HAM
Harmony Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
10,051
+11
| +0.1% | +$3.19K | 1.09% | 22 |
|
|
2025
Q1 | $2.46M | Sell |
10,040
-14
| -0.1% | -$3.43K | 1.03% | 25 |
|
|
2024
Q4 | $2.41M | Sell |
10,054
-556
| -5% | -$133K | 0.96% | 30 |
|
|
2024
Q3 | $2.24M | Buy |
10,610
+746
| +8% | +$157K | 0.82% | 35 |
|
|
2024
Q2 | $2M | Sell |
9,864
-1,243
| -11% | -$251K | 0.84% | 32 |
|
|
2024
Q1 | $2.22M | Sell |
11,107
-1,138
| -9% | -$228K | 0.92% | 34 |
|
|
2023
Q4 | $2.08M | Buy |
+12,245
| New | +$2.08M | 0.88% | 37 |
|