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Hudson Valley Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Hudson Valley Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.1M Sell
43,067
-2,294
-5% -$712K 1.71% 14
2026
Q1 		$13.3M Sell
45,361
-7,799
-15% -$2.37M 1.73% 14
2025
Q4 		$17.1M Sell
53,160
-8,337
-14% -$2.58M 1.9% 13
2025
Q3 		$19.4M Sell
61,497
-2,016
-3% -$600K 2.02% 13
2025
Q2 		$18.4M Sell
63,513
-6,057
-9% -$1.55M 2.02% 12
2025
Q1 		$17.1M Sell
69,570
-2,938
-4% -$749K 2.04% 12
2024
Q4 		$17.4M Sell
72,508
-5,244
-7% -$1.22M 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% +$229K 2% 10
2024
Q1 		$17.7M Buy
88,347
+5,258
+6% +$949K 2.12% 10
2023
Q4 		$14.3M Sell
83,089
-3,700
-4% -$561K 1.96% 13
2023
Q3 		$12.6M Buy
86,789
+301
+0.3% +$45.1K 1.77% 15
2023
Q2 		$12.6M Buy
86,488
+2,150
+3% +$296K 1.7% 15
2023
Q1 		$11M Buy
84,338
+1,955
+2% +$268K 1.54% 17
2022
Q4 		$11M Sell
82,383
-1,016
-1% -$129K 1.67% 14
2022
Q3 		$8.71M Buy
83,399
+7,478
+10% +$858K 1.4% 18
2022
Q2 		$8.55M Sell
75,921
-3,106
-4% -$385K 1.33% 18
2022
Q1 		$10.8M Sell
79,027
-2,998
-4% -$443K 1.45% 20
2021
Q4 		$13M Sell
82,025
-471
-0.6% -$77.3K 2.03% 13
2021
Q3 		$13.5M Sell
82,496
-669
-0.8% -$105K 2.32% 12
2021
Q2 		$12.9M Sell
83,165
-3,721
-4% -$584K 2.25% 13
2021
Q1 		$13.2M Sell
86,886
-2,318
-3% -$333K 2.36% 11
2020
Q4 		$11.3M Buy
89,204
+450
+0.5% +$50.3K 2.16% 10
2020
Q3 		$8.54M Sell
88,754
-1,089
-1% -$107K 1.84% 13
2020
Q2 		$8.45M Buy
89,843
+3,046
+4% +$289K 1.97% 12
2020
Q1 		$7.81M Sell
86,797
-1,861
-2% -$226K 2.16% 10
2019
Q4 		$12.4M Buy
88,658
+749
+0.9% +$96.1K 2.64% 7
2019
Q3 		$10.3M Buy
87,909
+289
+0.3% +$32.7K 2.4% 7
2019
Q2 		$9.8M Sell
87,620
-1,698
-2% -$187K 2.27% 7
2019
Q1 		$9.04M Sell
89,318
-19,364
-18% -$1.99M 2.19% 7
2018
Q4 		$10.6M Buy
108,682
+15,117
+16% +$1.61M 2.45% 7
2018
Q3 		$10.6M Sell
93,565
-701
-0.7% -$79.6K 2.45% 7
2018
Q2 		$9.82M Sell
94,266
-2,608
-3% -$286K 2.41% 6
2018
Q1 		$10.7M Buy
96,874
+123
+0.1% +$13.9K 2.68% 6
2017
Q4 		$10.3M Buy
96,751
+437
+0.5% +$44.2K 2.56% 7
2017
Q3 		$9.2M Buy
96,314
+519
+0.5% +$47.9K 2.38% 8
2017
Q2 		$8.76M Buy
95,795
+1,937
+2% +$167K 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% +$294K 2.36% 9
2016
Q3 		$5.92M Buy
88,862
+2,387
+3% +$156K 1.84% 13
2016
Q2 		$5.37M Buy
86,475
+1,514
+2% +$94.6K 1.72% 16
2016
Q1 		$5.03M Buy
84,961
+1,220
+1% +$71.2K 1.63% 15
2015
Q4 		$5.53M Sell
83,741
-333
-0.4% -$21.7K 1.72% 14
2015
Q3 		$5.13M Buy
84,074
+398
+0.5% +$26.1K 1.66% 15
2015
Q2 		$5.67M Buy
83,676
+302
+0.4% +$19.7K 1.77% 12
2015
Q1 		$5.05M Buy
83,374
+3,378
+4% +$200K 1.71% 17
2014
Q4 		$5.01M Buy
79,996
+1,927
+2% +$116K 2.05% 14
2014
Q3 		$4.7M Buy
78,069
+2,046
+3% +$120K 2% 16
2014
Q2 		$4.38M Sell
76,023
-4,225
-5% -$238K 1.91% 18
2014
Q1 		$4.87M Buy
80,248
+2,224
+3% +$129K 2.08% 15
2013
Q4 		$4.56M Buy
78,024
+1,636
+2% +$89.6K 2.01% 18
2013
Q3 		$3.95M Buy
76,388
+6,409
+9% +$344K 1.92% 20
2013
Q2 		$3.69M Buy
+69,979
New +$3.56M 1.77% 21

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Hudson Valley Investment Advisors's JPM Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its JPMorgan Chase (JPM) stake by 5.1% in Q2 2026, selling an estimated $712K and leaving 43,067 shares worth $14.1M. The position accounts for 1.71% of the portfolio, ranked #14.

Hudson Valley Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.4M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hudson Valley Investment Advisors held 43,067 shares of JPMorgan Chase worth $14.1M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 2,294 JPMorgan Chase shares in Q2 2026, an estimated $712K.
  • JPMorgan Chase made up 1.71% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Hudson Valley Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Hudson Valley Investment Advisors's JPMorgan Chase position peaked at $19.4M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.