Harbour Investments’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.2M Buy
2025
Q2
$11M Buy
2025
Q1
$8.94M Buy
2024
Q4
$8.65M Buy
2024
Q3
$7.15M Sell
2024
Q2
$8.73M Sell
2024
Q1
$9.8M Buy
2023
Q4
$8.05M Buy
2023
Q3
$6.29M Buy
2023
Q2
$6.17M Buy
2023
Q1
$5.43M Buy
2022
Q4
$5.32M Buy
2022
Q3
$4.15M Hold
2022
Q2
$4.15M Buy
2021
Q4
$5.42M Sell
2021
Q3
$10.8M Sell
2021
Q2
$11.5M Buy
2021
Q1
$9.66M Buy