Marble Harbor Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Marble Harbor Investment Counsel’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.21M	Sell	11,074 -1,233	-10%	-$357K	0.35%	57
2025 Q1	$3.02M	Sell	12,307 -100	-0.8%	-$24.5K	0.34%	59
2024 Q4	$2.97M	Sell	12,407 -72	-0.6%	-$17.3K	0.33%	58
2024 Q3	$2.63M	Hold	12,479	–	–	0.29%	63
2024 Q2	$2.52M	Hold	12,479	–	–	0.3%	63
2024 Q1	$2.5M	Buy	12,479 +300	+2%	+$60.1K	0.29%	63
2023 Q4	$2.07M	Buy	12,179 +100	+0.8%	+$17K	0.25%	66
2023 Q3	$1.75M	Buy	12,079 +880	+8%	+$128K	0.23%	66
2023 Q2	$1.63M	Hold	11,199	–	–	0.21%	69
2023 Q1	$1.46M	Buy	11,199 +400	+4%	+$52.1K	0.19%	73
2022 Q4	$1.45M	Hold	10,799	–	–	0.2%	69
2022 Q3	$1.13M	Hold	10,799	–	–	0.17%	75
2022 Q2	$1.22M	Buy	10,799 +447	+4%	+$50.3K	0.19%	77
2022 Q1	$1.41M	Buy	10,352 +3,084	+42%	+$420K	0.18%	78
2021 Q4	$1.15M	Buy	7,268 +1,050	+17%	+$166K	0.13%	89
2021 Q3	$1.02M	Hold	6,218	–	–	0.14%	88
2021 Q2	$967K	Buy	6,218 +300	+5%	+$46.7K	0.12%	92
2021 Q1	$901K	Hold	5,918	–	–	0.12%	94
2020 Q4	$752K	Sell	5,918 -160	-3%	-$20.3K	0.11%	98
2020 Q3	$585K	Sell	6,078 -165	-3%	-$15.9K	0.1%	107
2020 Q2	$587K	Buy	6,243 +15	+0.2%	+$1.41K	0.1%	101
2020 Q1	$561K	Buy	6,228 +85	+1%	+$7.66K	0.11%	94
2019 Q4	$856K	Buy	6,143 +1,950	+47%	+$272K	0.14%	89
2019 Q3	$493K	Sell	4,193 -13	-0.3%	-$1.53K	0.09%	106
2019 Q2	$470K	Hold	4,206	–	–	0.08%	109
2019 Q1	$426K	Buy	4,206 +1,200	+40%	+$122K	0.08%	118
2018 Q4	$293K	Sell	3,006 -90	-3%	-$8.77K	0.06%	126
2018 Q3	$349K	Buy	3,096 +450	+17%	+$50.7K	0.06%	124
2018 Q2	$276K	Sell	2,646 -560	-17%	-$58.4K	0.05%	131
2018 Q1	$353K	Buy	3,206 +560	+21%	+$61.7K	0.07%	125
2017 Q4	$283K	Hold	2,646	–	–	0.06%	140
2017 Q3	$253K	Buy	2,646 +200	+8%	+$19.1K	0.05%	148
2017 Q2	$224K	Sell	2,446 -425	-15%	-$38.9K	0.05%	142
2017 Q1	$252K	Buy	+2,871	New	+$252K	0.06%	139