JP Morgan Chase’s Hennessy Advisors HNNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $4.06K | Sell |
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|
2024
Q4 | $5.17K | Sell |
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|
2024
Q3 | $5.07K | Sell |
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|
2024
Q2 | $7.18K | Buy |
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|
2024
Q1 | $62 | Buy |
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|
2023
Q4 | $40 | Buy |
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|
2023
Q3 | $34 | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $0 | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $51K | Sell |
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|
2016
Q4 | $126K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $31K | Buy |
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