HFA
Harbert Fund Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,000
| Closed | -$1.23M | – | 35 |
|
|
2025
Q1 | $1.23M | Buy |
5,000
+1,000
| +25% | +$245K | 1.39% | 30 |
|
|
2024
Q4 | $959K | Buy |
4,000
+1,500
| +60% | +$360K | 0.5% | 39 |
|
|
2024
Q3 | $527K | Sell |
2,500
-125
| -5% | -$26.4K | 0.31% | 44 |
|
|
2024
Q2 | $531K | Buy |
2,625
+50
| +2% | +$10.1K | 0.38% | 47 |
|
|
2024
Q1 | $516K | Sell |
2,575
-5,075
| -66% | -$1.02M | 0.35% | 68 |
|
|
2023
Q4 | $1.3M | Buy |
+7,650
| New | +$1.3M | 0.89% | 31 |
|