Harvest Investment Services’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 | $865K | Buy |
2,985
+206
| +7% | +$59.7K | 0.19% | 130 |
|
|
2025
Q1 | $682K | Buy |
2,779
+97
| +4% | +$23.8K | 0.19% | 125 |
|
|
2024
Q4 | $643K | Sell |
2,682
-1,734
| -39% | -$416K | 0.16% | 151 |
|
|
2024
Q3 | $931K | Buy |
4,416
+175
| +4% | +$36.9K | 0.3% | 91 |
|
|
2024
Q2 | $858K | Sell |
4,241
-359
| -8% | -$72.6K | 0.34% | 72 |
|
|
2024
Q1 | $921K | Sell |
4,600
-85
| -2% | -$17K | 0.37% | 72 |
|
|
2023
Q4 | $797K | Hold |
4,685
| – | – | 0.37% | 75 |
|
|
2023
Q3 | $679K | Buy |
4,685
+3,066
| +189% | +$445K | 0.44% | 64 |
|
|
2023
Q2 | $236K | Buy |
+1,619
| New | +$236K | 0.13% | 146 |
|
|
2022
Q1 | – | Sell |
-2,477
| Closed | -$392K | – | 224 |
|
|
2021
Q4 | $392K | Sell |
2,477
-1,632
| -40% | -$258K | 0.17% | 169 |
|
|
2021
Q3 | $672K | Buy |
4,109
+6
| +0.1% | +$981 | 0.27% | 112 |
|
|
2021
Q2 | $638K | Buy |
4,103
+231
| +6% | +$35.9K | 0.27% | 109 |
|
|
2021
Q1 | $589K | Buy |
3,872
+372
| +11% | +$56.6K | 0.27% | 113 |
|
|
2020
Q4 | $444K | Buy |
3,500
+88
| +3% | +$11.2K | 0.23% | 112 |
|
|
2020
Q3 | $328K | Buy |
3,412
+654
| +24% | +$62.9K | 0.19% | 131 |
|
|
2020
Q2 | $259K | Buy |
2,758
+90
| +3% | +$8.45K | 0.15% | 152 |
|
|
2020
Q1 | $240K | Sell |
2,668
-1,298
| -33% | -$117K | 0.32% | 80 |
|
|
2019
Q4 | $552K | Buy |
3,966
+264
| +7% | +$36.7K | 0.29% | 62 |
|
|
2019
Q3 | $427K | Buy |
3,702
+512
| +16% | +$59.1K | 0.21% | 79 |
|
|
2019
Q2 | $362K | Buy |
3,190
+24
| +0.8% | +$2.72K | 0.21% | 95 |
|
|
2019
Q1 | $331K | Buy |
3,166
+437
| +16% | +$45.7K | 0.19% | 95 |
|
|
2018
Q4 | $284K | Buy |
+2,729
| New | +$284K | 0.26% | 81 |
|