Clear Harbor Asset Management’s JPMorgan Chase JPM Stock Holding History

Clear Harbor Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.9M	Sell	105,052 -405	-0.4%	-$123K	2.14%	7
2025 Q4	$34M	Sell	105,457 -417	-0.4%	-$129K	2.32%	8
2025 Q3	$33.4M	Sell	105,874 -2,370	-2%	-$705K	2.36%	7
2025 Q2	$31.4M	Sell	108,244 -1,936	-2%	-$494K	2.36%	7
2025 Q1	$27M	Sell	110,180 -232	-0.2%	-$59.1K	2.14%	8
2024 Q4	$26.5M	Sell	110,412 -6,483	-6%	-$1.51M	2.13%	7
2024 Q3	$24.6M	Sell	116,895 -491	-0.4%	-$103K	2.02%	9
2024 Q2	$23.7M	Sell	117,386 -2,370	-2%	-$463K	2.07%	9
2024 Q1	$24M	Sell	119,756 -1,338	-1%	-$241K	2.1%	9
2023 Q4	$20.6M	Sell	121,094 -360	-0.3%	-$54.6K	1.97%	10
2023 Q3	$17.6M	Sell	121,454 -3,371	-3%	-$505K	1.84%	11
2023 Q2	$18.2M	Buy	124,825 +22,735	+22%	+$3.13M	1.78%	10
2023 Q1	$13.3M	Buy	102,090 +49,567	+94%	+$6.79M	1.38%	13
2022 Q4	$7.04M	Buy	52,523 +249	+0.5%	+$31.6K	0.88%	25
2022 Q3	$5.46M	Sell	52,274 -9,001	-15%	-$1.03M	0.76%	27
2022 Q2	$6.9M	Buy	61,275 +1,646	+3%	+$204K	0.92%	25
2022 Q1	$8.13M	Buy	59,629 +11,804	+25%	+$1.74M	0.93%	23
2021 Q4	$7.57M	Buy	47,825 +987	+2%	+$162K	0.83%	24
2021 Q3	$7.67M	Buy	46,838 +2,094	+5%	+$328K	0.91%	37
2021 Q2	$6.96M	Sell	44,744 -907	-2%	-$142K	0.85%	24
2021 Q1	$6.95M	Sell	45,651 -1,797	-4%	-$259K	0.91%	24
2020 Q4	$6.03M	Buy	47,448 +2,361	+5%	+$264K	0.87%	25
2020 Q3	$4.34M	Sell	45,087 -3,149	-7%	-$309K	0.74%	27
2020 Q2	$4.54M	Sell	48,236 -550	-1%	-$52.2K	0.86%	25
2020 Q1	$4.39M	Sell	48,786 -4,028	-8%	-$489K	1.02%	24
2019 Q4	$7.36M	Buy	52,814 +849	+2%	+$109K	1.28%	12
2019 Q3	$6.12M	Buy	51,965 +4,544	+10%	+$514K	1.19%	15
2019 Q2	$5.3M	Sell	47,421 -2,188	-4%	-$241K	1.07%	19
2019 Q1	$5.02M	Sell	49,609 -750	-1%	-$77.3K	1.02%	21
2018 Q4	$4.92M	Buy	50,359 +2,935	+6%	+$313K	1.13%	21
2018 Q3	$4.97M	Sell	47,424 -1,008	-2%	-$114K	1%	27
2018 Q2	$5.05M	Sell	48,432 -77	-0.2%	-$8.45K	0.94%	28
2018 Q1	$5.33M	Sell	48,509 -1,050	-2%	-$119K	1.04%	22
2017 Q4	$5.3M	Sell	49,559 -2,733	-5%	-$277K	1%	26
2017 Q3	$4.99M	Sell	52,292 -2,400	-4%	-$221K	0.99%	26
2017 Q2	$5.06M	Buy	54,692 +3,053	+6%	+$263K	0.97%	26
2017 Q1	$4.54M	Sell	51,639 -638	-1%	-$56.3K	0.92%	29
2016 Q4	$4.51M	Sell	52,277 -5,951	-10%	-$454K	0.95%	31
2016 Q3	$3.88M	Buy	58,228 +516	+0.9%	+$33.6K	0.85%	34
2016 Q2	$3.59M	Buy	57,712 +5,373	+10%	+$336K	0.78%	34
2016 Q1	$3.1M	Sell	52,339 -11,718	-18%	-$684K	0.68%	35
2015 Q4	$4.23M	Buy	64,057 +30	+0%	+$1.95K	0.96%	27
2015 Q3	$3.9M	Buy	64,027 +4,711	+8%	+$309K	0.9%	31
2015 Q2	$4.02M	Sell	59,316 -17,470	-23%	-$1.14M	0.79%	30
2015 Q1	$4.65M	Buy	76,786 +51,490	+204%	+$3.05M	0.9%	30
2014 Q4	$1.58M	Buy	25,296 +13,600	+116%	+$818K	0.32%	72
2014 Q3	$705K	Buy	11,696 +7,500	+179%	+$438K	0.16%	105
2014 Q2	$242K	Hold	4,196	–	–	0.05%	180
2014 Q1	$255K	Sell	4,196 -26,040	-86%	-$1.5M	0.06%	172
2013 Q4	$1.77M	Buy	30,236 +26,040	+621%	+$1.43M	0.44%	51
2013 Q3	$217K	Sell	4,196 -28,233	-87%	-$1.51M	0.06%	155
2013 Q2	$1.71M	Buy	+32,429	New	+$1.65M	0.51%	47