HKIMG
Hutchens & Kramer Investment Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
1,813
-86
| -5% | -$25K | 0.24% | 74 |
|
|
2025
Q1 | $466K | Sell |
1,899
-6
| -0.3% | -$1.47K | 0.26% | 73 |
|
|
2024
Q4 | $457K | Buy |
1,905
+223
| +13% | +$53.5K | 0.25% | 73 |
|
|
2024
Q3 | $348K | Sell |
1,682
-11
| -0.6% | -$2.28K | 0.19% | 95 |
|
|
2024
Q2 | $348K | Buy |
1,693
+3
| +0.2% | +$616 | 0.19% | 86 |
|
|
2024
Q1 | $336K | Buy |
1,690
+91
| +6% | +$18.1K | 0.2% | 82 |
|
|
2023
Q4 | $272K | Sell |
1,599
-520
| -25% | -$88.5K | 0.19% | 90 |
|
|
2023
Q3 | $305K | Buy |
2,119
+2
| +0.1% | +$288 | 0.24% | 78 |
|
|
2023
Q2 | $308K | Buy |
2,117
+95
| +5% | +$13.8K | 0.25% | 79 |
|
|
2023
Q1 | $263K | Buy |
2,022
+444
| +28% | +$57.9K | 0.23% | 91 |
|
|
2022
Q4 | $212K | Buy |
+1,578
| New | +$212K | 0.16% | 98 |
|