Hillsdale Investment Management’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
Q3 | $8.7M | Sell |
|
|||||
|
2025
Q2 | $8.89M | Buy |
|
|||||
|
2025
Q1 | $1.6M | Buy |
|
|||||
|
2024
Q4 | $1.28M | Sell |
|
|||||
|
2024
Q3 | $1.41M | Buy |
|
|||||
|
2024
Q2 | $922K | Buy |
|
|||||
|
2024
Q1 | $381K | Sell |
|
|||||
|
2023
Q4 | $371K | Buy |
|
|||||
|
2023
Q3 | $258K | Buy |
|
|||||
|
2023
Q2 | $141K | Sell |
|
|||||
|
2023
Q1 | $143K | Buy |
|
|||||
|
2022
Q4 | $134K | Sell |
|
|||||
|
2022
Q3 | $132K | Hold |
|
|||||
|
2022
Q2 | $142K | Sell |
|
|||||
|
2022
Q1 | $195K | Buy |
|
|||||
|
2021
Q4 | $97K | Sell |
|
|||||
|
2021
Q3 | $119K | Sell |
|
|||||
|
2021
Q2 | $229K | Buy |
|
|||||
|
2021
Q1 | $198K | Hold |
|
|||||
|
2020
Q4 | $165K | Hold |
|
|||||
|
2020
Q3 | $125K | Buy |
|
|||||
|
2020
Q2 | $23K | Sell |
|
|||||
|
2020
Q1 | $121K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $357K | Buy |
|