HUB Investment Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.7M | Sell |
154,234
-669
| -0.4% | -$194K | 1.49% | 9 |
|
|
2025
Q1 | $38M | Buy |
154,903
+13,370
| +9% | +$3.28M | 1.51% | 9 |
|
|
2024
Q4 | $33.9M | Buy |
141,533
+8,811
| +7% | +$2.11M | 1.42% | 9 |
|
|
2024
Q3 | $28M | Buy |
132,722
+2,703
| +2% | +$570K | 1.22% | 13 |
|
|
2024
Q2 | $26.3M | Buy |
130,019
+4,857
| +4% | +$982K | 1% | 12 |
|
|
2024
Q1 | $25.1M | Buy |
125,162
+18,725
| +18% | +$3.75M | 1.37% | 11 |
|
|
2023
Q4 | $18.1M | Buy |
106,437
+77,506
| +268% | +$13.2M | 1.24% | 15 |
|
|
2023
Q3 | $4.2M | Buy |
28,931
+3,657
| +14% | +$530K | 0.63% | 39 |
|
|
2023
Q2 | $3.68M | Buy |
25,274
+2,175
| +9% | +$316K | 0.61% | 39 |
|
|
2023
Q1 | $3.01M | Buy |
23,099
+1,901
| +9% | +$248K | 0.62% | 40 |
|
|
2022
Q4 | $2.84M | Buy |
21,198
+777
| +4% | +$104K | 0.62% | 29 |
|
|
2022
Q3 | $2.13M | Buy |
20,421
+479
| +2% | +$50.1K | 0.64% | 43 |
|
|
2022
Q2 | $2.25M | Buy |
19,942
+1,921
| +11% | +$216K | 0.7% | 40 |
|
|
2022
Q1 | $2.46M | Sell |
18,021
-1,909
| -10% | -$260K | 0.58% | 38 |
|
|
2021
Q4 | $3.16M | Sell |
19,930
-3,274
| -14% | -$518K | 0.73% | 30 |
|
|
2021
Q3 | $3.8M | Buy |
23,204
+101
| +0.4% | +$16.5K | 0.9% | 24 |
|
|
2021
Q2 | $3.59M | Sell |
23,103
-2,397
| -9% | -$373K | 0.96% | 24 |
|
|
2021
Q1 | $3.88M | Buy |
25,500
+4,288
| +20% | +$653K | 1.15% | 19 |
|
|
2020
Q4 | $2.04M | Buy |
+21,212
| New | +$2.04M | 0.93% | 29 |
|