HDIM
Hanson & Doremus Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Sell |
17,174
-4,292
| -20% | -$1.24M | 0.67% | 27 |
|
|
2025
Q1 | $5.27M | Buy |
21,466
+3,560
| +20% | +$873K | 0.77% | 21 |
|
|
2024
Q4 | $4.29M | Buy |
17,906
+1,153
| +7% | +$276K | 0.67% | 26 |
|
|
2024
Q3 | $3.53M | Sell |
16,753
-1,159
| -6% | -$244K | 0.56% | 34 |
|
|
2024
Q2 | $3.62M | Buy |
17,912
+85
| +0.5% | +$17.2K | 0.61% | 30 |
|
|
2024
Q1 | $3.57M | Sell |
17,827
-385
| -2% | -$77.1K | 0.62% | 31 |
|
|
2023
Q4 | $3.1M | Sell |
18,212
-135
| -0.7% | -$23K | 0.58% | 35 |
|
|
2023
Q3 | $2.66M | Sell |
18,347
-6
| -0% | -$870 | 0.55% | 39 |
|
|
2023
Q2 | $2.67M | Buy |
18,353
+2,007
| +12% | +$292K | 0.56% | 37 |
|
|
2023
Q1 | $2.13M | Sell |
16,346
-5,511
| -25% | -$718K | 0.47% | 45 |
|
|
2022
Q4 | $2.93M | Buy |
21,857
+3,501
| +19% | +$469K | 0.63% | 29 |
|
|
2022
Q3 | $1.92M | Sell |
18,356
-887
| -5% | -$92.7K | 0.5% | 45 |
|
|
2022
Q2 | $2.17M | Sell |
19,243
-497
| -3% | -$56K | 0.53% | 38 |
|
|
2022
Q1 | $2.69M | Buy |
19,740
+771
| +4% | +$105K | 0.58% | 30 |
|
|
2021
Q4 | $3M | Sell |
18,969
-38
| -0.2% | -$6.02K | 0.64% | 30 |
|
|
2021
Q3 | $3.11M | Sell |
19,007
-276
| -1% | -$45.2K | 0.72% | 25 |
|
|
2021
Q2 | $1.86M | Sell |
19,283
-4,254
| -18% | -$409K | 0.55% | 37 |
|
|
2021
Q1 | $3.58M | Sell |
23,537
-297
| -1% | -$45.2K | 0.83% | 23 |
|
|
2020
Q4 | $3.03M | Buy |
23,834
+4,551
| +24% | +$578K | 0.75% | 22 |
|
|
2020
Q3 | $1.86M | Buy |
19,283
+98
| +0.5% | +$9.43K | 0.55% | 37 |
|
|
2020
Q2 | $1.81M | Sell |
19,185
-4,569
| -19% | -$430K | 0.57% | 33 |
|
|
2020
Q1 | $2.14M | Buy |
23,754
+4,659
| +24% | +$420K | 0.73% | 30 |
|
|
2019
Q4 | $2.66M | Buy |
19,095
+726
| +4% | +$101K | 0.76% | 26 |
|
|
2019
Q3 | $2.16M | Sell |
18,369
-235
| -1% | -$27.7K | 0.67% | 33 |
|
|
2019
Q2 | $2.08M | Buy |
18,604
+620
| +3% | +$69.3K | 0.66% | 33 |
|
|
2019
Q1 | $1.82M | Buy |
17,984
+161
| +0.9% | +$16.3K | 0.6% | 39 |
|
|
2018
Q4 | $1.74M | Sell |
17,823
-1,298
| -7% | -$127K | 0.63% | 34 |
|
|
2018
Q3 | $2.16M | Sell |
19,121
-92
| -0.5% | -$10.4K | 0.68% | 33 |
|
|
2018
Q2 | $2M | Sell |
19,213
-5,314
| -22% | -$552K | 0.66% | 35 |
|
|
2018
Q1 | $2.7M | Buy |
24,527
+4,823
| +24% | +$530K | 0.84% | 24 |
|
|
2017
Q4 | $2.11M | Sell |
19,704
-205
| -1% | -$21.9K | 0.7% | 32 |
|
|
2017
Q3 | $1.9M | Sell |
19,909
-105
| -0.5% | -$10K | 0.66% | 35 |
|
|
2017
Q2 | $1.83M | Sell |
20,014
-90
| -0.4% | -$8.23K | 0.68% | 36 |
|
|
2017
Q1 | $1.77M | Sell |
20,104
-428
| -2% | -$37.6K | 0.71% | 35 |
|
|
2016
Q4 | $1.77M | Sell |
20,532
-1,063
| -5% | -$91.7K | 0.77% | 33 |
|
|
2016
Q3 | $1.44M | Buy |
21,595
+222
| +1% | +$14.8K | 0.67% | 45 |
|
|
2016
Q2 | $1.33M | Buy |
21,373
+80
| +0.4% | +$4.97K | 0.6% | 47 |
|
|
2016
Q1 | $1.26M | Sell |
21,293
-340
| -2% | -$20.1K | 0.57% | 47 |
|
|
2015
Q4 | $1.43M | Buy |
21,633
+355
| +2% | +$23.4K | 0.65% | 43 |
|
|
2015
Q3 | $1.3M | Sell |
21,278
-372
| -2% | -$22.7K | 0.62% | 45 |
|
|
2015
Q2 | $1.47M | Sell |
21,650
-991
| -4% | -$67.2K | 0.63% | 47 |
|
|
2015
Q1 | $1.37M | Sell |
22,641
-400
| -2% | -$24.2K | 0.58% | 50 |
|
|
2014
Q4 | $1.44M | Sell |
23,041
-896
| -4% | -$56.1K | 0.62% | 47 |
|
|
2014
Q3 | $1.41M | Sell |
23,937
-4
| -0% | -$236 | 0.64% | 47 |
|
|
2014
Q2 | $1.35M | Buy |
23,941
+819
| +4% | +$46.2K | 0.62% | 50 |
|
|
2014
Q1 | $1.37M | Sell |
23,122
-50
| -0.2% | -$2.97K | 0.65% | 49 |
|
|
2013
Q4 | $1.33M | Sell |
23,172
-18
| -0.1% | -$1.03K | 0.64% | 49 |
|
|
2013
Q3 | $1.18M | Buy |
23,190
+396
| +2% | +$20.1K | 0.6% | 54 |
|
|
2013
Q2 | $1.18M | Buy |
+22,794
| New | +$1.18M | 0.64% | 49 |
|