Ownership history in HM PAYSON & CO · 98 quarters on record
This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in MORGAN J P & CO INC Com (JPM). 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 Q4 | ADDED | 468,495 | +14,681 | +3.2% | 2.13% | $151.0M | $320.77 |
| 2025 Q3 | ADDED | 453,814 | +71,804 | +18.8% | 2.06% | $143.1M | $312.49 |
| 2025 Q1 | ADDED | 382,010 | +50,664 | +15.3% | 1.64% | $93.7M | $240.37 |
| 2024 Q4 | ADDED | 331,346 | +1,591 | +0.5% | 1.35% | $79.4M | $233.69 |
| 2024 Q3 | ADDED | 329,755 | +3,672 | +1.1% | 1.19% | $69.5M | $204.31 |
| 2024 Q2 | ADDED | 326,083 | +79,891 | +32.5% | 1.20% | $66.0M | $194.90 |
| 2024 Q1 | REDUCED | 246,192 | -5,309 | -2.1% | 0.92% | $49.3M | $191.89 |
| 2023 Q4 | REDUCED | 251,501 | -376 | -0.1% | 0.89% | $42.8M | $161.96 |
| 2023 Q3 | REDUCED | 251,877 | -2,265 | -0.9% | 0.86% | $36.5M | $137.07 |
| 2023 Q2 | REDUCED | 254,142 | -29,808 | -10.5% | 0.83% | $37.0M | $136.53 |
As of 2025 Q4 — sorted by position size