Hummer Financial Advisory Services’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 | $2.77M | Hold |
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|
2025
Q2 | $2.55M | Hold |
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|
2025
Q1 | $2.16M | Hold |
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|
2024
Q4 | $2.11M | Hold |
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|
2024
Q3 | $1.85M | Hold |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.5M | Hold |
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|
2023
Q3 | $1.28M | Hold |
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|
2023
Q2 | $1.29M | Hold |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $856K | Sell |
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|
2022
Q2 | $952K | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.42M | Hold |
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|
2021
Q3 | $1.47M | Hold |
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|
2021
Q2 | $1.4M | Hold |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $886K | Hold |
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|
2020
Q2 | $865K | Buy |
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|
2020
Q1 | $824K | Hold |
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|
2019
Q4 | $1.28M | Buy |
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