Hyperion Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38,624
| Closed | -$5.6M | – | 64 |
|
|
2023
Q3 | $5.6M | Sell |
38,624
-18,000
| -32% | -$2.61M | 3.07% | 13 |
|
|
2023
Q2 | $8.24M | Sell |
56,624
-8,000
| -12% | -$1.16M | 4.47% | 9 |
|
|
2023
Q1 | $8.42M | Hold |
64,624
| – | – | 4.05% | 9 |
|
|
2022
Q4 | $8.67M | Hold |
64,624
| – | – | 4.28% | 8 |
|
|
2022
Q3 | $6.75M | Buy |
+64,624
| New | +$6.75M | 3.33% | 10 |
|
|
2020
Q2 | – | Sell |
-10,400
| Closed | -$936K | – | 41 |
|
|
2020
Q1 | $936K | Hold |
10,400
| – | – | 0.66% | 18 |
|
|
2019
Q4 | $1.45M | Buy |
+10,400
| New | +$1.45M | 0.78% | 15 |
|