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