HTG Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Sell |
|
|||||
|
2025
Q1 | $797K | Sell |
|
|||||
|
2024
Q4 | $797K | Sell |
|
|||||
|
2024
Q3 | $719K | Sell |
|
|||||
|
2024
Q2 | $695K | Buy |
|
|||||
|
2024
Q1 | $682K | Sell |
|
|||||
|
2023
Q4 | $615K | Hold |
|
|||||
|
2023
Q3 | $524K | Buy |
|
|||||
|
2023
Q2 | $518K | Buy |
|
|||||
|
2023
Q1 | $452K | Sell |
|
|||||
|
2022
Q4 | $467K | Buy |
|