Flagship Harbor Advisors’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 | $14.2M | Buy |
49,116
+136
| +0.3% | +$39.4K | 0.67% | 25 |
|
|
2025
Q1 | $12M | Buy |
48,980
+311
| +0.6% | +$76.3K | 0.63% | 31 |
|
|
2024
Q4 | $11.7M | Sell |
48,669
-1,475
| -3% | -$354K | 0.61% | 29 |
|
|
2024
Q3 | $10.6M | Buy |
+50,144
| New | +$10.6M | 0.58% | 34 |
|
|
2024
Q1 | $8.85M | Sell |
44,199
-359
| -0.8% | -$71.9K | 0.57% | 33 |
|
|
2023
Q4 | $7.58M | Buy |
44,558
+1,936
| +5% | +$329K | 0.55% | 34 |
|
|
2023
Q3 | $6.18M | Sell |
42,622
-1,112
| -3% | -$161K | 0.51% | 38 |
|
|
2023
Q2 | $6.36M | Buy |
43,734
+1,361
| +3% | +$198K | 0.53% | 40 |
|
|
2023
Q1 | $5.52M | Sell |
42,373
-757
| -2% | -$98.6K | 0.52% | 43 |
|
|
2022
Q4 | $5.78M | Buy |
43,130
+11,758
| +37% | +$1.58M | 0.59% | 32 |
|
|
2022
Q3 | $3.28M | Buy |
31,372
+721
| +2% | +$75.3K | 0.38% | 63 |
|
|
2022
Q2 | $3.45M | Buy |
30,651
+2,788
| +10% | +$314K | 0.39% | 58 |
|
|
2022
Q1 | $3.8M | Sell |
27,863
-501
| -2% | -$68.3K | 0.37% | 60 |
|
|
2021
Q4 | $4.49M | Buy |
28,364
+3,134
| +12% | +$496K | 0.43% | 54 |
|
|
2021
Q3 | $3.92M | Hold |
25,230
| – | – | 0.42% | 53 |
|
|
2021
Q2 | $3.92M | Buy |
25,230
+149
| +0.6% | +$23.2K | 0.42% | 53 |
|
|
2021
Q1 | $3.82M | Sell |
25,081
-1,235
| -5% | -$188K | 0.43% | 51 |
|
|
2020
Q4 | $3.34M | Sell |
26,316
-857
| -3% | -$109K | 0.41% | 51 |
|
|
2020
Q3 | $2.62M | Sell |
27,173
-809
| -3% | -$77.9K | 0.35% | 58 |
|
|
2020
Q2 | $2.63M | Buy |
27,982
+3,688
| +15% | +$347K | 0.39% | 52 |
|
|
2020
Q1 | $2.19M | Sell |
24,294
-116
| -0.5% | -$10.4K | 0.44% | 47 |
|
|
2019
Q4 | $3.4M | Buy |
24,410
+221
| +0.9% | +$30.8K | 0.6% | 30 |
|
|
2019
Q3 | $2.85M | Sell |
24,189
-1,084
| -4% | -$128K | 0.56% | 34 |
|
|
2019
Q2 | $2.83M | Buy |
25,273
+47
| +0.2% | +$5.25K | 0.59% | 34 |
|
|
2019
Q1 | $2.55M | Sell |
25,226
-1,448
| -5% | -$147K | 0.52% | 35 |
|
|
2018
Q4 | $2.6M | Sell |
26,674
-1,354
| -5% | -$132K | 0.63% | 29 |
|
|
2018
Q3 | $3.18M | Buy |
28,028
+440
| +2% | +$49.9K | 0.59% | 31 |
|
|
2018
Q2 | $2.87M | Buy |
27,588
+4,034
| +17% | +$420K | 0.58% | 36 |
|
|
2018
Q1 | $2.54M | Buy |
23,554
+83
| +0.4% | +$8.95K | 0.76% | 32 |
|
|
2017
Q4 | $2.54M | Buy |
23,471
+1,865
| +9% | +$202K | 0.73% | 31 |
|
|
2017
Q3 | $2.08M | Sell |
21,606
-1,363
| -6% | -$131K | 0.68% | 36 |
|
|
2017
Q2 | $2.14M | Sell |
22,969
-879
| -4% | -$81.8K | 0.74% | 34 |
|
|
2017
Q1 | $2.06M | Buy |
23,848
+7,818
| +49% | +$675K | 0.79% | 31 |
|
|
2016
Q4 | $1.34M | Buy |
+16,030
| New | +$1.34M | 0.58% | 50 |
|