +100% | +$34.1M | 0.42% | 26 |
|
|
2021
Q2 | $32.5M | Buy |
+209,243
| New | +$32.5M | 0.3% | 46 |
|
|
2021
Q1 | – | Sell |
-122,579
| Closed | -$15.6M | – | 2702 |
|
|
2020
Q4 | $15.6M | Buy |
+122,579
| New | +$15.6M | 0.31% | 47 |
|
|
2020
Q3 | – | Sell |
-498,191
| Closed | -$46.9M | – | 2028 |
|
|
2020
Q2 | $46.9M | Buy |
+498,191
| New | +$46.9M | 1.41% | 8 |
|
|
2020
Q1 | – | Sell |
-312,916
| Closed | -$43.6M | – | 942 |
|
|
2019
Q4 | $43.6M | Buy |
312,916
+210,676
| +206% | +$29.4M | 1.88% | 6 |
|
|
2019
Q3 | $12M | Sell |
102,240
-158,211
| -61% | -$18.6M | 0.57% | 20 |
|
|
2019
Q2 | $29.1M | Buy |
260,451
+233,289
| +859% | +$26.1M | 1.84% | 8 |
|
|
2019
Q1 | $2.75M | Buy |
27,162
+13,486
| +99% | +$1.36M | 0.43% | 31 |
|
|
2018
Q4 | $1.34M | Sell |
13,676
-58,683
| -81% | -$5.73M | 0.19% | 83 |
|
|
2018
Q3 | $8.16M | Buy |
72,359
+63,002
| +673% | +$7.11M | 1.27% | 16 |
|
|
2018
Q2 | $974K | Buy |
9,357
+5,720
| +157% | +$595K | 0.35% | 40 |
|
|
2018
Q1 | $399K | Sell |
3,637
-118
| -3% | -$12.9K | 0.19% | 104 |
|
|
2017
Q4 | $401K | Hold |
3,755
| – | – | 0.41% | 43 |
|
|
2017
Q3 | $358K | Buy |
3,755
+176
| +5% | +$16.8K | 0.44% | 32 |
|
|
2017
Q2 | $327K | Sell |
3,579
-421
| -11% | -$38.5K | 0.52% | 23 |
|
|
2017
Q1 | $351K | Buy |
4,000
+488
| +14% | +$42.8K | 0.33% | 43 |
|
|
2016
Q4 | $303K | Hold |
3,512
| – | – | 0.39% | 41 |
|
|
2016
Q3 | $233K | Sell |
3,512
-404
| -10% | -$26.8K | 0.21% | 66 |
|
|
2016
Q2 | $243K | Hold |
3,916
| – | – | 0.15% | 80 |
|
|
2016
Q1 | $231K | Buy |
3,916
+58
| +2% | +$3.42K | 0.24% | 57 |
|
|
2015
Q4 | $254K | Hold |
3,858
| – | – | 0.31% | 40 |
|
|
2015
Q3 | $235K | Hold |
3,858
| – | – | 0.2% | 68 |
|
|
2015
Q2 | $261K | Hold |
3,858
| – | – | 0.12% | 103 |
|
|
2015
Q1 | $233K | Buy |
3,858
+536
| +16% | +$32.4K | 0.3% | 46 |
|
|
2014
Q4 | $207K | Buy |
+3,322
| New | +$207K | 0.29% | 53 |
|