Harrington Investments’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 | $927K | Hold |
3,196
| – | – | 0.49% | 54 |
|
2025
Q1 | $784K | Sell |
3,196
-7
| -0.2% | -$1.72K | 0.45% | 57 |
|
2024
Q4 | $768K | Buy |
3,203
+401
| +14% | +$96.1K | 0.42% | 57 |
|
2024
Q3 | $591K | Hold |
2,802
| – | – | 0.32% | 61 |
|
2024
Q2 | $567K | Sell |
2,802
-10
| -0.4% | -$2.02K | 0.32% | 60 |
|
2024
Q1 | $563K | Sell |
2,812
-103
| -4% | -$20.6K | 0.32% | 59 |
|
2023
Q4 | $496K | Hold |
2,915
| – | – | 0.31% | 60 |
|
2023
Q3 | $423K | Hold |
2,915
| – | – | 0.29% | 58 |
|
2023
Q2 | $424K | Sell |
2,915
-30
| -1% | -$4.36K | 0.28% | 60 |
|
2023
Q1 | $384K | Sell |
2,945
-20
| -0.7% | -$2.61K | 0.26% | 64 |
|
2022
Q4 | $398K | Sell |
2,965
-990
| -25% | -$133K | 0.29% | 60 |
|
2022
Q3 | $413K | Hold |
3,955
| – | – | 0.32% | 60 |
|
2022
Q2 | $445K | Sell |
3,955
-20
| -0.5% | -$2.25K | 0.33% | 60 |
|
2022
Q1 | $542K | Buy |
3,975
+33
| +0.8% | +$4.5K | 0.32% | 60 |
|
2021
Q4 | $624K | Sell |
3,942
-1,465
| -27% | -$232K | 0.34% | 62 |
|
2021
Q3 | $885K | Buy |
5,407
+1,425
| +36% | +$233K | 0.51% | 53 |
|
2021
Q2 | $619K | Sell |
3,982
-220
| -5% | -$34.2K | 0.37% | 59 |
|
2021
Q1 | $640K | Sell |
4,202
-60
| -1% | -$9.14K | 0.4% | 58 |
|
2020
Q4 | $542K | Hold |
4,262
| – | – | 0.36% | 58 |
|
2020
Q3 | $410K | Sell |
4,262
-30
| -0.7% | -$2.89K | 0.29% | 60 |
|
2020
Q2 | $404K | Hold |
4,292
| – | – | 0.32% | 61 |
|
2020
Q1 | $386K | Hold |
4,292
| – | – | 0.36% | 58 |
|
2019
Q4 | $598K | Sell |
4,292
-1,073
| -20% | -$150K | 0.46% | 54 |
|
2019
Q3 | $631K | Hold |
5,365
| – | – | 0.52% | 51 |
|
2019
Q2 | $600K | Buy |
5,365
+45
| +0.8% | +$5.03K | 0.49% | 53 |
|
2019
Q1 | $539K | Sell |
5,320
-300
| -5% | -$30.4K | 0.46% | 54 |
|
2018
Q4 | $549K | Sell |
5,620
-855
| -13% | -$83.5K | 0.53% | 53 |
|
2018
Q3 | $731K | Hold |
6,475
| – | – | 0.58% | 51 |
|
2018
Q2 | $675K | Hold |
6,475
| – | – | 0.57% | 52 |
|
2018
Q1 | $712K | Hold |
6,475
| – | – | 0.58% | 53 |
|
2017
Q4 | $692K | Buy |
6,475
+4,040
| +166% | +$432K | 0.58% | 54 |
|
2017
Q3 | $233K | Buy |
+2,435
| New | +$233K | 0.22% | 62 |
|