HVP
Hudson Value Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
17,557
+2,210
| +14% | +$641K | 1.76% | 21 |
|
|
2025
Q1 | $3.76M | Sell |
15,347
-218
| -1% | -$53.5K | 1.41% | 26 |
|
|
2024
Q4 | $3.73M | Buy |
15,565
+577
| +4% | +$138K | 1.39% | 28 |
|
|
2024
Q3 | $3.16M | Buy |
14,988
+32
| +0.2% | +$6.75K | 1.23% | 29 |
|
|
2024
Q2 | $3.03M | Sell |
14,956
-1,513
| -9% | -$306K | 1.28% | 29 |
|
|
2024
Q1 | $3.3M | Buy |
16,469
+1,860
| +13% | +$373K | 1.4% | 28 |
|
|
2023
Q4 | $2.48M | Buy |
14,609
+76
| +0.5% | +$12.9K | 1.16% | 33 |
|
|
2023
Q3 | $2.11M | Buy |
14,533
+345
| +2% | +$50K | 1.11% | 33 |
|
|
2023
Q2 | $2.06M | Sell |
14,188
-10,275
| -42% | -$1.49M | 1.05% | 33 |
|
|
2023
Q1 | $3.19M | Buy |
24,463
+530
| +2% | +$69.1K | 1.81% | 18 |
|
|
2022
Q4 | $3.21M | Sell |
23,933
-65
| -0.3% | -$8.72K | 1.97% | 16 |
|
|
2022
Q3 | $2.51M | Sell |
23,998
-1,337
| -5% | -$140K | 1.69% | 21 |
|
|
2022
Q2 | $2.85M | Buy |
25,335
+747
| +3% | +$84.1K | 1.81% | 20 |
|
|
2022
Q1 | $3.35M | Buy |
24,588
+1,050
| +4% | +$143K | 1.72% | 18 |
|
|
2021
Q4 | $3.73M | Sell |
23,538
-705
| -3% | -$112K | 1.81% | 16 |
|
|
2021
Q3 | $3.97M | Sell |
24,243
-925
| -4% | -$151K | 2.18% | 10 |
|
|
2021
Q2 | $3.92M | Buy |
25,168
+45
| +0.2% | +$7K | 2.16% | 10 |
|
|
2021
Q1 | $3.82M | Sell |
25,123
-770
| -3% | -$117K | 2.31% | 10 |
|
|
2020
Q4 | $3.25M | Buy |
+25,893
| New | +$3.25M | 2.18% | 11 |
|