Granite 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 | $1.73M | Buy |
5,979
+86
| +1% | +$24.9K | 0.81% | 26 |
|
|
2025
Q1 | $1.45M | Buy |
5,893
+342
| +6% | +$83.9K | 0.77% | 30 |
|
|
2024
Q4 | $1.33M | Sell |
5,551
-240
| -4% | -$57.5K | 0.74% | 28 |
|
|
2024
Q3 | $1.22M | Buy |
5,791
+192
| +3% | +$40.5K | 0.71% | 29 |
|
|
2024
Q2 | $1.13M | Buy |
5,599
+861
| +18% | +$174K | 0.72% | 31 |
|
|
2024
Q1 | $949K | Sell |
4,738
-6
| -0.1% | -$1.2K | 0.65% | 33 |
|
|
2023
Q4 | $807K | Buy |
4,744
+392
| +9% | +$66.7K | 0.61% | 34 |
|
|
2023
Q3 | $631K | Buy |
4,352
+100
| +2% | +$14.5K | 0.51% | 46 |
|
|
2023
Q2 | $618K | Buy |
4,252
+108
| +3% | +$15.7K | 0.48% | 47 |
|
|
2023
Q1 | $540K | Buy |
4,144
+401
| +11% | +$52.3K | 0.49% | 46 |
|
|
2022
Q4 | $502K | Buy |
+3,743
| New | +$502K | 0.51% | 40 |
|