Ownership history in HM PAYSON & CO · 4 quarters on record
This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in J P MORGAN EXCHANGE TRADED F (JEPQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,200 | +1,700 | +340.0% | 0.00% | $127K | $54.62 |
| 2024 Q4 | UNCHANGED | 500 | — | 0% | 0.00% | $28K | $49.63 |
| 2024 Q3 | REDUCED | 500 | -30 | -5.7% | 0.00% | $27K | $46.64 |
| 2024 Q2 | INITIATED | 530 | — | — | 0.00% | $29K | — |
As of 2025 Q4 — sorted by position size