Hemenway Trust Hemenway Trust’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 | $3.07M | Sell |
10,574
-330
| -3% | -$95.7K | 0.24% | 51 |
|
|
2025
Q1 | $2.67M | Buy |
10,904
+495
| +5% | +$121K | 0.22% | 48 |
|
|
2024
Q4 | $2.5M | Sell |
10,409
-118
| -1% | -$28.3K | 0.2% | 47 |
|
|
2024
Q3 | $2.22M | Sell |
10,527
-316
| -3% | -$66.6K | 0.18% | 47 |
|
|
2024
Q2 | $2.19M | Sell |
10,843
-141
| -1% | -$28.5K | 0.19% | 45 |
|
|
2024
Q1 | $2.2M | Buy |
10,984
+815
| +8% | +$163K | 0.19% | 47 |
|
|
2023
Q4 | $1.73M | Buy |
10,169
+555
| +6% | +$94.4K | 0.17% | 48 |
|
|
2023
Q3 | $1.39M | Hold |
9,614
| – | – | 0.15% | 61 |
|
|
2023
Q2 | $1.4M | Buy |
9,614
+457
| +5% | +$66.5K | 0.14% | 61 |
|
|
2023
Q1 | $1.19M | Sell |
9,157
-324
| -3% | -$42.2K | 0.13% | 62 |
|
|
2022
Q4 | $1.27M | Sell |
9,481
-35
| -0.4% | -$4.69K | 0.14% | 65 |
|
|
2022
Q3 | $994K | Buy |
9,516
+1,000
| +12% | +$104K | 0.12% | 69 |
|
|
2022
Q2 | $959K | Buy |
8,516
+112
| +1% | +$12.6K | 0.11% | 67 |
|
|
2022
Q1 | $1.15M | Hold |
8,404
| – | – | 0.11% | 67 |
|
|
2021
Q4 | $1.33M | Sell |
8,404
-764
| -8% | -$121K | 0.12% | 64 |
|
|
2021
Q3 | $1.5M | Sell |
9,168
-57
| -0.6% | -$9.33K | 0.15% | 60 |
|
|
2021
Q2 | $1.44M | Buy |
9,225
+860
| +10% | +$134K | 0.14% | 64 |
|
|
2021
Q1 | $1.27M | Sell |
8,365
-389
| -4% | -$59.2K | 0.14% | 67 |
|
|
2020
Q4 | $1.11M | Sell |
8,754
-753
| -8% | -$95.7K | 0.13% | 68 |
|
|
2020
Q3 | $915K | Sell |
9,507
-675
| -7% | -$65K | 0.12% | 69 |
|
|
2020
Q2 | $958K | Buy |
10,182
+467
| +5% | +$43.9K | 0.13% | 64 |
|
|
2020
Q1 | $875K | Hold |
9,715
| – | – | 0.15% | 62 |
|
|
2019
Q4 | $1.35M | Buy |
9,715
+5,300
| +120% | +$739K | 0.19% | 59 |
|
|
2019
Q3 | $520K | Buy |
+4,415
| New | +$520K | 0.08% | 82 |
|
|
2018
Q4 | – | Sell |
-1,797
| Closed | -$203K | – | 122 |
|
|
2018
Q3 | $203K | Sell |
1,797
-1,200
| -40% | -$136K | 0.03% | 125 |
|
|
2018
Q2 | $312K | Sell |
2,997
-171
| -5% | -$17.8K | 0.06% | 111 |
|
|
2018
Q1 | $348K | Buy |
3,168
+472
| +18% | +$51.8K | 0.07% | 108 |
|
|
2017
Q4 | $288K | Buy |
+2,696
| New | +$288K | 0.05% | 126 |
|
|
2017
Q1 | – | Sell |
-1,689
| Closed | -$146K | – | 142 |
|
|
2016
Q4 | $146K | Buy |
+1,689
| New | +$146K | 0.04% | 123 |
|
|
2016
Q1 | – | Sell |
-2,048
| Closed | -$135K | – | 146 |
|
|
2015
Q4 | $135K | Buy |
2,048
+42
| +2% | +$2.77K | 0.04% | 169 |
|
|
2015
Q3 | $122K | Hold |
2,006
| – | – | 0.03% | 179 |
|
|
2015
Q2 | $136K | Sell |
2,006
-380
| -16% | -$25.8K | 0.03% | 191 |
|
|
2015
Q1 | $145K | Hold |
2,386
| – | – | 0.04% | 189 |
|
|
2014
Q4 | $149K | Hold |
2,386
| – | – | 0.04% | 157 |
|
|
2014
Q3 | $144K | Hold |
2,386
| – | – | 0.05% | 156 |
|
|
2014
Q2 | $137K | Sell |
2,386
-110
| -4% | -$6.32K | 0.04% | 163 |
|
|
2014
Q1 | $152K | Sell |
2,496
-1,184
| -32% | -$72.1K | 0.05% | 152 |
|
|
2013
Q4 | $215K | Buy |
3,680
+326
| +10% | +$19K | 0.07% | 141 |
|
|
2013
Q3 | $173K | Buy |
3,354
+2,154
| +180% | +$111K | 0.06% | 136 |
|
|
2013
Q2 | $63K | Buy |
+1,200
| New | +$63K | 0.03% | 126 |
|