Bay Harbor Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
714
+132
| +23% | +$38.3K | 0.06% | 54 |
|
|
2025
Q1 | $143K | Buy |
582
+148
| +34% | +$36.3K | 0.05% | 55 |
|
|
2024
Q4 | $104K | Sell |
434
-55
| -11% | -$13.2K | 0.03% | 68 |
|
|
2024
Q3 | $103K | Buy |
489
+54
| +12% | +$11.4K | 0.03% | 62 |
|
|
2024
Q2 | $87.9K | Buy |
435
+8
| +2% | +$1.62K | 0.03% | 71 |
|
|
2024
Q1 | $85.6K | Sell |
427
-3
| -0.7% | -$601 | 0.03% | 75 |
|
|
2023
Q4 | $73.1K | Buy |
430
+377
| +711% | +$64.1K | 0.03% | 84 |
|
|
2023
Q3 | $7.77K | Hold |
53
| – | – | ﹤0.01% | 113 |
|
|
2023
Q2 | $7.75K | Hold |
53
| – | – | ﹤0.01% | 117 |
|
|
2023
Q1 | $6.89K | Hold |
53
| – | – | ﹤0.01% | 115 |
|
|
2022
Q4 | $7K | Buy |
53
+1
| +2% | +$132 | ﹤0.01% | 135 |
|
|
2022
Q3 | $5K | Sell |
52
-515
| -91% | -$49.5K | ﹤0.01% | 147 |
|
|
2022
Q2 | $64K | Hold |
567
| – | – | 0.03% | 84 |
|
|
2022
Q1 | $77K | Buy |
567
+37
| +7% | +$5.03K | 0.03% | 82 |
|
|
2021
Q4 | $81K | Buy |
530
+20
| +4% | +$3.06K | 0.03% | 84 |
|
|
2021
Q3 | $83K | Sell |
510
-2
| -0.4% | -$325 | 0.04% | 80 |
|
|
2021
Q2 | $80K | Sell |
512
-6
| -1% | -$938 | 0.03% | 97 |
|
|
2021
Q1 | $79K | Sell |
518
-559
| -52% | -$85.3K | 0.04% | 84 |
|
|
2020
Q4 | $137K | Sell |
1,077
-178
| -14% | -$22.6K | 0.06% | 90 |
|
|
2020
Q3 | $121K | Buy |
1,255
+563
| +81% | +$54.3K | 0.06% | 107 |
|
|
2020
Q2 | $65K | Buy |
692
+107
| +18% | +$10.1K | 0.03% | 131 |
|
|
2020
Q1 | $53K | Buy |
585
+41
| +8% | +$3.72K | 0.03% | 126 |
|
|
2019
Q4 | $76K | Sell |
544
-23
| -4% | -$3.21K | 0.04% | 128 |
|
|
2019
Q3 | $65K | Sell |
567
-25
| -4% | -$2.87K | 0.04% | 134 |
|
|
2019
Q2 | $66K | Buy |
592
+28
| +5% | +$3.12K | 0.04% | 137 |
|
|
2019
Q1 | $57K | Buy |
564
+8
| +1% | +$809 | 0.04% | 148 |
|
|
2018
Q4 | $54K | Buy |
+556
| New | +$54K | 0.04% | 149 |
|