Royal Harbor Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
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|
2025
Q1 | $3.33M | Sell |
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|
2024
Q4 | $3.56M | Sell |
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|
2024
Q3 | $3.28M | Sell |
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|
2024
Q2 | $3.19M | Sell |
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|
2024
Q1 | $3.4M | Buy |
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|
2023
Q4 | $2.86M | Buy |
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|
2023
Q3 | $2.36M | Buy |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $2.46M | Sell |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $1.21M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.26M | Buy |
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