Hamilton Point Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.1M | Buy |
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|
2025
Q2 | $8.35M | Sell |
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|
2025
Q1 | $7.35M | Buy |
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|
2024
Q4 | $7.16M | Buy |
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|
2024
Q3 | $6.29M | Sell |
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|
2024
Q2 | $6.11M | Sell |
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|
2024
Q1 | $6.12M | Sell |
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|
2023
Q4 | $5.32M | Buy |
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|
2023
Q3 | $4.49M | Sell |
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|
2023
Q2 | $4.72M | Sell |
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|
2023
Q1 | $4.33M | Buy |
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|
2022
Q4 | $4.32M | Buy |
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|
2022
Q3 | $3.34M | Buy |
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|
2022
Q2 | $3.49M | Buy |
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|
2022
Q1 | $4.19M | Sell |
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|
2021
Q4 | $5.16M | Buy |
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|
2021
Q3 | $5.13M | Buy |
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|
2021
Q2 | $4.84M | Buy |
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|
2021
Q1 | $4.73M | Buy |
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|
2020
Q4 | $3.91M | Sell |
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|
2020
Q3 | $2.97M | Buy |
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|
2020
Q2 | $2.86M | Buy |
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|
2020
Q1 | $2.66M | Buy |
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|
2019
Q4 | $3.97M | Sell |
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|
2019
Q3 | $3.38M | Buy |
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|
2019
Q2 | $505K | Sell |
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|
2019
Q1 | $531K | Buy |
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|
2018
Q4 | $447K | Buy |
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|
2018
Q3 | $479K | Hold |
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|
2018
Q2 | $442K | Buy |
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|
2018
Q1 | $460K | Buy |
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|
2017
Q4 | $406K | Hold |
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|
2017
Q3 | $363K | Hold |
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|
2017
Q2 | $347K | Hold |
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|
2017
Q1 | $334K | Hold |
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|
2016
Q4 | $328K | Hold |
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|
2016
Q3 | $253K | Buy |
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|
2016
Q2 | $226K | Hold |
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|
2016
Q1 | $216K | Hold |
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|
2015
Q4 | $240K | Hold |
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|
2015
Q3 | $222K | Buy |
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