New Harbor Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+815
| New | +$236K | 0.05% | 39 |
|
|
2025
Q1 | – | Sell |
-915
| Closed | -$219K | – | 58 |
|
|
2024
Q4 | $219K | Sell |
915
-85
| -9% | -$20.4K | 0.06% | 45 |
|
|
2024
Q3 | $211K | Buy |
+1,000
| New | +$211K | 0.05% | 39 |
|
|
2016
Q3 | $6K | Sell |
100
-497
| -83% | -$29.8K | 0.01% | 63 |
|
|
2016
Q2 | $37K | Buy |
+597
| New | +$37K | 0.04% | 36 |
|
|
2015
Q3 | – | Sell |
-597
| Closed | -$40K | – | 151 |
|
|
2015
Q2 | $40K | Buy |
+597
| New | +$40K | 0.04% | 38 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$19K | – | 141 |
|
|
2014
Q4 | $19K | Buy |
+300
| New | +$19K | 0.02% | 61 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$17K | – | 61 |
|
|
2014
Q2 | $17K | Hold |
300
| – | – | 0.02% | 71 |
|
|
2014
Q1 | $18K | Hold |
300
| – | – | 0.02% | 63 |
|
|
2013
Q4 | $18K | Hold |
300
| – | – | 0.02% | 59 |
|
|
2013
Q3 | $16K | Hold |
300
| – | – | 0.02% | 57 |
|
|
2013
Q2 | $16K | Buy |
+300
| New | +$16K | 0.02% | 61 |
|