HG
Harbor Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,991
+2
| +0.1% | +$580 | 0.21% | 40 |
|
|
2025
Q1 | $979K | Buy |
3,989
+1
| +0% | +$245 | 0.2% | 35 |
|
|
2024
Q4 | $956K | Buy |
3,988
+1
| +0% | +$240 | 0.21% | 37 |
|
|
2024
Q3 | $841K | Hold |
3,987
| – | – | 0.19% | 39 |
|
|
2024
Q2 | $807K | Sell |
3,987
-1
| -0% | -$202 | 0.21% | 41 |
|
|
2024
Q1 | $799K | Sell |
3,988
-10
| -0.3% | -$2K | 0.21% | 35 |
|
|
2023
Q4 | $680K | Buy |
3,998
+344
| +9% | +$58.5K | 0.19% | 36 |
|
|
2023
Q3 | $530K | Buy |
3,654
+1
| +0% | +$145 | 0.3% | 30 |
|
|
2023
Q2 | $531K | Sell |
3,653
-434
| -11% | -$63.1K | 0.29% | 30 |
|
|
2023
Q1 | $533K | Buy |
4,087
+405
| +11% | +$52.8K | 0.32% | 27 |
|
|
2022
Q4 | $494K | Buy |
3,682
+1
| +0% | +$134 | 0.32% | 29 |
|
|
2022
Q3 | $385K | Buy |
3,681
+1
| +0% | +$105 | 0.28% | 33 |
|
|
2022
Q2 | $414K | Sell |
3,680
-55
| -1% | -$6.19K | 0.3% | 32 |
|
|
2022
Q1 | $509K | Buy |
3,735
+21
| +0.6% | +$2.86K | 0.32% | 26 |
|
|
2021
Q4 | $588K | Buy |
3,714
+10
| +0.3% | +$1.58K | 0.35% | 26 |
|
|
2021
Q3 | $606K | Buy |
3,704
+1
| +0% | +$164 | 0.39% | 24 |
|
|
2021
Q2 | $576K | Hold |
3,703
| – | – | 0.38% | 24 |
|
|
2021
Q1 | $546K | Buy |
3,703
+11
| +0.3% | +$1.62K | 0.37% | 23 |
|
|
2020
Q4 | $518K | Buy |
+3,692
| New | +$518K | 0.39% | 25 |
|