Harbor Advisory Corp’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 | $9.08M | Sell |
31,328
-2,332
| -7% | -$676K | 2.89% | 13 |
|
|
2025
Q1 | $8.26M | Sell |
33,660
-168
| -0.5% | -$41.2K | 2.77% | 11 |
|
|
2024
Q4 | $8.11M | Sell |
33,828
-934
| -3% | -$224K | 2.66% | 12 |
|
|
2024
Q3 | $7.33M | Sell |
34,762
-204
| -0.6% | -$43K | 2.39% | 15 |
|
|
2024
Q2 | $7.07M | Sell |
34,966
-2,076
| -6% | -$420K | 2.44% | 14 |
|
|
2024
Q1 | $7.42M | Sell |
37,042
-200
| -0.5% | -$40.1K | 2.53% | 15 |
|
|
2023
Q4 | $6.33M | Sell |
37,242
-1,262
| -3% | -$215K | 2.27% | 16 |
|
|
2023
Q3 | $5.58M | Sell |
38,504
-195
| -0.5% | -$28.3K | 2.02% | 17 |
|
|
2023
Q2 | $5.63M | Sell |
38,699
-80
| -0.2% | -$11.6K | 1.99% | 20 |
|
|
2023
Q1 | $5.05M | Buy |
38,779
+1,114
| +3% | +$145K | 1.93% | 18 |
|
|
2022
Q4 | $5.05M | Sell |
37,665
-5,113
| -12% | -$686K | 2.06% | 17 |
|
|
2022
Q3 | $4.47M | Sell |
42,778
-1,802
| -4% | -$188K | 2.06% | 19 |
|
|
2022
Q2 | $5.02M | Buy |
44,580
+12,264
| +38% | +$1.38M | 2.2% | 19 |
|
|
2022
Q1 | $4.41M | Buy |
32,316
+9,468
| +41% | +$1.29M | 1.77% | 23 |
|
|
2021
Q4 | $3.62M | Buy |
22,848
+200
| +0.9% | +$31.7K | 1.47% | 24 |
|
|
2021
Q3 | $3.71M | Buy |
22,648
+85
| +0.4% | +$13.9K | 1.61% | 23 |
|
|
2021
Q2 | $3.51M | Buy |
22,563
+1,401
| +7% | +$218K | 1.58% | 22 |
|
|
2021
Q1 | $3.22M | Sell |
21,162
-250
| -1% | -$38.1K | 1.28% | 29 |
|
|
2020
Q4 | $2.72M | Buy |
21,412
+2,381
| +13% | +$303K | 1.44% | 23 |
|
|
2020
Q3 | $1.83M | Buy |
19,031
+6,500
| +52% | +$626K | 1.8% | 20 |
|
|
2020
Q2 | $1.18M | Sell |
12,531
-450
| -3% | -$42.3K | 1.19% | 20 |
|
|
2020
Q1 | $1.17M | Buy |
12,981
+1,125
| +9% | +$101K | 1.25% | 20 |
|
|
2019
Q4 | $1.65M | Sell |
11,856
-100
| -0.8% | -$13.9K | 1.38% | 22 |
|
|
2019
Q3 | $1.41M | Buy |
11,956
+100
| +0.8% | +$11.8K | 1.23% | 22 |
|
|
2019
Q2 | $1.33M | Sell |
11,856
-170
| -1% | -$19K | 1.17% | 23 |
|
|
2019
Q1 | $1.22M | Buy |
12,026
+600
| +5% | +$60.7K | 1.09% | 24 |
|
|
2018
Q4 | $1.12M | Hold |
11,426
| – | – | 1.1% | 26 |
|
|
2018
Q3 | $1.29M | Sell |
11,426
-25
| -0.2% | -$2.82K | 1.12% | 26 |
|
|
2018
Q2 | $1.19M | Sell |
11,451
-875
| -7% | -$91.2K | 1.07% | 26 |
|
|
2018
Q1 | $1.36M | Sell |
12,326
-257
| -2% | -$28.3K | 1.24% | 25 |
|
|
2017
Q4 | $1.35M | Buy |
+12,583
| New | +$1.35M | 1.29% | 25 |
|