Harbour Trust & 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 | $26.8M | Sell |
92,372
-56
| -0.1% | -$16.2K | 2.97% | 4 |
|
|
2025
Q1 | $22.7M | Buy |
92,428
+4,888
| +6% | +$1.2M | 2.75% | 6 |
|
|
2024
Q4 | $21M | Buy |
87,540
+16
| +0% | +$3.84K | 2.39% | 8 |
|
|
2024
Q3 | $18.5M | Buy |
87,524
+308
| +0.4% | +$64.9K | 2.1% | 9 |
|
|
2024
Q2 | $17.6M | Sell |
87,216
-1,696
| -2% | -$343K | 2.1% | 9 |
|
|
2024
Q1 | $17.8M | Sell |
88,912
-3,212
| -3% | -$643K | 2.24% | 10 |
|
|
2023
Q4 | $15.7M | Buy |
+92,124
| New | +$15.7M | 2.21% | 11 |
|