Hendley & Co’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 | – | Sell |
-1,500
| Closed | -$368K | – | 52 |
|
|
2025
Q1 | $368K | Buy |
+1,500
| New | +$382K | 0.13% | 47 |
|
|
2022
Q1 | – | Sell |
-14,671
| Closed | -$2.32M | – | 69 |
|
|
2021
Q4 | $2.32M | Buy |
14,671
+100
| +0.7% | +$16.4K | 0.76% | 38 |
|
|
2021
Q3 | $2.38M | Sell |
14,571
-31,044
| -68% | -$4.87M | 0.83% | 38 |
|
|
2021
Q2 | $7.09M | Sell |
45,615
-270
| -0.6% | -$42.4K | 2.37% | 16 |
|
|
2021
Q1 | $6.99M | Sell |
45,885
-850
| -2% | -$122K | 2.43% | 15 |
|
|
2020
Q4 | $5.94M | Buy |
46,735
+215
| +0.5% | +$24K | 2.29% | 15 |
|
|
2020
Q3 | $4.48M | Sell |
46,520
-1,059
| -2% | -$104K | 1.86% | 20 |
|
|
2020
Q2 | $4.47M | Sell |
47,579
-23,953
| -33% | -$2.27M | 2.11% | 18 |
|
|
2020
Q1 | $6.44M | Sell |
71,532
-475
| -0.7% | -$57.7K | 3.62% | 9 |
|
|
2019
Q4 | $10M | Buy |
72,007
+885
| +1% | +$114K | 4.42% | 4 |
|
|
2019
Q3 | $8.37M | Buy |
71,122
+153
| +0.2% | +$17.3K | 4.04% | 6 |
|
|
2019
Q2 | $7.93M | Buy |
70,969
+922
| +1% | +$102K | 3.72% | 6 |
|
|
2019
Q1 | $7.09M | Buy |
70,047
+716
| +1% | +$73.8K | 3.63% | 7 |
|
|
2018
Q4 | $6.77M | Sell |
69,331
-284
| -0.4% | -$30.3K | 3.95% | 7 |
|
|
2018
Q3 | $7.86M | Buy |
69,615
+297
| +0.4% | +$33.7K | 3.86% | 8 |
|
|
2018
Q2 | $7.22M | Buy |
69,318
+75
| +0.1% | +$8.23K | 3.87% | 8 |
|
|
2018
Q1 | $7.62M | Sell |
69,243
-456
| -0.7% | -$51.6K | 4.03% | 8 |
|
|
2017
Q4 | $7.45M | Sell |
69,699
-381
| -0.5% | -$38.6K | 3.82% | 8 |
|
|
2017
Q3 | $6.69M | Sell |
70,080
-551
| -0.8% | -$50.8K | 3.66% | 8 |
|
|
2017
Q2 | $6.46M | Buy |
70,631
+27,423
| +63% | +$2.37M | 3.59% | 8 |
|
|
2017
Q1 | $3.79M | Buy |
43,208
+5,443
| +14% | +$480K | 2.27% | 19 |
|
|
2016
Q4 | $3.26M | Sell |
37,765
-35
| -0.1% | -$2.67K | 2.05% | 19 |
|
|
2016
Q3 | $2.52M | Buy |
37,800
+835
| +2% | +$54.4K | 1.59% | 27 |
|
|
2016
Q2 | $2.3M | Buy |
36,965
+346
| +0.9% | +$21.6K | 1.41% | 30 |
|
|
2016
Q1 | $2.17M | Buy |
36,619
+430
| +1% | +$25.1K | 1.35% | 31 |
|
|
2015
Q4 | $2.39M | Buy |
36,189
+16,669
| +85% | +$1.09M | 1.55% | 27 |
|
|
2015
Q3 | $1.19M | Buy |
19,520
+295
| +2% | +$19.3K | 0.81% | 44 |
|
|
2015
Q2 | $1.3M | Sell |
19,225
-175
| -0.9% | -$11.4K | 0.81% | 45 |
|
|
2015
Q1 | $1.18M | Buy |
19,400
+100
| +0.5% | +$5.92K | 0.71% | 50 |
|
|
2014
Q4 | $1.21M | Hold |
19,300
| – | – | 0.78% | 49 |
|
|
2014
Q3 | $1.16M | Buy |
19,300
+1,205
| +7% | +$70.4K | 0.75% | 52 |
|
|
2014
Q2 | $1.04M | Buy |
+18,095
| New | +$1.02M | 0.67% | 52 |
|
Other funds holding JPM
Hendley & Co's JPM Position: Q2 2025 in Review
Hendley & Co sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 1,500 shares — an estimated $368K sold.
Hendley & Co first reported a position in JPM in Q2 2014 and held it in 32 quarters. The position peaked at $10M in Q4 2019. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.
- Hendley & Co reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
- Hendley & Co sold 1,500 JPMorgan Chase shares in Q2 2025, an estimated $368K.
- Hendley & Co first reported a position in JPMorgan Chase in Q2 2014 and held it in 32 quarters.
- Hendley & Co's JPMorgan Chase position peaked at $10M in Q4 2019.
- 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.
Based on Hendley & Co's 13F filing for Q2 2025, filed 23 Jul 2025.