HDA
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Harold Davidson & Associates’s JPMorgan Chase JPM Stock Holding History

Harold Davidson & Associates’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.16M Sell
14,365
-3,880
-21% -$1.12M 2.7% 6
2025
Q1 		$4.48M Sell
18,245
-392
-2% -$96.2K 2.44% 7
2024
Q4 		$4.47M Buy
+18,637
New +$4.47M 2.14% 9