Adirondack Trust Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.43M | Sell |
22,170
-97
| -0.4% | -$28.1K | 2.33% | 7 |
|
2025
Q1 | $5.46M | Sell |
22,267
-131
| -0.6% | -$32.1K | 2.13% | 7 |
|
2024
Q4 | $5.37M | Sell |
22,398
-316
| -1% | -$75.7K | 2.05% | 7 |
|
2024
Q3 | $4.79M | Buy |
22,714
+12
| +0.1% | +$2.53K | 1.84% | 8 |
|
2024
Q2 | $4.59M | Sell |
22,702
-68
| -0.3% | -$13.8K | 1.87% | 8 |
|
2024
Q1 | $4.56M | Sell |
22,770
-278
| -1% | -$55.7K | 1.91% | 8 |
|
2023
Q4 | $4.29M | Sell |
23,048
-464
| -2% | -$86.3K | 1.85% | 8 |
|
2023
Q3 | $3.41M | Sell |
23,512
-25
| -0.1% | -$3.63K | 1.7% | 13 |
|
2023
Q2 | $3.72M | Buy |
23,537
+9
| +0% | +$1.42K | 1.74% | 12 |
|
2023
Q1 | $3.07M | Buy |
23,528
+640
| +3% | +$83.4K | 1.55% | 15 |
|
2022
Q4 | $3.07M | Sell |
22,888
-138
| -0.6% | -$18.5K | 1.59% | 15 |
|
2022
Q3 | $2.41M | Buy |
23,026
+946
| +4% | +$98.8K | 1.34% | 17 |
|
2022
Q2 | $2.49M | Buy |
22,080
+209
| +1% | +$23.5K | 1.33% | 18 |
|
2022
Q1 | $2.98M | Buy |
21,871
+1,068
| +5% | +$146K | 1.41% | 17 |
|
2021
Q4 | $3.29M | Sell |
20,803
-301
| -1% | -$47.7K | 1.57% | 15 |
|
2021
Q3 | $3.59M | Sell |
21,104
-176
| -0.8% | -$29.9K | 1.71% | 14 |
|
2021
Q2 | $3.31M | Buy |
21,280
+128
| +0.6% | +$19.9K | 1.67% | 13 |
|
2021
Q1 | $3.22M | Buy |
21,152
+1,980
| +10% | +$301K | 1.71% | 13 |
|
2020
Q4 | $2.47M | Buy |
19,172
+825
| +4% | +$106K | 1.48% | 15 |
|
2020
Q3 | $1.77M | Sell |
18,347
-230
| -1% | -$22.1K | 1.16% | 20 |
|
2020
Q2 | $1.8M | Sell |
18,577
-585
| -3% | -$56.5K | 1.19% | 19 |
|
2020
Q1 | $1.73M | Buy |
19,162
+1,440
| +8% | +$130K | 1.41% | 18 |
|
2019
Q4 | $2.35M | Sell |
17,722
-2,060
| -10% | -$273K | 1.54% | 15 |
|
2019
Q3 | $2.33M | Sell |
19,782
-838
| -4% | -$98.7K | 1.64% | 16 |
|
2019
Q2 | $2.31M | Buy |
20,620
+1,119
| +6% | +$125K | 1.61% | 16 |
|
2019
Q1 | $2.26M | Sell |
19,501
-525
| -3% | -$60.9K | 1.55% | 17 |
|
2018
Q4 | $1.96M | Buy |
20,026
+99
| +0.5% | +$9.67K | 1.51% | 18 |
|
2018
Q3 | $2.25M | Buy |
19,927
+2,027
| +11% | +$229K | 1.52% | 16 |
|
2018
Q2 | $1.87M | Buy |
17,900
+10
| +0.1% | +$1.04K | 1.32% | 18 |
|
2018
Q1 | $1.95M | Buy |
17,890
+1,015
| +6% | +$110K | 1.39% | 17 |
|
2017
Q4 | $1.81M | Sell |
16,875
-490
| -3% | -$52.4K | 1.31% | 20 |
|
2017
Q3 | $1.66M | Sell |
17,365
-75
| -0.4% | -$7.17K | 1.3% | 19 |
|
2017
Q2 | $1.59M | Sell |
17,440
-3,390
| -16% | -$310K | 1.28% | 20 |
|
2017
Q1 | $1.83M | Sell |
20,830
-2,390
| -10% | -$210K | 1.28% | 21 |
|
2016
Q4 | $2M | Sell |
23,220
-176
| -0.8% | -$15.2K | 1.4% | 17 |
|
2016
Q3 | $1.56M | Buy |
23,396
+805
| +4% | +$53.6K | 1.12% | 23 |
|
2016
Q2 | $1.4M | Sell |
22,591
-359
| -2% | -$22.3K | 1% | 25 |
|
2016
Q1 | $1.36M | Sell |
22,950
-15
| -0.1% | -$888 | 1.01% | 26 |
|
2015
Q4 | $1.37M | Buy |
22,965
+248
| +1% | +$14.8K | 1.08% | 21 |
|
2015
Q3 | $1.39M | Sell |
22,717
-295
| -1% | -$18K | 1.12% | 20 |
|
2015
Q2 | $1.56M | Buy |
23,012
+195
| +0.9% | +$13.2K | 1.16% | 20 |
|
2015
Q1 | $1.38M | Sell |
22,817
-25
| -0.1% | -$1.51K | 1.03% | 25 |
|
2014
Q4 | $1.43M | Buy |
22,842
+30
| +0.1% | +$1.88K | 1.07% | 26 |
|
2014
Q3 | $1.37M | Buy |
22,812
+555
| +2% | +$33.4K | 1.04% | 27 |
|
2014
Q2 | $1.28M | Buy |
22,257
+435
| +2% | +$25.1K | 0.98% | 30 |
|
2014
Q1 | $1.33M | Sell |
21,822
-1,240
| -5% | -$75.3K | 1.06% | 30 |
|
2013
Q4 | $1.35M | Buy |
23,062
+460
| +2% | +$26.9K | 1.09% | 28 |
|
2013
Q3 | $1.17M | Buy |
22,602
+50
| +0.2% | +$2.58K | 1.03% | 28 |
|
2013
Q2 | $1.19M | Buy |
+22,552
| New | +$1.19M | 1.08% | 27 |
|