HPIA
Hamilton Point Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35M | Sell |
28,818
-1,132
| -4% | -$328K | 1.38% | 21 |
|
|
2025
Q1 | $7.35M | Buy |
29,950
+62
| +0.2% | +$15.2K | 1.32% | 26 |
|
|
2024
Q4 | $7.16M | Buy |
29,888
+47
| +0.2% | +$11.3K | 1.26% | 29 |
|
|
2024
Q3 | $6.29M | Sell |
29,841
-381
| -1% | -$80.3K | 1.11% | 34 |
|
|
2024
Q2 | $6.11M | Sell |
30,222
-348
| -1% | -$70.4K | 1.16% | 32 |
|
|
2024
Q1 | $6.12M | Sell |
30,570
-719
| -2% | -$144K | 1.17% | 32 |
|
|
2023
Q4 | $5.32M | Buy |
31,289
+336
| +1% | +$57.2K | 1.06% | 39 |
|
|
2023
Q3 | $4.49M | Sell |
30,953
-1,475
| -5% | -$214K | 1.11% | 41 |
|
|
2023
Q2 | $4.72M | Sell |
32,428
-836
| -3% | -$122K | 1.13% | 40 |
|
|
2023
Q1 | $4.33M | Buy |
33,264
+1,058
| +3% | +$138K | 1.05% | 44 |
|
|
2022
Q4 | $4.32M | Buy |
32,206
+233
| +0.7% | +$31.2K | 1.19% | 41 |
|
|
2022
Q3 | $3.34M | Buy |
31,973
+1,012
| +3% | +$106K | 1.02% | 45 |
|
|
2022
Q2 | $3.49M | Buy |
30,961
+245
| +0.8% | +$27.6K | 1.01% | 46 |
|
|
2022
Q1 | $4.19M | Sell |
30,716
-1,849
| -6% | -$252K | 1.08% | 39 |
|
|
2021
Q4 | $5.16M | Buy |
32,565
+1,197
| +4% | +$190K | 1.23% | 36 |
|
|
2021
Q3 | $5.14M | Buy |
31,368
+229
| +0.7% | +$37.5K | 1.36% | 33 |
|
|
2021
Q2 | $4.84M | Buy |
31,139
+75
| +0.2% | +$11.7K | 1.31% | 34 |
|
|
2021
Q1 | $4.73M | Buy |
31,064
+268
| +0.9% | +$40.8K | 1.37% | 34 |
|
|
2020
Q4 | $3.91M | Sell |
30,796
-30
| -0.1% | -$3.81K | 1.23% | 39 |
|
|
2020
Q3 | $2.97M | Buy |
30,826
+374
| +1% | +$36K | 1.05% | 43 |
|
|
2020
Q2 | $2.86M | Buy |
30,452
+949
| +3% | +$89.3K | 1.1% | 44 |
|
|
2020
Q1 | $2.66M | Buy |
29,503
+1,025
| +4% | +$92.3K | 1.24% | 44 |
|
|
2019
Q4 | $3.97M | Sell |
28,478
-220
| -0.8% | -$30.7K | 1.51% | 34 |
|
|
2019
Q3 | $3.38M | Buy |
28,698
+24,184
| +536% | +$2.85M | 1.38% | 37 |
|
|
2019
Q2 | $505K | Sell |
4,514
-730
| -14% | -$81.7K | 0.22% | 59 |
|
|
2019
Q1 | $531K | Buy |
5,244
+666
| +15% | +$67.4K | 0.24% | 60 |
|
|
2018
Q4 | $447K | Buy |
4,578
+336
| +8% | +$32.8K | 0.23% | 61 |
|
|
2018
Q3 | $479K | Hold |
4,242
| – | – | 0.22% | 61 |
|
|
2018
Q2 | $442K | Buy |
4,242
+58
| +1% | +$6.04K | 0.22% | 61 |
|
|
2018
Q1 | $460K | Buy |
4,184
+386
| +10% | +$42.4K | 0.23% | 61 |
|
|
2017
Q4 | $406K | Hold |
3,798
| – | – | 0.21% | 62 |
|
|
2017
Q3 | $363K | Hold |
3,798
| – | – | 0.2% | 66 |
|
|
2017
Q2 | $347K | Hold |
3,798
| – | – | 0.19% | 65 |
|
|
2017
Q1 | $334K | Hold |
3,798
| – | – | 0.19% | 67 |
|
|
2016
Q4 | $328K | Hold |
3,798
| – | – | 0.2% | 66 |
|
|
2016
Q3 | $253K | Buy |
3,798
+158
| +4% | +$10.5K | 0.16% | 70 |
|
|
2016
Q2 | $226K | Hold |
3,640
| – | – | 0.15% | 70 |
|
|
2016
Q1 | $216K | Hold |
3,640
| – | – | 0.14% | 72 |
|
|
2015
Q4 | $240K | Hold |
3,640
| – | – | 0.17% | 69 |
|
|
2015
Q3 | $222K | Buy |
+3,640
| New | +$222K | 0.17% | 70 |
|