Hyperion Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$201K Buy
2023
Q4
Sell
2023
Q3
$5.6M Sell
2023
Q2
$8.24M Sell
2023
Q1
$8.42M Hold
2022
Q4
$8.67M Hold
2022
Q3
$6.75M Buy
2020
Q2
Sell
2020
Q1
$936K Hold
2019
Q4
$1.45M Buy