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 +8,366	+278,867%	+$1.23M	0.13%	111
2021 Q4	$502	Buy	+3	New	+$493	﹤0.01%	129

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Harvest Volatility Management's JPM Position: Q3 2023 in Review

Harvest Volatility Management sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 6,673 shares — an estimated $971K sold.

Harvest Volatility Management first reported a position in JPM in Q4 2021 and held it in 7 quarters. The position peaked at $1.14M in Q1 2022. 3,705 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

Harvest Volatility Management reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
Harvest Volatility Management sold 6,673 JPMorgan Chase shares in Q3 2023, an estimated $971K.
Harvest Volatility Management first reported a position in JPMorgan Chase in Q4 2021 and held it in 7 quarters.
Harvest Volatility Management's JPMorgan Chase position peaked at $1.14M in Q1 2022.
3,705 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Harvest Volatility Management's 13F filing for Q3 2023, filed 7 Nov 2023.