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HYA Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$695K Sell
6,171
-839
-12% -$94.5K 0.27% 57
2022
Q1
$956K Buy
7,010
+2,296
+49% +$313K 0.33% 53
2021
Q4
$746K Sell
4,714
-197
-4% -$31.2K 0.27% 59
2021
Q3
$818K Buy
4,911
+8
+0.2% +$1.33K 0.33% 51
2021
Q2
$763K Sell
4,903
-191
-4% -$29.7K 0.32% 50
2021
Q1
$776K Buy
5,094
+567
+13% +$86.4K 0.37% 47
2020
Q4
$575K Buy
4,527
+14
+0.3% +$1.78K 0.31% 58
2020
Q3
$435K Buy
4,513
+1,410
+45% +$136K 0.26% 67
2020
Q2
$292K Buy
+3,103
New +$292K 0.19% 94
2020
Q1
Sell
-1,925
Closed -$268K 107
2019
Q4
$268K Buy
+1,925
New +$268K 0.17% 91