Harvest Portfolios Group’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 | $28.2M | Sell |
97,353
-551
| -0.6% | -$160K | 0.66% | 46 |
|
|
2025
Q1 | $24M | Sell |
97,904
-6,408
| -6% | -$1.57M | 0.71% | 42 |
|
|
2024
Q4 | $25M | Sell |
104,312
-5,630
| -5% | -$1.35M | 0.83% | 37 |
|
|
2024
Q3 | $23.2M | Sell |
109,942
-11,633
| -10% | -$2.45M | 0.77% | 43 |
|
|
2024
Q2 | $24.6M | Sell |
121,575
-12,216
| -9% | -$2.47M | 0.94% | 35 |
|
|
2024
Q1 | $26.8M | Sell |
133,791
-13,045
| -9% | -$2.61M | 1.05% | 31 |
|
|
2023
Q4 | $25M | Sell |
146,836
-3,801
| -3% | -$647K | 1.06% | 29 |
|
|
2023
Q3 | $21.8M | Sell |
150,637
-9,315
| -6% | -$1.35M | 1.03% | 26 |
|
|
2023
Q2 | $23.3M | Sell |
159,952
-4,624
| -3% | -$673K | 1.07% | 27 |
|
|
2023
Q1 | $21.4M | Buy |
164,576
+6,869
| +4% | +$895K | 1.05% | 26 |
|
|
2022
Q4 | $21.1M | Buy |
+157,707
| New | +$21.1M | 1.22% | 27 |
|