HIA
HTG Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Sell |
3,130
-118
| -4% | -$34.2K | 0.34% | 33 |
|
|
2025
Q1 | $797K | Sell |
3,248
-75
| -2% | -$18.4K | 0.33% | 33 |
|
|
2024
Q4 | $797K | Sell |
3,323
-88
| -3% | -$21.1K | 0.36% | 32 |
|
|
2024
Q3 | $719K | Sell |
3,411
-26
| -0.8% | -$5.48K | 0.34% | 35 |
|
|
2024
Q2 | $695K | Buy |
3,437
+34
| +1% | +$6.88K | 0.37% | 35 |
|
|
2024
Q1 | $682K | Sell |
3,403
-213
| -6% | -$42.7K | 0.4% | 35 |
|
|
2023
Q4 | $615K | Hold |
3,616
| – | – | 0.4% | 33 |
|
|
2023
Q3 | $524K | Buy |
3,616
+51
| +1% | +$7.4K | 0.42% | 32 |
|
|
2023
Q2 | $518K | Buy |
3,565
+100
| +3% | +$14.5K | 0.43% | 33 |
|
|
2023
Q1 | $452K | Sell |
3,465
-21
| -0.6% | -$2.74K | 0.41% | 33 |
|
|
2022
Q4 | $467K | Buy |
+3,486
| New | +$467K | 0.47% | 31 |
|