Harbor Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Sell |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $979K | Buy |
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|
2024
Q4 | $956K | Buy |
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|
2024
Q3 | $841K | Hold |
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|
2024
Q2 | $807K | Sell |
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|
2024
Q1 | $799K | Sell |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $530K | Buy |
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|
2023
Q2 | $531K | Sell |
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|
2023
Q1 | $533K | Buy |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $509K | Buy |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $606K | Buy |
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|
2021
Q2 | $576K | Hold |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q4 | $518K | Buy |
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