Harvest Group Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,119	Closed	-$269K	–	376
2020 Q4	$269K	Buy	2,119 +110	+5%	+$12.3K	0.16%	32
2020 Q3	$193K	Hold	2,009	–	–	0.13%	36
2020 Q2	$189K	Buy	2,009 +547	+37%	+$51.9K	0.16%	33
2020 Q1	$131K	Hold	1,462	–	–	0.13%	46
2019 Q4	$203K	Buy	1,462 +4	+0.3%	+$513	0.18%	33
2019 Q3	$172K	Buy	1,458 +6	+0.4%	+$679	0.21%	29
2019 Q2	$162K	Sell	1,452 -10,711	-88%	-$1.18M	0.21%	29
2019 Q1	$1.23M	Sell	12,163 -449	-4%	-$46.3K	1.13%	16
2018 Q4	$1.23M	Buy	12,612 +466	+4%	+$49.6K	1.59%	11
2018 Q3	$1.37M	Buy	12,146 +44	+0.4%	+$5K	0.96%	11
2018 Q2	$1.26M	Sell	12,102 -1,143	-9%	-$125K	0.87%	17
2018 Q1	$1.46M	Buy	13,245 +589	+5%	+$66.7K	0.98%	17
2017 Q4	$1.35M	Buy	+12,656	New	+$1.28M	0.82%	19