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

Harvest Group Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

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

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's JPM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 2,119 shares — an estimated $269K sold.

Harvest Group Wealth Management first reported a position in JPM in Q4 2017 and held it in 13 quarters. The position peaked at $1.46M in Q1 2018. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

Harvest Group Wealth Management reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 2,119 JPMorgan Chase shares in Q1 2021, an estimated $269K.
Harvest Group Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and held it in 13 quarters.
Harvest Group Wealth Management's JPMorgan Chase position peaked at $1.46M in Q1 2018.
3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.