Hummer Financial Advisory Services’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 | $2.55M | Hold |
8,790
| – | – | 1.91% | 8 |
|
|
2025
Q1 | $2.16M | Hold |
8,790
| – | – | 1.75% | 8 |
|
|
2024
Q4 | $2.11M | Hold |
8,790
| – | – | 1.67% | 9 |
|
|
2024
Q3 | $1.85M | Hold |
8,790
| – | – | 1.46% | 11 |
|
|
2024
Q2 | $1.78M | Sell |
8,790
-93
| -1% | -$18.8K | 1.54% | 10 |
|
|
2024
Q1 | $1.78M | Buy |
8,883
+43
| +0.5% | +$8.61K | 1.47% | 11 |
|
|
2023
Q4 | $1.5M | Hold |
8,840
| – | – | 1.38% | 13 |
|
|
2023
Q3 | $1.28M | Hold |
8,840
| – | – | 1.31% | 14 |
|
|
2023
Q2 | $1.29M | Hold |
8,840
| – | – | 1.26% | 14 |
|
|
2023
Q1 | $1.15M | Buy |
8,840
+647
| +8% | +$84.3K | 1.22% | 17 |
|
|
2022
Q4 | $1.1M | Hold |
8,193
| – | – | 1.21% | 18 |
|
|
2022
Q3 | $856K | Sell |
8,193
-264
| -3% | -$27.6K | 1.01% | 23 |
|
|
2022
Q2 | $952K | Sell |
8,457
-383
| -4% | -$43.1K | 1.08% | 21 |
|
|
2022
Q1 | $1.21M | Sell |
8,840
-132
| -1% | -$18K | 1.09% | 17 |
|
|
2021
Q4 | $1.42M | Hold |
8,972
| – | – | 1.2% | 14 |
|
|
2021
Q3 | $1.47M | Hold |
8,972
| – | – | 1.36% | 11 |
|
|
2021
Q2 | $1.4M | Hold |
8,972
| – | – | 1.29% | 12 |
|
|
2021
Q1 | $1.37M | Sell |
8,972
-43
| -0.5% | -$6.55K | 1.33% | 13 |
|
|
2020
Q4 | $1.15M | Sell |
9,015
-185
| -2% | -$23.5K | 1.2% | 15 |
|
|
2020
Q3 | $886K | Hold |
9,200
| – | – | 1.04% | 19 |
|
|
2020
Q2 | $865K | Buy |
9,200
+43
| +0.5% | +$4.04K | 1.11% | 15 |
|
|
2020
Q1 | $824K | Hold |
9,157
| – | – | 1.24% | 17 |
|
|
2019
Q4 | $1.28M | Buy |
+9,157
| New | +$1.28M | 1.38% | 11 |
|