HCM
Harvey Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.84M | Sell |
33,872
-190
| -0.6% | -$55.2K | 2.3% | 9 |
|
|
2025
Q1 | $8.36M | Sell |
34,062
-1,008
| -3% | -$247K | 2.19% | 12 |
|
|
2024
Q4 | $8.41M | Sell |
35,070
-195
| -0.6% | -$46.7K | 1.98% | 14 |
|
|
2024
Q3 | $7.44M | Sell |
35,265
-5,400
| -13% | -$1.14M | 1.86% | 17 |
|
|
2024
Q2 | $8.22M | Sell |
40,665
-2,477
| -6% | -$501K | 2.16% | 11 |
|
|
2024
Q1 | $8.64M | Sell |
43,142
-100
| -0.2% | -$20K | 2.53% | 9 |
|
|
2023
Q4 | $7.36M | Sell |
43,242
-150
| -0.3% | -$25.5K | 2.44% | 9 |
|
|
2023
Q3 | $6.29M | Sell |
43,392
-2,850
| -6% | -$413K | 2.21% | 13 |
|
|
2023
Q2 | $6.73M | Sell |
46,242
-10,410
| -18% | -$1.51M | 2.47% | 11 |
|
|
2023
Q1 | $7.38M | Sell |
56,652
-600
| -1% | -$78.2K | 2.91% | 9 |
|
|
2022
Q4 | $7.68M | Sell |
57,252
-600
| -1% | -$80.5K | 3.22% | 8 |
|
|
2022
Q3 | $6.05M | Sell |
57,852
-440
| -0.8% | -$46K | 2.62% | 13 |
|
|
2022
Q2 | $6.56M | Sell |
58,292
-4,050
| -6% | -$456K | 2.56% | 10 |
|
|
2022
Q1 | $8.5M | Sell |
62,342
-4,825
| -7% | -$658K | 2.62% | 12 |
|
|
2021
Q4 | $10.6M | Sell |
67,167
-3,550
| -5% | -$562K | 3.3% | 7 |
|
|
2021
Q3 | $11.6M | Buy |
70,717
+700
| +1% | +$115K | 3.96% | 5 |
|
|
2021
Q2 | $10.9M | Sell |
70,017
-140
| -0.2% | -$21.8K | 3.59% | 5 |
|
|
2021
Q1 | $10.7M | Sell |
70,157
-4,283
| -6% | -$652K | 3.87% | 5 |
|
|
2020
Q4 | $9.46M | Buy |
74,440
+44,140
| +146% | +$5.61M | 3.84% | 5 |
|
|
2020
Q3 | $2.92M | Hold |
30,300
| – | – | 1.3% | 30 |
|
|
2020
Q2 | $2.85M | Buy |
+30,300
| New | +$2.85M | 1.41% | 22 |
|
|
2020
Q1 | – | Sell |
-11,858
| Closed | -$1.65M | – | 74 |
|
|
2019
Q4 | $1.65M | Buy |
11,858
+45
| +0.4% | +$6.27K | 0.73% | 39 |
|
|
2019
Q3 | $1.39M | Hold |
11,813
| – | – | 0.69% | 39 |
|
|
2019
Q2 | $1.32M | Hold |
11,813
| – | – | 0.64% | 39 |
|
|
2019
Q1 | $1.2M | Buy |
11,813
+968
| +9% | +$97.9K | 0.57% | 40 |
|
|
2018
Q4 | $1.06M | Buy |
10,845
+8,845
| +442% | +$863K | 0.56% | 42 |
|
|
2018
Q3 | $225K | Hold |
2,000
| – | – | 0.09% | 74 |
|
|
2018
Q2 | $208K | Hold |
2,000
| – | – | 0.08% | 77 |
|
|
2018
Q1 | $219K | Hold |
2,000
| – | – | 0.08% | 77 |
|
|
2017
Q4 | $213K | Buy |
+2,000
| New | +$213K | 0.08% | 79 |
|
|
2017
Q3 | – | Sell |
-4,000
| Closed | -$365K | – | 83 |
|
|
2017
Q2 | $365K | Hold |
4,000
| – | – | 0.16% | 64 |
|
|
2017
Q1 | $351K | Hold |
4,000
| – | – | 0.16% | 62 |
|
|
2016
Q4 | $345K | Hold |
4,000
| – | – | 0.16% | 60 |
|
|
2016
Q3 | $266K | Hold |
4,000
| – | – | 0.08% | 69 |
|
|
2016
Q2 | $248K | Sell |
4,000
-5,000
| -56% | -$310K | 0.12% | 66 |
|
|
2016
Q1 | $532K | Sell |
9,000
-2,589
| -22% | -$153K | 0.26% | 54 |
|
|
2015
Q4 | $765K | Hold |
11,589
| – | – | 0.3% | 52 |
|
|
2015
Q3 | $706K | Buy |
11,589
+6,589
| +132% | +$401K | 0.28% | 53 |
|
|
2015
Q2 | $337K | Hold |
5,000
| – | – | 0.11% | 70 |
|
|
2015
Q1 | $302K | Buy |
+5,000
| New | +$302K | 0.11% | 70 |
|