Hillsdale Investment Management’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 | $8.89M | Buy |
30,652
+24,110
| +369% | +$6.99M | 0.33% | 44 |
|
|
2025
Q1 | $1.6M | Buy |
6,542
+1,220
| +23% | +$299K | 0.08% | 219 |
|
|
2024
Q4 | $1.28M | Sell |
5,322
-1,380
| -21% | -$331K | 0.06% | 226 |
|
|
2024
Q3 | $1.41M | Buy |
6,702
+2,142
| +47% | +$452K | 0.11% | 212 |
|
|
2024
Q2 | $922K | Buy |
4,560
+2,660
| +140% | +$538K | 0.07% | 221 |
|
|
2024
Q1 | $381K | Sell |
1,900
-280
| -13% | -$56.1K | 0.03% | 345 |
|
|
2023
Q4 | $371K | Buy |
2,180
+400
| +22% | +$68K | 0.03% | 337 |
|
|
2023
Q3 | $258K | Buy |
1,780
+810
| +84% | +$117K | 0.02% | 337 |
|
|
2023
Q2 | $141K | Sell |
970
-130
| -12% | -$18.9K | 0.01% | 348 |
|
|
2023
Q1 | $143K | Buy |
1,100
+100
| +10% | +$13K | 0.01% | 429 |
|
|
2022
Q4 | $134K | Sell |
1,000
-260
| -21% | -$34.9K | 0.01% | 423 |
|
|
2022
Q3 | $132K | Hold |
1,260
| – | – | 0.01% | 405 |
|
|
2022
Q2 | $142K | Sell |
1,260
-168
| -12% | -$18.9K | 0.01% | 410 |
|
|
2022
Q1 | $195K | Buy |
1,428
+813
| +132% | +$111K | 0.01% | 401 |
|
|
2021
Q4 | $97K | Sell |
615
-115
| -16% | -$18.1K | 0.01% | 438 |
|
|
2021
Q3 | $119K | Sell |
730
-740
| -50% | -$121K | 0.01% | 428 |
|
|
2021
Q2 | $229K | Buy |
1,470
+170
| +13% | +$26.5K | 0.02% | 405 |
|
|
2021
Q1 | $198K | Hold |
1,300
| – | – | 0.02% | 401 |
|
|
2020
Q4 | $165K | Hold |
1,300
| – | – | 0.02% | 396 |
|
|
2020
Q3 | $125K | Buy |
1,300
+1,060
| +442% | +$102K | 0.01% | 404 |
|
|
2020
Q2 | $23K | Sell |
240
-1,100
| -82% | -$105K | ﹤0.01% | 459 |
|
|
2020
Q1 | $121K | Buy |
+1,340
| New | +$121K | 0.01% | 415 |
|
|
2019
Q1 | – | Sell |
-3,660
| Closed | -$357K | – | 642 |
|
|
2018
Q4 | $357K | Buy |
+3,660
| New | +$357K | 0.04% | 352 |
|