JHCP
Jackson Hole Capital Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
14,581
+14
| +0.1% | +$4.06K | 0.78% | 34 |
|
|
2025
Q1 | $3.57M | Buy |
14,567
+34
| +0.2% | +$8.34K | 0.71% | 42 |
|
|
2024
Q4 | $3.48M | Sell |
14,533
-100
| -0.7% | -$24K | 0.7% | 37 |
|
|
2024
Q3 | $3.09M | Buy |
14,633
+226
| +2% | +$47.7K | 0.64% | 44 |
|
|
2024
Q2 | $2.91M | Hold |
14,407
| – | – | 0.63% | 45 |
|
|
2024
Q1 | $2.89M | Sell |
14,407
-77
| -0.5% | -$15.4K | 0.65% | 43 |
|
|
2023
Q4 | $2.46M | Hold |
14,484
| – | – | 0.63% | 41 |
|
|
2023
Q3 | $2.1M | Sell |
14,484
-2,000
| -12% | -$290K | 0.61% | 44 |
|
|
2023
Q2 | $2.4M | Sell |
16,484
-2,796
| -15% | -$407K | 0.66% | 38 |
|
|
2023
Q1 | $2.51M | Buy |
19,280
+8,127
| +73% | +$1.06M | 0.66% | 39 |
|
|
2022
Q4 | $1.5M | Hold |
11,153
| – | – | 0.45% | 62 |
|
|
2022
Q3 | $1.17M | Buy |
11,153
+975
| +10% | +$102K | 0.36% | 74 |
|
|
2022
Q2 | $1.15M | Buy |
10,178
+424
| +4% | +$47.7K | 0.36% | 71 |
|
|
2022
Q1 | $1.33M | Buy |
9,754
+1,968
| +25% | +$268K | 0.38% | 72 |
|
|
2021
Q4 | $1.23M | Buy |
7,786
+1,530
| +24% | +$242K | 0.39% | 69 |
|
|
2021
Q3 | $1.02M | Buy |
6,256
+500
| +9% | +$81.8K | 0.33% | 76 |
|
|
2021
Q2 | $895K | Sell |
5,756
-293
| -5% | -$45.6K | 0.31% | 77 |
|
|
2021
Q1 | $921K | Buy |
6,049
+33
| +0.5% | +$5.02K | 0.38% | 68 |
|
|
2020
Q4 | $764K | Hold |
6,016
| – | – | 0.35% | 71 |
|
|
2020
Q3 | $579K | Buy |
6,016
+800
| +15% | +$77K | 0.3% | 69 |
|
|
2020
Q2 | $491K | Hold |
5,216
| – | – | 0.3% | 76 |
|
|
2020
Q1 | $470K | Sell |
5,216
-2,000
| -28% | -$180K | 0.35% | 70 |
|
|
2019
Q4 | $1.01M | Hold |
7,216
| – | – | 0.55% | 55 |
|
|
2019
Q3 | $849K | Buy |
7,216
+2,000
| +38% | +$235K | 0.48% | 59 |
|
|
2019
Q2 | $583K | Buy |
5,216
+1,875
| +56% | +$210K | 0.36% | 75 |
|
|
2019
Q1 | $338K | Buy |
3,341
+50
| +2% | +$5.06K | 0.3% | 96 |
|
|
2018
Q4 | $321K | Buy |
+3,291
| New | +$321K | 0.34% | 89 |
|