JWA
HOPE icon

JFS Wealth Advisors’s Hope Bancorp HOPE Stock Holding History

JFS Wealth Advisors’s Portfolio HOPE Stock Details HOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247 Buy
18
+17
+1,700% +$213 ﹤0.01% 2107
2026
Q1 		$12 Hold
1
– – ﹤0.01% 1880
2025
Q4 		$11 Hold
1
– – ﹤0.01% 1916
2025
Q3 		$11 Hold
1
– – ﹤0.01% 1896
2025
Q2 		$11 Hold
1
– – ﹤0.01% 1859
2025
Q1 		$11 Hold
1
– – ﹤0.01% 1928
2024
Q4 		$13 Hold
1
– – ﹤0.01% 1939
2024
Q3 		$13 Hold
1
– – ﹤0.01% 1956
2024
Q2 		$11 Hold
1
– – ﹤0.01% 1978
2024
Q1 		$12 Hold
1
– – ﹤0.01% 2001
2023
Q4 		$13 Hold
1
– – ﹤0.01% 1993
2023
Q3 		$9 Sell
1
-11
-92% -$105 ﹤0.01% 1966
2023
Q2 		$102 Buy
12
+5
+71% +$44 ﹤0.01% 1924
2023
Q1 		$69 Sell
7
-20
-74% -$245 ﹤0.01% 1910
2022
Q4 		$346 Hold
27
– – ﹤0.01% 1783
2022
Q3 		$0 Buy
27
+11
+69% +$159 ﹤0.01% 1809
2022
Q2 		$0 Sell
16
-2
-11% -$29 ﹤0.01% 1825
2022
Q1 		$0 Buy
18
+11
+157% +$181 ﹤0.01% 1882
2021
Q4 		$0 Buy
+7
New +$103 ﹤0.01% 1781

Other funds holding HOPE

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return