Hendershot Investments’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 | $2.3M | Sell |
7,945
-558
| -7% | -$162K | 0.31% | 44 |
|
|
2025
Q1 | $2.09M | Buy |
8,503
+273
| +3% | +$67K | 0.28% | 48 |
|
|
2024
Q4 | $1.97M | Hold |
8,230
| – | – | 0.27% | 46 |
|
|
2024
Q3 | $1.74M | Buy |
8,230
+362
| +5% | +$76.3K | 0.24% | 51 |
|
|
2024
Q2 | $1.59M | Sell |
7,868
-465
| -6% | -$94.1K | 0.23% | 54 |
|
|
2024
Q1 | $1.67M | Hold |
8,333
| – | – | 0.24% | 53 |
|
|
2023
Q4 | $1.42M | Sell |
8,333
-30
| -0.4% | -$5.1K | 0.22% | 54 |
|
|
2023
Q3 | $1.21M | Hold |
8,363
| – | – | 0.2% | 55 |
|
|
2023
Q2 | $1.22M | Hold |
8,363
| – | – | 0.2% | 56 |
|
|
2023
Q1 | $1.09M | Sell |
8,363
-562
| -6% | -$73.2K | 0.18% | 62 |
|
|
2022
Q4 | $1.2M | Buy |
8,925
+52
| +0.6% | +$6.97K | 0.2% | 65 |
|
|
2022
Q3 | $927K | Hold |
8,873
| – | – | 0.17% | 73 |
|
|
2022
Q2 | $999K | Hold |
8,873
| – | – | 0.18% | 73 |
|
|
2022
Q1 | $1.21M | Hold |
8,873
| – | – | 0.18% | 69 |
|
|
2021
Q4 | $1.41M | Buy |
8,873
+5,965
| +205% | +$945K | 0.21% | 69 |
|
|
2021
Q3 | $476K | Buy |
+2,908
| New | +$476K | 0.09% | 66 |
|