Nicholas Hoffman & Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.73M | Buy |
12,683
+72
| +0.6% | +$21.9K | 0.09% | 51 |
|
|
2025
Q4 | $4.06M | Buy |
12,611
+129
| +1% | +$39.9K | 0.09% | 46 |
|
|
2025
Q3 | $3.94M | Buy |
12,482
+270
| +2% | +$80.3K | 0.1% | 47 |
|
|
2025
Q2 | $3.54M | Buy |
12,212
+189
| +2% | +$48.2K | 0.09% | 49 |
|
|
2025
Q1 | $2.95M | Sell |
12,023
-121
| -1% | -$30.8K | 0.11% | 48 |
|
|
2024
Q4 | $2.91M | Sell |
12,144
-774
| -6% | -$180K | 0.12% | 48 |
|
|
2024
Q3 | $2.72M | Buy |
12,918
+24
| +0.2% | +$5.05K | 0.11% | 52 |
|
|
2024
Q2 | $2.61M | Buy |
12,894
+49
| +0.4% | +$9.58K | 0.12% | 52 |
|
|
2024
Q1 | $2.57M | Sell |
12,845
-1,077
| -8% | -$194K | 0.13% | 50 |
|
|
2023
Q4 | $2.37M | Buy |
13,922
+1,116
| +9% | +$169K | 0.14% | 51 |
|
|
2023
Q3 | $1.86M | Buy |
12,806
+110
| +0.9% | +$16.5K | 0.14% | 60 |
|
|
2023
Q2 | $1.85M | Buy |
12,696
+572
| +5% | +$78.7K | 0.07% | 67 |
|
|
2023
Q1 | $1.58M | Sell |
12,124
-20
| -0.2% | -$2.74K | 0.14% | 72 |
|
|
2022
Q4 | $1.63M | Sell |
12,144
-187
| -2% | -$23.7K | 0.18% | 68 |
|
|
2022
Q3 | $1.29M | Sell |
12,331
-277
| -2% | -$31.8K | 0.06% | 81 |
|
|
2022
Q2 | $1.42M | Buy |
12,608
+346
| +3% | +$42.9K | 0.07% | 72 |
|
|
2022
Q1 | $1.67M | Sell |
12,262
-332
| -3% | -$49K | 0.07% | 63 |
|
|
2021
Q4 | $1.99M | Buy |
12,594
+478
| +4% | +$78.5K | 0.06% | 53 |
|
|
2021
Q3 | $1.98M | Buy |
12,116
+221
| +2% | +$34.6K | 0.35% | 50 |
|
|
2021
Q2 | $1.85M | Buy |
11,895
+1,676
| +16% | +$263K | 0.33% | 53 |
|
|
2021
Q1 | $1.56M | Sell |
10,219
-373
| -4% | -$53.7K | 0.31% | 57 |
|
|
2020
Q4 | $1.35M | Buy |
10,592
+355
| +3% | +$39.7K | 0.31% | 61 |
|
|
2020
Q3 | $986K | Sell |
10,237
-2,131
| -17% | -$209K | 0.26% | 74 |
|
|
2020
Q2 | $1.16M | Buy |
12,368
+2,100
| +20% | +$199K | 0.34% | 60 |
|
|
2020
Q1 | $924K | Buy |
10,268
+419
| +4% | +$50.9K | 0.31% | 68 |
|
|
2019
Q4 | $1.37M | Buy |
9,849
+2,053
| +26% | +$263K | 0.38% | 58 |
|
|
2019
Q3 | $918K | Sell |
7,796
-834
| -10% | -$94.3K | 0.28% | 82 |
|
|
2019
Q2 | $965K | Buy |
8,630
+13
| +0.2% | +$1.43K | 0.3% | 76 |
|
|
2019
Q1 | $872K | Buy |
8,617
+683
| +9% | +$70.4K | 0.28% | 87 |
|
|
2018
Q4 | $774K | Sell |
7,934
-653
| -8% | -$69.6K | 0.27% | 86 |
|
|
2018
Q3 | $969K | Sell |
8,587
-1,131
| -12% | -$128K | 0.33% | 74 |
|
|
2018
Q2 | $1.01M | Buy |
9,718
+517
| +6% | +$56.7K | 0.37% | 66 |
|
|
2018
Q1 | $1.01M | Buy |
9,201
+2,289
| +33% | +$259K | 0.39% | 67 |
|
|
2017
Q4 | $739K | Buy |
6,912
+23
| +0.3% | +$2.33K | 0.29% | 89 |
|
|
2017
Q3 | $658K | Buy |
6,889
+189
| +3% | +$17.4K | 0.28% | 89 |
|
|
2017
Q2 | $612K | Sell |
6,700
-571
| -8% | -$49.3K | 0.28% | 84 |
|
|
2017
Q1 | $639K | Sell |
7,271
-483
| -6% | -$42.6K | 0.3% | 82 |
|
|
2016
Q4 | $676K | Sell |
7,754
-9
| -0.1% | -$686 | 0.34% | 73 |
|
|
2016
Q3 | $517K | Buy |
7,763
+2,674
| +53% | +$174K | 0.28% | 83 |
|
|
2016
Q2 | $316K | Buy |
+5,089
| New | +$318K | 0.18% | 102 |
|
Other funds holding JPM
VCM
VPM
