Harbor Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7M	Hold	24,148	–	–	1.15%	13
2025 Q1	$5.92M	Hold	24,148	–	–	1.03%	15
2024 Q4	$5.79M	Hold	24,148	–	–	0.91%	15
2024 Q3	$5.09M	Hold	24,148	–	–	0.85%	17
2024 Q2	$4.88M	Hold	24,148	–	–	0.9%	16
2024 Q1	$4.84M	Hold	24,148	–	–	0.89%	16
2023 Q4	$4.11M	Hold	24,148	–	–	0.79%	18
2023 Q3	$3.5M	Hold	24,148	–	–	0.75%	16
2023 Q2	$3.51M	Hold	24,148	–	–	0.75%	17
2023 Q1	$3.15M	Sell	24,148 -2,000	-8%	-$261K	0.74%	17
2022 Q4	$3.51M	Hold	26,148	–	–	0.88%	17
2022 Q3	$2.73M	Hold	26,148	–	–	0.74%	21
2022 Q2	$2.95M	Hold	26,148	–	–	0.71%	15
2022 Q1	$3.56M	Buy	26,148 +2,000	+8%	+$273K	0.73%	17
2021 Q4	$3.82M	Hold	24,148	–	–	0.71%	18
2021 Q3	$3.95M	Hold	24,148	–	–	0.79%	14
2021 Q2	$3.76M	Hold	24,148	–	–	0.74%	17
2021 Q1	$3.68M	Hold	24,148	–	–	0.82%	17
2020 Q4	$3.07M	Hold	24,148	–	–	0.69%	16
2020 Q3	$2.33M	Hold	24,148	–	–	0.55%	22
2020 Q2	$2.27M	Hold	24,148	–	–	0.58%	19
2020 Q1	$2.17M	Hold	24,148	–	–	0.66%	15
2019 Q4	$3.37M	Hold	24,148	–	–	0.91%	13
2019 Q3	$2.84M	Hold	24,148	–	–	0.81%	13
2019 Q2	$2.7M	Hold	24,148	–	–	0.81%	13
2019 Q1	$2.45M	Buy	24,148 +20	+0.1%	+$2.03K	0.79%	16
2018 Q4	$2.36M	Buy	24,128 +16,128	+202%	+$1.57M	0.92%	14
2018 Q3	$903K	Hold	8,000	–	–	0.28%	55
2018 Q2	$834K	Hold	8,000	–	–	0.27%	58
2018 Q1	$880K	Hold	8,000	–	–	0.3%	56
2017 Q4	$856K	Hold	8,000	–	–	0.29%	57
2017 Q3	$764K	Hold	8,000	–	–	0.28%	55
2017 Q2	$731K	Hold	8,000	–	–	0.29%	53
2017 Q1	$703K	Hold	8,000	–	–	0.3%	55
2016 Q4	$690K	Buy	+8,000	New	+$690K	0.33%	51