HUB Investment Partners’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
Q3 | $48.6M | Sell |
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|
2025
Q2 | $44.7M | Sell |
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|
2025
Q1 | $38M | Buy |
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|
2024
Q4 | $33.9M | Buy |
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|
2024
Q3 | $28M | Buy |
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|
2024
Q2 | $26.3M | Buy |
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|
2024
Q1 | $25.1M | Buy |
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|
2023
Q4 | $18.1M | Buy |
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|
2023
Q3 | $4.2M | Buy |
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|
2023
Q2 | $3.68M | Buy |
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|
2023
Q1 | $3.01M | Buy |
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|
2022
Q4 | $2.84M | Buy |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $3.16M | Sell |
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|
2021
Q3 | $3.8M | Buy |
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|
2021
Q2 | $3.59M | Sell |
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|
2021
Q1 | $3.88M | Buy |
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|
2020
Q4 | $2.04M | Buy |
|