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 $18.8 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

77,752

Previous 89,519 13.14%

Holding current value

$18.8 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

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $708B
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 ...

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Hudson Valley Investment Advisors Inc Jpmorgan Chase & CO Transaction History