HAIM
Hunter Associates Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
9,804
-670
| -6% | -$194K | 0.42% | 57 |
|
|
2025
Q1 | $2.58M | Sell |
10,474
-368
| -3% | -$90.5K | 0.4% | 60 |
|
|
2024
Q4 | $2.6M | Buy |
10,842
+239
| +2% | +$57.4K | 0.4% | 62 |
|
|
2024
Q3 | $2.24M | Sell |
10,603
-374
| -3% | -$78.8K | 0.35% | 70 |
|
|
2024
Q2 | $2.22M | Buy |
10,977
+639
| +6% | +$129K | 0.37% | 63 |
|
|
2024
Q1 | $2.07M | Sell |
10,338
-193
| -2% | -$38.7K | 0.35% | 70 |
|
|
2023
Q4 | $1.79M | Buy |
10,531
+835
| +9% | +$142K | 0.33% | 75 |
|
|
2023
Q3 | $1.41M | Buy |
9,696
+171
| +2% | +$24.8K | 0.29% | 82 |
|
|
2023
Q2 | $1.38M | Sell |
9,525
-360
| -4% | -$52.3K | 0.27% | 84 |
|
|
2023
Q1 | $1.29M | Sell |
9,885
-321
| -3% | -$41.8K | 0.28% | 84 |
|
|
2022
Q4 | $1.37M | Sell |
10,206
-1,321
| -11% | -$177K | 0.33% | 75 |
|
|
2022
Q3 | $1.2M | Sell |
11,527
-799
| -6% | -$83.5K | 0.31% | 82 |
|
|
2022
Q2 | $1.39M | Buy |
12,326
+8,976
| +268% | +$1.01M | 0.34% | 73 |
|
|
2022
Q1 | $457K | Sell |
3,350
-2,029
| -38% | -$277K | 0.15% | 90 |
|
|
2021
Q4 | $852K | Hold |
5,379
| – | – | 0.24% | 73 |
|
|
2021
Q3 | $880K | Sell |
5,379
-100
| -2% | -$16.4K | 0.28% | 66 |
|
|
2021
Q2 | $852K | Sell |
5,479
-6,450
| -54% | -$1M | 0.27% | 65 |
|
|
2021
Q1 | $1.82M | Buy |
11,929
+1,850
| +18% | +$282K | 0.42% | 58 |
|
|
2020
Q4 | $1.28M | Buy |
10,079
+253
| +3% | +$32.2K | 0.32% | 67 |
|
|
2020
Q3 | $946K | Buy |
9,826
+1,300
| +15% | +$125K | 0.26% | 77 |
|
|
2020
Q2 | $802K | Sell |
8,526
-1,300
| -13% | -$122K | 0.24% | 84 |
|
|
2020
Q1 | $885K | Buy |
9,826
+1,650
| +20% | +$149K | 0.34% | 67 |
|
|
2019
Q4 | $1.14M | Buy |
8,176
+515
| +7% | +$71.8K | 0.35% | 63 |
|
|
2019
Q3 | $902K | Sell |
7,661
-235
| -3% | -$27.7K | 0.31% | 68 |
|
|
2019
Q2 | $883K | Hold |
7,896
| – | – | 0.3% | 68 |
|
|
2019
Q1 | $799K | Buy |
7,896
+466
| +6% | +$47.2K | 0.28% | 73 |
|
|
2018
Q4 | $725K | Hold |
7,430
| – | – | 0.29% | 75 |
|
|
2018
Q3 | $838K | Buy |
7,430
+150
| +2% | +$16.9K | 0.29% | 74 |
|
|
2018
Q2 | $759K | Buy |
7,280
+500
| +7% | +$52.1K | 0.27% | 80 |
|
|
2018
Q1 | $746K | Hold |
6,780
| – | – | 0.28% | 75 |
|
|
2017
Q4 | $725K | Buy |
6,780
+1,979
| +41% | +$212K | 0.27% | 75 |
|
|
2017
Q3 | $459K | Sell |
4,801
-50
| -1% | -$4.78K | 0.18% | 101 |
|
|
2017
Q2 | $443K | Buy |
4,851
+500
| +11% | +$45.7K | 0.18% | 104 |
|
|
2017
Q1 | $382K | Hold |
4,351
| – | – | 0.16% | 108 |
|
|
2016
Q4 | $375K | Buy |
4,351
+29
| +0.7% | +$2.5K | 0.16% | 109 |
|
|
2016
Q3 | $288K | Buy |
4,322
+135
| +3% | +$9K | 0.12% | 129 |
|
|
2016
Q2 | $260K | Hold |
4,187
| – | – | 0.11% | 128 |
|
|
2016
Q1 | $248K | Buy |
4,187
+106
| +3% | +$6.28K | 0.11% | 126 |
|
|
2015
Q4 | $269K | Sell |
4,081
-500
| -11% | -$33K | 0.12% | 122 |
|
|
2015
Q3 | $279K | Sell |
4,581
-250
| -5% | -$15.2K | 0.13% | 121 |
|
|
2015
Q2 | $327K | Sell |
4,831
-50
| -1% | -$3.38K | 0.14% | 115 |
|
|
2015
Q1 | $296K | Hold |
4,881
| – | – | 0.12% | 119 |
|
|
2014
Q4 | $305K | Sell |
4,881
-45
| -0.9% | -$2.81K | 0.12% | 119 |
|
|
2014
Q3 | $297K | Hold |
4,926
| – | – | 0.12% | 117 |
|
|
2014
Q2 | $284K | Buy |
4,926
+394
| +9% | +$22.7K | 0.11% | 122 |
|
|
2014
Q1 | $275K | Sell |
4,532
-17
| -0.4% | -$1.03K | 0.11% | 133 |
|
|
2013
Q4 | $266K | Sell |
4,549
-462
| -9% | -$27K | 0.1% | 138 |
|
|
2013
Q3 | $259K | Buy |
5,011
+150
| +3% | +$7.75K | 0.11% | 134 |
|
|
2013
Q2 | $257K | Buy |
+4,861
| New | +$257K | 0.1% | 147 |
|