HCA
Harbour Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
47,002
-180
| -0.4% | -$52.6K | 2.89% | 3 |
|
|
2025
Q1 | $10.8M | Sell |
47,182
-353
| -0.7% | -$80.7K | 2.67% | 5 |
|
|
2024
Q4 | $11.6M | Sell |
47,535
-1,074
| -2% | -$261K | 2.58% | 5 |
|
|
2024
Q3 | $10.4M | Sell |
48,609
-220
| -0.5% | -$47K | 2.39% | 6 |
|
|
2024
Q2 | $10M | Buy |
48,829
+69
| +0.1% | +$14.2K | 2.38% | 6 |
|
|
2024
Q1 | $9.7M | Buy |
48,760
+361
| +0.7% | +$71.8K | 2.4% | 6 |
|
|
2023
Q4 | $8.29M | Buy |
48,399
+61
| +0.1% | +$10.5K | 2.27% | 6 |
|
|
2023
Q3 | $7.01M | Buy |
48,338
+90
| +0.2% | +$13.1K | 2.1% | 6 |
|
|
2023
Q2 | $7.07M | Sell |
48,248
-538
| -1% | -$78.9K | 2.09% | 8 |
|
|
2023
Q1 | $6.36M | Buy |
48,786
+1,931
| +4% | +$252K | 1.92% | 8 |
|
|
2022
Q4 | $6.33M | Sell |
46,855
-1,458
| -3% | -$197K | 2.13% | 8 |
|
|
2022
Q3 | $5.07M | Sell |
48,313
-181
| -0.4% | -$19K | 1.76% | 10 |
|
|
2022
Q2 | $5.46M | Buy |
48,494
+34
| +0.1% | +$3.83K | 1.78% | 10 |
|
|
2022
Q1 | $6.61M | Buy |
48,460
+225
| +0.5% | +$30.7K | 1.81% | 8 |
|
|
2021
Q4 | $7.64M | Buy |
48,235
+469
| +1% | +$74.3K | 1.88% | 7 |
|
|
2021
Q3 | $7.82M | Buy |
47,766
+683
| +1% | +$112K | 2.06% | 5 |
|
|
2021
Q2 | $7.32M | Buy |
47,083
+79
| +0.2% | +$12.3K | 1.97% | 5 |
|
|
2021
Q1 | $7.16M | Buy |
47,004
+2,689
| +6% | +$409K | 2.11% | 5 |
|
|
2020
Q4 | $6K | Buy |
44,315
+1,443
| +3% | +$195 | 2.99% | 4 |
|
|
2020
Q3 | $4.13M | Buy |
42,872
+1,697
| +4% | +$163K | 1.51% | 12 |
|
|
2020
Q2 | $3.87M | Buy |
41,175
+378
| +0.9% | +$35.6K | 1.57% | 11 |
|
|
2020
Q1 | $3.67M | Buy |
40,797
+361
| +0.9% | +$32.5K | 1.87% | 7 |
|
|
2019
Q4 | $5.64M | Buy |
40,436
+423
| +1% | +$59K | 2.16% | 3 |
|
|
2019
Q3 | $4.71M | Buy |
40,013
+714
| +2% | +$84K | 1.99% | 5 |
|
|
2019
Q2 | $4.39M | Buy |
39,299
+390
| +1% | +$43.6K | 1.88% | 7 |
|
|
2019
Q1 | $3.94M | Sell |
38,909
-95
| -0.2% | -$9.62K | 1.74% | 8 |
|
|
2018
Q4 | $3.81M | Sell |
39,004
-817
| -2% | -$79.8K | 1.89% | 6 |
|
|
2018
Q3 | $4.49M | Buy |
39,821
+532
| +1% | +$60K | 1.81% | 7 |
|
|
2018
Q2 | $4.13M | Sell |
39,289
-430
| -1% | -$45.2K | 1.77% | 7 |
|
|
2018
Q1 | $4.37M | Sell |
39,719
-1,000
| -2% | -$110K | 1.86% | 5 |
|
|
2017
Q4 | $4.35M | Buy |
40,719
+1,150
| +3% | +$123K | 1.81% | 7 |
|
|
2017
Q3 | $3.78M | Buy |
39,569
+8,995
| +29% | +$859K | 1.65% | 7 |
|
|
2017
Q2 | $2.79M | Sell |
30,574
-940
| -3% | -$85.9K | 1.39% | 8 |
|
|
2017
Q1 | $2.77M | Buy |
31,514
+185
| +0.6% | +$16.3K | 1.26% | 9 |
|
|
2016
Q4 | $2.7M | Sell |
31,329
-362
| -1% | -$31.2K | 1.94% | 4 |
|
|
2016
Q3 | $2.11M | Sell |
31,691
-710
| -2% | -$47.3K | 1.32% | 9 |
|
|
2016
Q2 | $2.01M | Sell |
32,401
-282
| -0.9% | -$17.5K | 1.13% | 15 |
|
|
2016
Q1 | $1.94M | Sell |
32,683
-2,451
| -7% | -$145K | 1.1% | 15 |
|
|
2015
Q4 | $2.32M | Buy |
35,134
+5,875
| +20% | +$388K | 1.26% | 9 |
|
|
2015
Q3 | $1.78M | Buy |
29,259
+430
| +1% | +$26.2K | 1.26% | 10 |
|
|
2015
Q2 | $1.95M | Buy |
28,829
+670
| +2% | +$45.4K | 1.22% | 9 |
|
|
2015
Q1 | $1.71M | Buy |
28,159
+1,275
| +5% | +$77.2K | 1.19% | 12 |
|
|
2014
Q4 | $1.68M | Buy |
26,884
+245
| +0.9% | +$15.3K | 1.21% | 10 |
|
|
2014
Q3 | $1.61M | Buy |
26,639
+1,245
| +5% | +$75K | 1.33% | 7 |
|
|
2014
Q2 | $1.46M | Buy |
25,394
+3,473
| +16% | +$200K | 1.15% | 10 |
|
|
2014
Q1 | $1.33M | Buy |
21,921
+3,490
| +19% | +$212K | 1.26% | 11 |
|
|
2013
Q4 | $1.08M | Buy |
18,431
+525
| +3% | +$30.7K | 0.95% | 14 |
|
|
2013
Q3 | $926K | Hold |
17,906
| – | – | 1.01% | 14 |
|
|
2013
Q2 | $945K | Buy |
+17,906
| New | +$945K | 1.19% | 13 |
|