Harrell Investment Partners’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 | $16M | Buy |
55,277
+1,706
| +3% | +$495K | 4.06% | 5 |
|
|
2025
Q1 | $13.1M | Buy |
53,571
+398
| +0.7% | +$97.6K | 3.9% | 3 |
|
|
2024
Q4 | $12.7M | Sell |
53,173
-3,129
| -6% | -$750K | 3.56% | 4 |
|
|
2024
Q3 | $11.9M | Sell |
56,302
-1,943
| -3% | -$410K | 3.36% | 4 |
|
|
2024
Q2 | $11.8M | Sell |
58,245
-1,697
| -3% | -$343K | 3.42% | 4 |
|
|
2024
Q1 | $12M | Sell |
59,942
-1,427
| -2% | -$286K | 3.56% | 5 |
|
|
2023
Q4 | $10.4M | Buy |
61,369
+1,257
| +2% | +$214K | 3.25% | 6 |
|
|
2023
Q3 | $8.64M | Buy |
60,112
+2,959
| +5% | +$425K | 2.94% | 8 |
|
|
2023
Q2 | $8.31M | Buy |
57,153
+579
| +1% | +$84.2K | 2.82% | 8 |
|
|
2023
Q1 | $7.38M | Buy |
56,574
+3,616
| +7% | +$472K | 2.63% | 8 |
|
|
2022
Q4 | $7.1M | Buy |
52,958
+2,414
| +5% | +$324K | 2.79% | 8 |
|
|
2022
Q3 | $5.28M | Buy |
50,544
+1,363
| +3% | +$142K | 2.21% | 11 |
|
|
2022
Q2 | $5.54M | Buy |
49,181
+2,706
| +6% | +$305K | 2.26% | 9 |
|
|
2022
Q1 | $6.34M | Buy |
46,475
+1,392
| +3% | +$190K | 2.24% | 10 |
|
|
2021
Q4 | $7.14M | Buy |
45,083
+1,316
| +3% | +$208K | 2.19% | 13 |
|
|
2021
Q3 | $7.16M | Buy |
43,767
+1,767
| +4% | +$289K | 2.31% | 11 |
|
|
2021
Q2 | $6.53M | Buy |
42,000
+2,743
| +7% | +$427K | 2.12% | 12 |
|
|
2021
Q1 | $5.98M | Buy |
39,257
+314
| +0.8% | +$47.8K | 2.11% | 13 |
|
|
2020
Q4 | $4.95M | Sell |
38,943
-3,779
| -9% | -$480K | 1.9% | 15 |
|
|
2020
Q3 | $4.11M | Sell |
42,722
-3,101
| -7% | -$298K | 1.79% | 15 |
|
|
2020
Q2 | $4.31M | Buy |
45,823
+4,673
| +11% | +$440K | 2.19% | 13 |
|
|
2020
Q1 | $3.71M | Buy |
41,150
+2,447
| +6% | +$220K | 2.02% | 13 |
|
|
2019
Q4 | $5.4M | Buy |
+38,703
| New | +$5.4M | 2.46% | 11 |
|