HA
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 |
|