Harvest Fund Management’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 | $891K | Hold |
3,076
| – | – | 0.04% | 194 |
|
|
2025
Q1 | $754K | Sell |
3,076
-2,949
| -49% | -$723K | 0.04% | 231 |
|
|
2024
Q4 | $1.45M | Buy |
6,025
+1,850
| +44% | +$444K | 0.07% | 171 |
|
|
2024
Q3 | $880K | Sell |
4,175
-2,624
| -39% | -$553K | 0.05% | 196 |
|
|
2024
Q2 | $1.38M | Sell |
6,799
-843
| -11% | -$171K | 0.1% | 123 |
|
|
2024
Q1 | $1.53M | Buy |
7,642
+4,200
| +122% | +$841K | 0.14% | 108 |
|
|
2023
Q4 | $586K | Sell |
3,442
-2,001
| -37% | -$341K | 0.09% | 101 |
|
|
2023
Q3 | $790K | Buy |
5,443
+2,559
| +89% | +$371K | 0.14% | 85 |
|
|
2023
Q2 | $419K | Buy |
2,884
+660
| +30% | +$95.9K | 0.08% | 121 |
|
|
2023
Q1 | $290K | Buy |
2,224
+86
| +4% | +$11.2K | 0.06% | 151 |
|
|
2022
Q4 | $287K | Buy |
2,138
+2,026
| +1,809% | +$272K | 0.07% | 161 |
|
|
2022
Q3 | $12K | Hold |
112
| – | – | ﹤0.01% | 627 |
|
|
2022
Q2 | $13K | Sell |
112
-843
| -88% | -$97.8K | ﹤0.01% | 590 |
|
|
2022
Q1 | $130K | Sell |
955
-971
| -50% | -$132K | 0.03% | 296 |
|
|
2021
Q4 | $305K | Buy |
1,926
+297
| +18% | +$47K | 0.05% | 172 |
|
|
2021
Q3 | $266K | Hold |
1,629
| – | – | 0.06% | 104 |
|
|
2021
Q2 | $255K | Hold |
1,629
| – | – | 0.03% | 124 |
|
|
2021
Q1 | $248K | Buy |
1,629
+495
| +44% | +$75.4K | 0.02% | 121 |
|
|
2020
Q4 | $144K | Hold |
1,134
| – | – | 0.01% | 194 |
|
|
2020
Q3 | $112K | Buy |
1,134
+203
| +22% | +$20K | 0.01% | 253 |
|
|
2020
Q2 | $86K | Sell |
931
-692
| -43% | -$63.9K | 0.01% | 258 |
|
|
2020
Q1 | $146K | Buy |
1,623
+299
| +23% | +$26.9K | 0.02% | 151 |
|
|
2019
Q4 | $222K | Buy |
1,324
+850
| +179% | +$143K | 0.02% | 100 |
|
|
2019
Q3 | $56K | Sell |
474
-415
| -47% | -$49K | 0.01% | 257 |
|
|
2019
Q2 | $99K | Sell |
889
-350
| -28% | -$39K | 0.01% | 201 |
|
|
2019
Q1 | $125K | Hold |
1,239
| – | – | 0.02% | 169 |
|
|
2018
Q4 | $121K | Sell |
1,239
-841
| -40% | -$82.1K | 0.03% | 162 |
|
|
2018
Q3 | $235K | Buy |
2,080
+770
| +59% | +$87K | 0.04% | 132 |
|
|
2018
Q2 | $137K | Hold |
1,310
| – | – | 0.02% | 95 |
|
|
2018
Q1 | $144K | Hold |
1,310
| – | – | 0.02% | 97 |
|
|
2017
Q4 | $140K | Hold |
1,310
| – | – | 0.02% | 90 |
|
|
2017
Q3 | $125K | Buy |
1,310
+495
| +61% | +$47.2K | 0.02% | 81 |
|
|
2017
Q2 | $74K | Buy |
815
+233
| +40% | +$21.2K | 0.01% | 120 |
|
|
2017
Q1 | $51K | Hold |
582
| – | – | 0.01% | 142 |
|
|
2016
Q4 | $50K | Buy |
+582
| New | +$50K | 0.01% | 151 |
|