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 89,519 shares of JPM stock, worth $18.4 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
89,519
Previous 88,347 1.33%
Holding current value
$18.4 Million
Previous $17.7 Million 2.32%
% of portfolio
2.23%
Previous 2.12%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $602B
  • 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
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