Hudson Valley Investment Advisors’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 | $18.4M | Sell |
63,513
-6,057
| -9% | -$1.76M | 2.02% | 12 |
|
|
2025
Q1 | $17.1M | Sell |
69,570
-2,938
| -4% | -$721K | 2.04% | 12 |
|
|
2024
Q4 | $17.4M | Sell |
72,508
-5,244
| -7% | -$1.26M | 1.97% | 12 |
|
|
2024
Q3 | $16.4M | Sell |
77,752
-11,767
| -13% | -$2.48M | 1.81% | 12 |
|
|
2024
Q2 | $15.4M | Buy |
89,519
+1,172
| +1% | +$202K | 2% | 10 |
|
|
2024
Q1 | $17.7M | Buy |
88,347
+5,258
| +6% | +$1.05M | 2.12% | 10 |
|
|
2023
Q4 | $14.3M | Sell |
83,089
-3,700
| -4% | -$636K | 1.96% | 13 |
|
|
2023
Q3 | $12.6M | Buy |
86,789
+301
| +0.3% | +$43.7K | 1.77% | 15 |
|
|
2023
Q2 | $12.6M | Buy |
86,488
+2,150
| +3% | +$313K | 1.7% | 15 |
|
|
2023
Q1 | $11M | Buy |
84,338
+1,955
| +2% | +$255K | 1.54% | 17 |
|
|
2022
Q4 | $11M | Sell |
82,383
-1,016
| -1% | -$136K | 1.67% | 14 |
|
|
2022
Q3 | $8.72M | Buy |
83,399
+7,478
| +10% | +$781K | 1.4% | 18 |
|
|
2022
Q2 | $8.55M | Sell |
75,921
-3,106
| -4% | -$350K | 1.33% | 18 |
|
|
2022
Q1 | $10.8M | Sell |
79,027
-2,998
| -4% | -$409K | 1.45% | 20 |
|
|
2021
Q4 | $13M | Sell |
82,025
-471
| -0.6% | -$74.6K | 2.03% | 13 |
|
|
2021
Q3 | $13.5M | Sell |
82,496
-669
| -0.8% | -$110K | 2.32% | 12 |
|
|
2021
Q2 | $12.9M | Sell |
83,165
-3,721
| -4% | -$579K | 2.25% | 13 |
|
|
2021
Q1 | $13.2M | Sell |
86,886
-2,318
| -3% | -$353K | 2.36% | 11 |
|
|
2020
Q4 | $11.3M | Buy |
89,204
+450
| +0.5% | +$57.2K | 2.16% | 10 |
|
|
2020
Q3 | $8.54M | Sell |
88,754
-1,089
| -1% | -$105K | 1.84% | 13 |
|
|
2020
Q2 | $8.45M | Buy |
89,843
+3,046
| +4% | +$287K | 1.97% | 12 |
|
|
2020
Q1 | $7.81M | Sell |
86,797
-1,861
| -2% | -$168K | 2.16% | 10 |
|
|
2019
Q4 | $12.4M | Buy |
88,658
+749
| +0.9% | +$104K | 2.64% | 7 |
|
|
2019
Q3 | $10.3M | Buy |
87,909
+289
| +0.3% | +$34K | 2.4% | 7 |
|
|
2019
Q2 | $9.8M | Sell |
87,620
-1,698
| -2% | -$190K | 2.27% | 7 |
|
|
2019
Q1 | $9.04M | Sell |
89,318
-19,364
| -18% | -$1.96M | 2.19% | 7 |
|
|
2018
Q4 | $10.6M | Buy |
108,682
+15,117
| +16% | +$1.48M | 2.45% | 7 |
|
|
2018
Q3 | $10.6M | Sell |
93,565
-701
| -0.7% | -$79.1K | 2.45% | 7 |
|
|
2018
Q2 | $9.82M | Sell |
94,266
-2,608
| -3% | -$272K | 2.41% | 6 |
|
|
2018
Q1 | $10.7M | Buy |
96,874
+123
| +0.1% | +$13.5K | 2.68% | 6 |
|
|
2017
Q4 | $10.3M | Buy |
96,751
+437
| +0.5% | +$46.7K | 2.56% | 7 |
|
|
2017
Q3 | $9.2M | Buy |
96,314
+519
| +0.5% | +$49.6K | 2.38% | 8 |
|
|
2017
Q2 | $8.76M | Buy |
95,795
+1,937
| +2% | +$177K | 2.41% | 8 |
|
|
2017
Q1 | $8.24M | Buy |
93,858
+1,147
| +1% | +$101K | 2.3% | 8 |
|
|
2016
Q4 | $8M | Buy |
92,711
+3,849
| +4% | +$332K | 2.36% | 9 |
|
|
2016
Q3 | $5.92M | Buy |
88,862
+2,387
| +3% | +$159K | 1.84% | 13 |
|
|
2016
Q2 | $5.37M | Buy |
86,475
+1,514
| +2% | +$94.1K | 1.72% | 16 |
|
|
2016
Q1 | $5.03M | Buy |
84,961
+1,220
| +1% | +$72.2K | 1.63% | 15 |
|
|
2015
Q4 | $5.53M | Sell |
83,741
-333
| -0.4% | -$22K | 1.72% | 14 |
|
|
2015
Q3 | $5.13M | Buy |
84,074
+398
| +0.5% | +$24.3K | 1.66% | 15 |
|
|
2015
Q2 | $5.67M | Buy |
83,676
+302
| +0.4% | +$20.5K | 1.77% | 12 |
|
|
2015
Q1 | $5.05M | Buy |
83,374
+3,378
| +4% | +$205K | 1.71% | 17 |
|
|
2014
Q4 | $5.01M | Buy |
79,996
+1,927
| +2% | +$121K | 2.05% | 14 |
|
|
2014
Q3 | $4.7M | Buy |
78,069
+2,046
| +3% | +$123K | 2% | 16 |
|
|
2014
Q2 | $4.38M | Sell |
76,023
-4,225
| -5% | -$243K | 1.91% | 18 |
|
|
2014
Q1 | $4.87M | Buy |
80,248
+2,224
| +3% | +$135K | 2.08% | 15 |
|
|
2013
Q4 | $4.56M | Buy |
78,024
+1,636
| +2% | +$95.7K | 2.01% | 18 |
|
|
2013
Q3 | $3.95M | Buy |
76,388
+6,409
| +9% | +$331K | 1.92% | 20 |
|
|
2013
Q2 | $3.69M | Buy |
+69,979
| New | +$3.69M | 1.77% | 21 |
|