Hendershot Investments’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
Q2 | $2.3M | Sell |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $1.97M | Hold |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.67M | Hold |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.21M | Hold |
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|
2023
Q2 | $1.22M | Hold |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $927K | Hold |
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|
2022
Q2 | $999K | Hold |
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|
2022
Q1 | $1.21M | Hold |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $476K | Buy |
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