Harbour Investments’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 | $11M | Buy |
37,909
+1,464
| +4% | +$424K | 0.28% | 64 |
|
|
2025
Q1 | $8.94M | Buy |
36,445
+350
| +1% | +$85.9K | 0.26% | 75 |
|
|
2024
Q4 | $8.65M | Buy |
36,095
+2,188
| +6% | +$524K | 0.25% | 67 |
|
|
2024
Q3 | $7.15M | Sell |
33,907
-9,269
| -21% | -$1.95M | 0.22% | 83 |
|
|
2024
Q2 | $8.73M | Sell |
43,176
-5,741
| -12% | -$1.16M | 0.29% | 62 |
|
|
2024
Q1 | $9.8M | Buy |
48,917
+1,605
| +3% | +$321K | 0.35% | 51 |
|
|
2023
Q4 | $8.05M | Buy |
47,312
+3,952
| +9% | +$672K | 0.33% | 51 |
|
|
2023
Q3 | $6.29M | Buy |
43,360
+960
| +2% | +$139K | 0.32% | 55 |
|
|
2023
Q2 | $6.17M | Buy |
42,400
+700
| +2% | +$102K | 0.31% | 53 |
|
|
2023
Q1 | $5.43M | Buy |
41,700
+2,006
| +5% | +$261K | 0.3% | 55 |
|
|
2022
Q4 | $5.32M | Buy |
39,694
+2,863
| +8% | +$384K | 0.32% | 51 |
|
|
2022
Q3 | $4.15M | Hold |
36,831
| – | – | 0.28% | 59 |
|
|
2022
Q2 | $4.15M | Buy |
+36,831
| New | +$4.15M | 0.28% | 59 |
|
|
2021
Q4 | $5.42M | Sell |
34,251
-31,715
| -48% | -$5.02M | 0.32% | 55 |
|
|
2021
Q3 | $10.8M | Sell |
65,966
-7,780
| -11% | -$1.27M | 0.34% | 56 |
|
|
2021
Q2 | $11.5M | Buy |
73,746
+10,255
| +16% | +$1.6M | 0.37% | 54 |
|
|
2021
Q1 | $9.67M | Buy |
+63,491
| New | +$9.67M | 0.35% | 58 |
|