HPCM
Hunter Perkins Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Buy |
22,594
+45
| +0.2% | +$13K | 1.55% | 21 |
|
|
2025
Q1 | $5.53M | Sell |
22,549
-1,278
| -5% | -$313K | 1.28% | 25 |
|
|
2024
Q4 | $5.71M | Sell |
23,827
-642
| -3% | -$154K | 1.2% | 26 |
|
|
2024
Q3 | $5.16M | Sell |
24,469
-773
| -3% | -$163K | 1.05% | 32 |
|
|
2024
Q2 | $5.11M | Buy |
25,242
+1,410
| +6% | +$285K | 1.07% | 31 |
|
|
2024
Q1 | $4.77M | Sell |
23,832
-2,760
| -10% | -$553K | 0.98% | 32 |
|
|
2023
Q4 | $4.52M | Buy |
26,592
+1,856
| +8% | +$316K | 0.95% | 30 |
|
|
2023
Q3 | $3.59M | Sell |
24,736
-10,046
| -29% | -$1.46M | 0.77% | 36 |
|
|
2023
Q2 | $3.59M | Buy |
34,782
+24,661
| +244% | +$2.54M | 0.77% | 32 |
|
|
2023
Q1 | $1.32M | Buy |
10,121
+7,390
| +271% | +$963K | 0.31% | 56 |
|
|
2022
Q4 | $366K | Sell |
2,731
-794
| -23% | -$106K | 0.08% | 80 |
|
|
2022
Q3 | $368K | Buy |
+3,525
| New | +$368K | 0.09% | 71 |
|