Harrell Investment Partners’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 | $16.6M | Sell |
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|
2025
Q2 | $16M | Buy |
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|
2025
Q1 | $13.1M | Buy |
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|
2024
Q4 | $12.7M | Sell |
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|
2024
Q3 | $11.9M | Sell |
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|
2024
Q2 | $11.8M | Sell |
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|
2024
Q1 | $12M | Sell |
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|
2023
Q4 | $10.4M | Buy |
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|
2023
Q3 | $8.64M | Buy |
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|
2023
Q2 | $8.31M | Buy |
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|
2023
Q1 | $7.38M | Buy |
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|
2022
Q4 | $7.1M | Buy |
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|
2022
Q3 | $5.28M | Buy |
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|
2022
Q2 | $5.54M | Buy |
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|
2022
Q1 | $6.33M | Buy |
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|
2021
Q4 | $7.14M | Buy |
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|
2021
Q3 | $7.16M | Buy |
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|
2021
Q2 | $6.53M | Buy |
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|
2021
Q1 | $5.98M | Buy |
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|
2020
Q4 | $4.95M | Sell |
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|
2020
Q3 | $4.11M | Sell |
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|
2020
Q2 | $4.31M | Buy |
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|
2020
Q1 | $3.71M | Buy |
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|
2019
Q4 | $5.39M | Buy |
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