HIC
Harvey Investment Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Hold |
19,266
| – | – | 0.61% | 37 |
|
|
2025
Q1 | $4.73M | Hold |
19,266
| – | – | 0.52% | 39 |
|
|
2024
Q4 | $4.62M | Hold |
19,266
| – | – | 0.53% | 37 |
|
|
2024
Q3 | $4.06M | Hold |
19,266
| – | – | 0.46% | 40 |
|
|
2024
Q2 | $3.9M | Hold |
19,266
| – | – | 0.47% | 40 |
|
|
2024
Q1 | $3.86M | Hold |
19,266
| – | – | 0.44% | 44 |
|
|
2023
Q4 | $3.28M | Hold |
19,266
| – | – | 0.4% | 44 |
|
|
2023
Q3 | $2.79M | Hold |
19,266
| – | – | 0.37% | 46 |
|
|
2023
Q2 | $2.8M | Hold |
19,266
| – | – | 0.37% | 48 |
|
|
2023
Q1 | $2.51M | Sell |
19,266
-180
| -0.9% | -$23.5K | 0.31% | 48 |
|
|
2022
Q4 | $2.61M | Buy |
19,446
+360
| +2% | +$48.3K | 0.34% | 47 |
|
|
2022
Q3 | $1.99M | Sell |
19,086
-575
| -3% | -$60.1K | 0.29% | 50 |
|
|
2022
Q2 | $2.21M | Sell |
19,661
-2
| -0% | -$225 | 0.31% | 49 |
|
|
2022
Q1 | $2.68M | Hold |
19,663
| – | – | 0.33% | 47 |
|
|
2021
Q4 | $3.11M | Hold |
19,663
| – | – | 0.36% | 46 |
|
|
2021
Q3 | $3.22M | Sell |
19,663
-200
| -1% | -$32.7K | 0.42% | 45 |
|
|
2021
Q2 | $3.09M | Sell |
19,863
-675
| -3% | -$105K | 0.41% | 43 |
|
|
2021
Q1 | $3.13M | Sell |
20,538
-317
| -2% | -$48.2K | 0.45% | 41 |
|
|
2020
Q4 | $2.65M | Sell |
20,855
-1,400
| -6% | -$178K | 0.37% | 44 |
|
|
2020
Q3 | $2.14M | Hold |
22,255
| – | – | 0.33% | 47 |
|
|
2020
Q2 | $2.09M | Buy |
22,255
+1,159
| +5% | +$109K | 0.35% | 48 |
|
|
2020
Q1 | $1.9M | Sell |
21,096
-500
| -2% | -$45K | 0.37% | 50 |
|
|
2019
Q4 | $3.01M | Hold |
21,596
| – | – | 0.46% | 42 |
|
|
2019
Q3 | $2.54M | Hold |
21,596
| – | – | 0.42% | 41 |
|
|
2019
Q2 | $2.41M | Buy |
21,596
+90
| +0.4% | +$10.1K | 0.41% | 43 |
|
|
2019
Q1 | $2.18M | Buy |
21,506
+108
| +0.5% | +$10.9K | 0.37% | 44 |
|
|
2018
Q4 | $2.09M | Hold |
21,398
| – | – | 0.4% | 42 |
|
|
2018
Q3 | $2.42M | Sell |
21,398
-600
| -3% | -$67.7K | 0.42% | 40 |
|
|
2018
Q2 | $2.29M | Sell |
21,998
-716
| -3% | -$74.6K | 0.42% | 42 |
|
|
2018
Q1 | $2.5M | Buy |
22,714
+2,947
| +15% | +$324K | 0.46% | 41 |
|
|
2017
Q4 | $2.11M | Hold |
19,767
| – | – | 0.38% | 45 |
|
|
2017
Q3 | $1.89M | Sell |
19,767
-9,028
| -31% | -$862K | 0.37% | 44 |
|
|
2017
Q2 | $2.63M | Sell |
28,795
-722
| -2% | -$66K | 0.53% | 38 |
|
|
2017
Q1 | $2.59M | Sell |
29,517
-4,750
| -14% | -$417K | 0.54% | 39 |
|
|
2016
Q4 | $2.96M | Hold |
34,267
| – | – | 0.62% | 38 |
|
|
2016
Q3 | $2.28M | Buy |
34,267
+1,200
| +4% | +$79.9K | 0.49% | 42 |
|
|
2016
Q2 | $2.06M | Hold |
33,067
| – | – | 0.45% | 43 |
|
|
2016
Q1 | $1.96M | Buy |
33,067
+200
| +0.6% | +$11.8K | 0.43% | 43 |
|
|
2015
Q4 | $2.17M | Buy |
32,867
+171
| +0.5% | +$11.3K | 0.5% | 42 |
|
|
2015
Q3 | $1.99M | Hold |
32,696
| – | – | 0.48% | 43 |
|
|
2015
Q2 | $2.22M | Hold |
32,696
| – | – | 0.51% | 43 |
|
|
2015
Q1 | $1.98M | Hold |
32,696
| – | – | 0.47% | 44 |
|
|
2014
Q4 | $2.05M | Hold |
32,696
| – | – | 0.48% | 41 |
|
|
2014
Q3 | $1.97M | Hold |
32,696
| – | – | 0.5% | 43 |
|
|
2014
Q2 | $1.88M | Hold |
32,696
| – | – | 0.47% | 45 |
|
|
2014
Q1 | $1.99M | Buy |
32,696
+1,025
| +3% | +$62.2K | 0.51% | 45 |
|
|
2013
Q4 | $1.85M | Sell |
31,671
-2,711
| -8% | -$159K | 0.49% | 45 |
|
|
2013
Q3 | $1.78M | Sell |
34,382
-658
| -2% | -$34K | 0.5% | 45 |
|
|
2013
Q2 | $1.85M | Buy |
+35,040
| New | +$1.85M | 0.56% | 43 |
|