HWMG
Hurlow Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
5,824
-273
| -4% | -$79.1K | 0.48% | 30 |
|
|
2025
Q1 | $1.5M | Buy |
6,097
+559
| +10% | +$137K | 0.47% | 35 |
|
|
2024
Q4 | $1.33M | Buy |
5,538
+40
| +0.7% | +$9.59K | 0.41% | 36 |
|
|
2024
Q3 | $1.16M | Hold |
5,498
| – | – | 0.36% | 37 |
|
|
2024
Q2 | $1.11M | Sell |
5,498
-84
| -2% | -$17K | 0.38% | 37 |
|
|
2024
Q1 | $1.12M | Buy |
5,582
+7
| +0.1% | +$1.4K | 0.39% | 37 |
|
|
2023
Q4 | $948K | Buy |
5,575
+98
| +2% | +$16.7K | 0.36% | 38 |
|
|
2023
Q3 | $794K | Sell |
5,477
-425
| -7% | -$61.6K | 0.35% | 39 |
|
|
2023
Q2 | $858K | Sell |
5,902
-11
| -0.2% | -$1.6K | 0.37% | 37 |
|
|
2023
Q1 | $771K | Buy |
5,913
+11
| +0.2% | +$1.43K | 0.36% | 39 |
|
|
2022
Q4 | $791K | Buy |
5,902
+97
| +2% | +$13K | 0.41% | 39 |
|
|
2022
Q3 | $607K | Sell |
5,805
-292
| -5% | -$30.5K | 0.35% | 42 |
|
|
2022
Q2 | $687K | Hold |
6,097
| – | – | 0.4% | 37 |
|
|
2022
Q1 | $831K | Sell |
6,097
-69
| -1% | -$9.4K | 0.51% | 32 |
|
|
2021
Q4 | $793K | Buy |
6,166
+69
| +1% | +$8.87K | 0.62% | 27 |
|
|
2021
Q3 | $998K | Sell |
6,097
-69
| -1% | -$11.3K | 0.59% | 27 |
|
|
2021
Q2 | $959K | Sell |
6,166
-62
| -1% | -$9.64K | 0.63% | 27 |
|
|
2021
Q1 | $948K | Buy |
6,228
+200
| +3% | +$30.4K | 0.68% | 24 |
|
|
2020
Q4 | $766K | Buy |
6,028
+50
| +0.8% | +$6.35K | 0.6% | 28 |
|
|
2020
Q3 | $576K | Hold |
5,978
| – | – | 0.53% | 35 |
|
|
2020
Q2 | $584K | Hold |
5,978
| – | – | 0.56% | 31 |
|
|
2020
Q1 | $543K | Sell |
5,978
-210
| -3% | -$19.1K | 0.58% | 35 |
|
|
2019
Q4 | $843K | Sell |
6,188
-50
| -0.8% | -$6.81K | 0.83% | 25 |
|
|
2019
Q3 | $726K | Hold |
6,238
| – | – | 0.77% | 27 |
|
|
2019
Q2 | $715K | Hold |
6,238
| – | – | 0.75% | 29 |
|
|
2019
Q1 | $724K | Hold |
6,238
| – | – | 0.78% | 28 |
|
|
2018
Q4 | $648K | Buy |
+6,238
| New | +$648K | 0.78% | 30 |
|