HVM
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Harvest Volatility Management’s JPMorgan Chase JPM Stock Holding History

Harvest Volatility 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
2023
Q3 		– Sell
-6,673
Closed -$971K – 71
2023
Q2 		$971K Sell
6,673
-47
-0.7% -$6.46K 0.19% 95
2023
Q1 		$865K Sell
6,720
-710
-10% -$97.3K 0.17% 105
2022
Q4 		$996K Sell
7,430
-1,378
-16% -$175K 0.2% 100
2022
Q3 		$935K Sell
8,808
-495
-5% -$56.8K 0.16% 108
2022
Q2 		$1.05M Buy
9,303
+934
+11% +$116K 0.17% 107
2022
Q1 		$1.14M Buy
8,369
+5,196
+164% +$767K 0.13% 111
2021
Q4 		$502 Buy
+3,173
New +$521K ﹤0.01% 129

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