JPMorgan Chase & Co’s HealthStream HSTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.86M Buy
247,905
+186,231
+302% +$5.15M ﹤0.01% 2475
2025
Q1
$1.98M Sell
61,674
-42,794
-41% -$1.38M ﹤0.01% 3255
2024
Q4
$3.32M Buy
104,468
+47,264
+83% +$1.5M ﹤0.01% 3064
2024
Q3
$1.65M Buy
57,204
+9,017
+19% +$260K ﹤0.01% 3376
2024
Q2
$1.34M Sell
48,187
-17,390
-27% -$485K ﹤0.01% 3330
2024
Q1
$1.75M Buy
65,577
+7,423
+13% +$198K ﹤0.01% 3231
2023
Q4
$1.57M Buy
58,154
+9,821
+20% +$265K ﹤0.01% 3277
2023
Q3
$1.04M Sell
48,333
-4,153
-8% -$89.6K ﹤0.01% 3381
2023
Q2
$1.29M Buy
52,486
+3,333
+7% +$81.9K ﹤0.01% 3279
2023
Q1
$1.33M Buy
49,153
+6,069
+14% +$164K ﹤0.01% 3274
2022
Q4
$1.07M Buy
43,084
+2,422
+6% +$60.2K ﹤0.01% 3311
2022
Q3
$864K Sell
40,662
-60
-0.1% -$1.28K ﹤0.01% 3450
2022
Q2
$884K Buy
40,722
+1,851
+5% +$40.2K ﹤0.01% 3554
2022
Q1
$773K Sell
38,871
-35,685
-48% -$710K ﹤0.01% 3764
2021
Q4
$1.97M Buy
74,556
+10,117
+16% +$267K ﹤0.01% 3246
2021
Q3
$1.84M Buy
64,439
+13,702
+27% +$392K ﹤0.01% 3227
2021
Q2
$1.42M Buy
50,737
+20,324
+67% +$568K ﹤0.01% 3423
2021
Q1
$681K Sell
30,413
-3,410
-10% -$76.4K ﹤0.01% 3873
2020
Q4
$738K Sell
33,823
-6,280
-16% -$137K ﹤0.01% 3536
2020
Q3
$805K Sell
40,103
-15,859
-28% -$318K ﹤0.01% 3186
2020
Q2
$1.24M Sell
55,962
-62,408
-53% -$1.38M ﹤0.01% 2912
2020
Q1
$2.84M Sell
118,370
-125,148
-51% -$3M ﹤0.01% 2379
2019
Q4
$6.62M Sell
243,518
-24,743
-9% -$673K ﹤0.01% 2018
2019
Q3
$6.95M Buy
268,261
+20,567
+8% +$532K ﹤0.01% 2000
2019
Q2
$6.45M Buy
247,694
+113,684
+85% +$2.96M ﹤0.01% 1984
2019
Q1
$3.76M Buy
134,010
+84,479
+171% +$2.37M ﹤0.01% 2272
2018
Q4
$1.2M Buy
49,531
+17,790
+56% +$430K ﹤0.01% 2934
2018
Q3
$985K Sell
31,741
-36,334
-53% -$1.13M ﹤0.01% 3182
2018
Q2
$1.86M Buy
68,075
+33,708
+98% +$921K ﹤0.01% 2851
2018
Q1
$853K Buy
34,367
+3,533
+11% +$87.7K ﹤0.01% 3166
2017
Q4
$714K Buy
30,834
+27,486
+821% +$636K ﹤0.01% 3200
2017
Q3
$78K Buy
+3,348
New +$78K ﹤0.01% 3706
2017
Q1
Sell
-18,388
Closed -$461K 4472
2016
Q4
$461K Buy
+18,388
New +$461K ﹤0.01% 3320
2016
Q3
Sell
-2,285
Closed -$61K 4158
2016
Q2
$61K Buy
+2,285
New +$61K ﹤0.01% 3495
2014
Q1
Sell
-33,578
Closed -$1.1M 3533
2013
Q4
$1.1M Buy
33,578
+305
+0.9% +$9.95K ﹤0.01% 2869
2013
Q3
$1.26M Sell
33,273
-14,231
-30% -$539K ﹤0.01% 2870
2013
Q2
$1.2M Buy
+47,504
New +$1.2M ﹤0.01% 2819