HM Payson & 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
Q3 | $143M | Buy |
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|
2025
Q2 | $129M | Buy |
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|
2025
Q1 | $93.7M | Buy |
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|
2024
Q4 | $79.4M | Buy |
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|
2024
Q3 | $69.5M | Buy |
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|
2024
Q2 | $66M | Buy |
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|
2024
Q1 | $49.3M | Sell |
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|
2023
Q4 | $42.8M | Sell |
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|
2023
Q3 | $36.5M | Sell |
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|
2023
Q2 | $37M | Sell |
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|
2023
Q1 | $37M | Sell |
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|
2022
Q4 | $38.4M | Sell |
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|
2022
Q3 | $34.7M | Sell |
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|
2022
Q2 | $60M | Buy |
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|
2022
Q1 | $72.2M | Sell |
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|
2021
Q4 | $85M | Sell |
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|
2021
Q3 | $88.7M | Buy |
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|
2021
Q2 | $83.2M | Buy |
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|
2021
Q1 | $81.3M | Sell |
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|
2020
Q4 | $71.5M | Sell |
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|
2020
Q3 | $54.7M | Sell |
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|
2020
Q2 | $54.1M | Buy |
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|
2020
Q1 | $51M | Buy |
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|
2019
Q4 | $77.5M | Sell |
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|
2019
Q3 | $67.5M | Buy |
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|
2019
Q2 | $61.5M | Buy |
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|
2019
Q1 | $55.3M | Buy |
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|
2018
Q4 | $850K | Sell |
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|
2018
Q3 | $47M | Sell |
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|
2018
Q2 | $50.3M | Buy |
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|
2018
Q1 | $52.6M | Sell |
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|
2017
Q4 | $51.4M | Sell |
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|
2017
Q3 | $47.2M | Sell |
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|
2017
Q2 | $45.6M | Buy |
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|
2017
Q1 | $43.1M | Sell |
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|
2016
Q4 | $44.5M | Buy |
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|
2016
Q3 | $33.7M | Sell |
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|
2016
Q2 | $33.1M | Sell |
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|
2016
Q1 | $32.9M | Buy |
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|
2015
Q4 | $35.3M | Sell |
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|
2015
Q3 | $33.2M | Sell |
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|
2015
Q2 | $37.1M | Buy |
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|
2015
Q1 | $33M | Buy |
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|
2014
Q4 | $32.3M | Buy |
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|
2014
Q3 | $30.6M | Buy |
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|
2014
Q2 | $27.5M | Buy |
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|
2014
Q1 | $20.5M | Buy |
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|
2013
Q4 | $19.6M | Sell |
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|
2013
Q3 | $17.8M | Sell |
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|
2013
Q2 | $18.5M | Buy |
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