Harbour Investment Management’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 | $390K | Hold |
1,345
| – | – | 0.17% | 79 |
|
|
2025
Q1 | $330K | Hold |
1,345
| – | – | 0.15% | 82 |
|
|
2024
Q4 | $322K | Buy |
+1,345
| New | +$322K | 0.14% | 87 |
|
|
2021
Q3 | – | Sell |
-1,427
| Closed | -$222K | – | 80 |
|
|
2021
Q2 | $222K | Hold |
1,427
| – | – | 0.11% | 82 |
|
|
2021
Q1 | $217K | Buy |
+1,427
| New | +$217K | 0.12% | 80 |
|