Canton Hathaway’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 | $5.5M | Sell |
18,689
-150
| -0.8% | -$45.5K | 1.11% | 18 |
|
|
2025
Q4 | $6.07M | Hold |
18,839
| – | – | 1.17% | 15 |
|
|
2025
Q3 | $5.94M | Hold |
18,839
| – | – | 1.14% | 15 |
|
|
2025
Q2 | $5.46M | Hold |
18,839
| – | – | 1.11% | 12 |
|
|
2025
Q1 | $4.62M | Hold |
18,839
| – | – | 0.93% | 15 |
|
|
2024
Q4 | $4.52M | Sell |
18,839
-50
| -0.3% | -$11.6K | 1.13% | 15 |
|
|
2024
Q3 | $3.98M | Sell |
18,889
-50
| -0.3% | -$10.5K | 0.99% | 14 |
|
|
2024
Q2 | $3.83M | Hold |
18,939
| – | – | 1.05% | 15 |
|
|
2024
Q1 | $3.79M | Sell |
18,939
-700
| -4% | -$126K | 1.02% | 15 |
|
|
2023
Q4 | $3.34M | Hold |
19,639
| – | – | 1.01% | 13 |
|
|
2023
Q3 | $2.85M | Hold |
19,639
| – | – | 0.9% | 18 |
|
|
2023
Q2 | $2.86M | Hold |
19,639
| – | – | 0.89% | 14 |
|
|
2023
Q1 | $2.56M | Sell |
19,639
-685
| -3% | -$93.9K | 0.87% | 16 |
|
|
2022
Q4 | $2.73M | Sell |
20,324
-2,200
| -10% | -$279K | 0.95% | 16 |
|
|
2022
Q3 | $2.35M | Sell |
22,524
-100
| -0.4% | -$11.5K | 0.86% | 18 |
|
|
2022
Q2 | $2.55M | Hold |
22,624
| – | – | 0.89% | 18 |
|
|
2022
Q1 | $3.08M | Sell |
22,624
-430
| -2% | -$63.5K | 0.86% | 16 |
|
|
2021
Q4 | $3.65M | Buy |
23,054
+664
| +3% | +$109K | 0.99% | 17 |
|
|
2021
Q3 | $3.67M | Buy |
22,390
+685
| +3% | +$107K | 1.05% | 15 |
|
|
2021
Q2 | $3.38M | Sell |
21,705
-429
| -2% | -$67.4K | 0.99% | 16 |
|
|
2021
Q1 | $3.37M | Buy |
22,134
+200
| +0.9% | +$28.8K | 1.07% | 14 |
|
|
2020
Q4 | $2.79M | Buy |
21,934
+339
| +2% | +$37.9K | 0.94% | 17 |
|
|
2020
Q3 | $2.08M | Buy |
21,595
+650
| +3% | +$63.8K | 0.85% | 16 |
|
|
2020
Q2 | $1.97M | Hold |
20,945
| – | – | 1.29% | 10 |
|
|
2020
Q1 | $1.89M | Sell |
20,945
-723
| -3% | -$87.8K | 1.34% | 9 |
|
|
2019
Q4 | $3.02M | Hold |
21,668
| – | – | 1.55% | 6 |
|
|
2019
Q3 | $2.55M | Sell |
21,668
-188
| -0.9% | -$21.3K | 1.41% | 6 |
|
|
2019
Q2 | $2.44M | Buy |
21,856
+1,523
| +7% | +$168K | 1.37% | 6 |
|
|
2019
Q1 | $2.06M | Buy |
20,333
+2,110
| +12% | +$217K | 1.2% | 9 |
|
|
2018
Q4 | $1.78M | Buy |
18,223
+3,550
| +24% | +$378K | 1.15% | 7 |
|
|
2018
Q3 | $1.66M | Buy |
+14,673
| New | +$1.67M | 1.04% | 10 |
|
Other funds holding JPM
VCM
VPM
