HEIP
Hudson Edge Investment Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.84M | Buy |
30,492
+685
| +2% | +$199K | 1.51% | 7 |
|
|
2025
Q1 | $7.31M | Sell |
29,807
-13,609
| -31% | -$3.34M | 1.49% | 7 |
|
|
2024
Q4 | $10.4M | Buy |
43,416
+595
| +1% | +$143K | 1.92% | 5 |
|
|
2024
Q3 | $9.03M | Sell |
42,821
-7,840
| -15% | -$1.65M | 1.67% | 5 |
|
|
2024
Q2 | $10.2M | Sell |
50,661
-1,625
| -3% | -$329K | 1.98% | 5 |
|
|
2024
Q1 | $10.5M | Buy |
52,286
+840
| +2% | +$168K | 2.04% | 4 |
|
|
2023
Q4 | $8.75M | Sell |
51,446
-1,148
| -2% | -$195K | 2.03% | 4 |
|
|
2023
Q3 | $7.63M | Sell |
52,594
-4,357
| -8% | -$632K | 2.49% | 1 |
|
|
2023
Q2 | $8.28M | Sell |
56,951
-4,316
| -7% | -$628K | 2.63% | 1 |
|
|
2023
Q1 | $7.98M | Buy |
61,267
+8,333
| +16% | +$1.09M | 2.48% | 1 |
|
|
2022
Q4 | $7.1M | Buy |
52,934
+225
| +0.4% | +$30.2K | 2.42% | 1 |
|
|
2022
Q3 | $5.51M | Buy |
52,709
+4,516
| +9% | +$472K | 2.05% | 2 |
|
|
2022
Q2 | $5.43M | Sell |
48,193
-1,360
| -3% | -$153K | 1.98% | 5 |
|
|
2022
Q1 | $6.76M | Buy |
49,553
+3,570
| +8% | +$487K | 2.13% | 3 |
|
|
2021
Q4 | $7.28M | Buy |
45,983
+184
| +0.4% | +$29.1K | 2.26% | 2 |
|
|
2021
Q3 | $7.5M | Buy |
45,799
+259
| +0.6% | +$42.4K | 2.46% | 1 |
|
|
2021
Q2 | $7.08M | Sell |
45,540
-1,165
| -2% | -$181K | 2.26% | 1 |
|
|
2021
Q1 | $7.11M | Sell |
46,705
-7,628
| -14% | -$1.16M | 2.35% | 1 |
|
|
2020
Q4 | $6.9M | Hold |
54,333
| – | – | 2.46% | 1 |
|
|
2020
Q3 | $5.23M | Sell |
54,333
-16,602
| -23% | -$1.6M | 2.1% | 2 |
|
|
2020
Q2 | $6.67M | Buy |
70,935
+8,153
| +13% | +$767K | 2.15% | 4 |
|
|
2020
Q1 | $5.65M | Buy |
62,782
+2,384
| +4% | +$215K | 2.15% | 10 |
|
|
2019
Q4 | $8.42M | Sell |
60,398
-3,660
| -6% | -$510K | 2.21% | 1 |
|
|
2019
Q3 | $7.54M | Sell |
64,058
-460
| -0.7% | -$54.1K | 2.12% | 3 |
|
|
2019
Q2 | $7.21M | Sell |
64,518
-1,142
| -2% | -$128K | 2.1% | 5 |
|
|
2019
Q1 | $6.65M | Sell |
65,660
-2,477
| -4% | -$251K | 2% | 12 |
|
|
2018
Q4 | $6.65M | Buy |
68,137
+56,032
| +463% | +$5.47M | 2.06% | 13 |
|
|
2018
Q3 | $1.37M | Sell |
12,105
-20
| -0.2% | -$2.26K | 0.24% | 54 |
|
|
2018
Q2 | $1.26M | Sell |
12,125
-117
| -1% | -$12.2K | 0.24% | 55 |
|
|
2018
Q1 | $1.35M | Sell |
12,242
-163
| -1% | -$17.9K | 0.2% | 50 |
|
|
2017
Q4 | $1.33M | Sell |
12,405
-390
| -3% | -$41.7K | 0.18% | 55 |
|
|
2017
Q3 | $1.22M | Sell |
12,795
-50
| -0.4% | -$4.78K | 0.17% | 54 |
|
|
2017
Q2 | $1.17M | Hold |
12,845
| – | – | 0.16% | 53 |
|
|
2017
Q1 | $1.13M | Buy |
12,845
+570
| +5% | +$50.1K | 0.15% | 55 |
|
|
2016
Q4 | $1.06M | Sell |
12,275
-142,043
| -92% | -$12.3M | 0.14% | 56 |
|
|
2016
Q3 | $10.3M | Sell |
154,318
-31,199
| -17% | -$2.08M | 1.54% | 43 |
|
|
2016
Q2 | $11.5M | Sell |
185,517
-14,100
| -7% | -$876K | 1.72% | 33 |
|
|
2016
Q1 | $11.8M | Sell |
199,617
-55,283
| -22% | -$3.27M | 1.17% | 42 |
|
|
2015
Q4 | $16.8M | Sell |
254,900
-346,520
| -58% | -$22.9M | 1.63% | 24 |
|
|
2015
Q3 | $36.7M | Sell |
601,420
-81,802
| -12% | -$4.99M | 1.98% | 22 |
|
|
2015
Q2 | $46.3M | Sell |
683,222
-354,365
| -34% | -$24M | 1.95% | 19 |
|
|
2015
Q1 | $62.9M | Sell |
1,037,587
-84,113
| -7% | -$5.1M | 2.59% | 1 |
|
|
2014
Q4 | $70.2M | Sell |
1,121,700
-23,863
| -2% | -$1.49M | 2.55% | 2 |
|
|
2014
Q3 | $69M | Sell |
1,145,563
-59,688
| -5% | -$3.6M | 2.53% | 1 |
|
|
2014
Q2 | $69.4M | Sell |
1,205,251
-6,505
| -0.5% | -$375K | 2.46% | 2 |
|
|
2014
Q1 | $73.6M | Buy |
1,211,756
+72,825
| +6% | +$4.42M | 2.79% | 1 |
|
|
2013
Q4 | $66.6M | Buy |
1,138,931
+58,742
| +5% | +$3.44M | 2.56% | 1 |
|
|
2013
Q3 | $55.8M | Sell |
1,080,189
-124,553
| -10% | -$6.44M | 2.31% | 3 |
|
|
2013
Q2 | $63.6M | Buy |
+1,204,742
| New | +$63.6M | 2.51% | 2 |
|