Harbor Investment Advisory’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 | $16M | Sell |
68,963
-378
| -0.5% | -$87.7K | 1.42% | 7 |
|
|
2025
Q1 | $13.6M | Buy |
69,341
+53
| +0.1% | +$10.4K | 1.33% | 10 |
|
|
2024
Q4 | $13.3M | Buy |
69,288
+776
| +1% | +$149K | 1.24% | 10 |
|
|
2024
Q3 | $11.5M | Buy |
68,512
+202
| +0.3% | +$34K | 1.14% | 11 |
|
|
2024
Q2 | $11M | Sell |
68,310
-64
| -0.1% | -$10.3K | 1.15% | 11 |
|
|
2024
Q1 | $10.9M | Buy |
68,374
+2,631
| +4% | +$421K | 1.14% | 11 |
|
|
2023
Q4 | $8.84M | Buy |
65,743
+125
| +0.2% | +$16.8K | 1.02% | 14 |
|
|
2023
Q3 | $7.52M | Buy |
65,618
+55
| +0.1% | +$6.3K | 0.98% | 14 |
|
|
2023
Q2 | $7.54M | Buy |
65,563
+14,034
| +27% | +$1.61M | 1.05% | 16 |
|
|
2023
Q1 | $6.71M | Buy |
51,529
+362
| +0.7% | +$47.2K | 1% | 17 |
|
|
2022
Q4 | $6.86M | Sell |
51,167
-1,574
| -3% | -$211K | 1.07% | 17 |
|
|
2022
Q3 | $5.51M | Sell |
52,741
-1,127
| -2% | -$118K | 0.91% | 16 |
|
|
2022
Q2 | $6.07M | Sell |
53,868
-1,253
| -2% | -$141K | 0.97% | 15 |
|
|
2022
Q1 | $7.51M | Buy |
55,121
+2,655
| +5% | +$362K | 1% | 15 |
|
|
2021
Q4 | $8.31M | Sell |
52,466
-128
| -0.2% | -$20.3K | 1.05% | 16 |
|
|
2021
Q3 | $8.61M | Buy |
52,594
+613
| +1% | +$100K | 1.17% | 14 |
|
|
2021
Q2 | $8.09M | Buy |
51,981
+1,840
| +4% | +$286K | 1.1% | 15 |
|
|
2021
Q1 | $7.63M | Buy |
50,141
+1,362
| +3% | +$207K | 1.15% | 16 |
|
|
2020
Q4 | $6.2M | Buy |
48,779
+2,137
| +5% | +$272K | 0.99% | 19 |
|
|
2020
Q3 | $4.49M | Sell |
46,642
-1,049
| -2% | -$101K | 0.86% | 21 |
|
|
2020
Q2 | $4.49M | Buy |
47,691
+151
| +0.3% | +$14.2K | 0.95% | 20 |
|
|
2020
Q1 | $4.28M | Buy |
47,540
+837
| +2% | +$75.4K | 1.15% | 16 |
|
|
2019
Q4 | $6.51M | Buy |
+46,703
| New | +$6.51M | 1.5% | 12 |
|