Hudson Valley Investment Advisors Inc Jpmorgan Chase & CO Transaction History

Hudson Valley Investment Advisors Inc

$903 Million
Q3 2024

A detailed history of Hudson Valley Investment Advisors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hudson Valley Investment Advisors Inc holds 77,752 shares of JPM stock, worth $18.5 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

77,752

Previous 89,519 13.14%

Holding current value

$18.5 Million

Previous $18.1 Million 9.49%

% of portfolio

1.82%

Previous 2.23%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$194.9 - $224.8 $2.29 Million - $2.65 Million	-11,767 Reduced 13.14%	77,752 $16.4 Million
Q2 2024 Jul 02, 2024	BUY	$180.08 - $204.79 $211,053 - $240,013	1,172 Added 1.33%	89,519 $18.1 Million
Q1 2024 Apr 12, 2024	BUY	$167.09 - $200.3 $878,559 - $1.05 Million	5,258 Added 6.33%	88,347 $17.7 Million
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $502,053 - $630,110	-3,700 Reduced 4.26%	83,089 $14.1 Million
Q3 2023 Oct 27, 2023	BUY	$143.21 - $158.0 $43,106 - $47,558	301 Added 0.35%	86,789 $12.6 Million
Q2 2023 Jul 17, 2023	BUY	$127.47 - $145.44 $274,060 - $312,696	2,150 Added 2.55%	86,488 $12.6 Million
Q1 2023 Apr 06, 2023	BUY	$124.91 - $143.8 $244,199 - $281,129	1,955 Added 2.37%	84,338 $11 Million
Q4 2022 Jan 31, 2023	SELL	$101.96 - $137.84 $103,591 - $140,045	-1,016 Reduced 1.22%	82,383 $11 Million
Q3 2022 Oct 11, 2022	BUY	$20.73 - $120.58 $155,018 - $901,697	7,478 Added 9.85%	83,399 $8.72 Million
Q2 2022 Jul 18, 2022	SELL	$112.61 - $135.91 $349,766 - $422,136	-3,106 Reduced 3.93%	75,921 $8.55 Million
Q1 2022 Apr 20, 2022	SELL	$128.3 - $168.44 $384,643 - $504,983	-2,998 Reduced 3.65%	79,027 $10.8 Million
Q4 2021 Jan 24, 2022	SELL	$153.94 - $171.78 $72,505 - $80,908	-471 Reduced 0.57%	82,025 $13 Million
Q3 2021 Oct 26, 2021	SELL	$146.97 - $166.98 $98,322 - $111,709	-669 Reduced 0.8%	82,496 $13.5 Million
Q2 2021 Jul 07, 2021	SELL	$147.37 - $166.44 $548,363 - $619,323	-3,721 Reduced 4.28%	83,165 $12.9 Million
Q1 2021 Apr 23, 2021	SELL	$125.65 - $157.65 $291,256 - $365,432	-2,318 Reduced 2.6%	86,886 $13.2 Million
Q4 2020 Jan 15, 2021	BUY	$96.54 - $127.07 $43,443 - $57,181	450 Added 0.51%	89,204 $11.3 Million
Q3 2020 Oct 13, 2020	SELL	$91.28 - $103.82 $99,403 - $113,059	-1,089 Reduced 1.21%	88,754 $8.54 Million
Q2 2020 Jul 07, 2020	BUY	$84.03 - $113.45 $255,955 - $345,568	3,046 Added 3.51%	89,843 $8.45 Million
Q1 2020 Apr 29, 2020	SELL	$79.03 - $141.09 $147,074 - $262,568	-1,861 Reduced 2.1%	86,797 $7.81 Million
Q4 2019 Jan 17, 2020	BUY	$111.82 - $139.4 $83,753 - $104,410	749 Added 0.85%	88,658 $12.4 Million
Q3 2019 Oct 18, 2019	BUY	$104.8 - $120.23 $30,287 - $34,746	289 Added 0.33%	87,909 $10.3 Million
Q2 2019 Jul 16, 2019	SELL	$104.64 - $116.12 $177,678 - $197,171	-1,698 Reduced 1.9%	87,620 $9.8 Million
Q1 2019 Apr 10, 2019	SELL	$97.11 - $107.19 $1.88 Million - $2.08 Million	-19,364 Reduced 17.82%	89,318 $9.04 Million
Q4 2018 Jan 17, 2019	BUY	$92.14 - $115.32 $1.39 Million - $1.74 Million	15,117 Added 16.16%	108,682 $10.6 Million
Q3 2018 Oct 12, 2018	SELL	$103.61 - $118.63 $72,630 - $83,159	-701 Reduced 0.74%	93,565 $10.6 Million
Q2 2018 Jul 10, 2018	SELL	$103.24 - $114.29 $269,249 - $298,068	-2,608 Reduced 2.69%	94,266 $9.82 Million
Q1 2018 Apr 12, 2018	BUY	$107.01 - $118.77 $13,162 - $14,608	123 Added 0.13%	96,874 $10.7 Million
Q4 2017 Jan 16, 2018	BUY	$95.86 - $107.83 $41,890 - $47,121	437 Added 0.45%	96,751 $10.3 Million
Q3 2017 Oct 13, 2017	BUY	$88.42 - $95.51 $8.52 Million - $9.2 Million	96,314	96,314 $9.2 Million

Others Institutions Holding JPM

# of Institutions

4,617

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $699B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hudson Valley Investment Advisors Inc , based on Form 13F filings with the SEC.

News

Stay updated on Hudson Valley Investment Advisors Inc with notifications on news.

Account

Hudson Valley Investment Advisors Inc Jpmorgan Chase & CO Transaction History