SHF
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Safe Harbor Fiduciary’s JPMorgan Chase JPM Stock Holding History

Safe Harbor Fiduciary’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 		$810K Sell
2,793
-108
-4% -$31.3K 0.76% 32
2025
Q1 		$712K Hold
2,901
– – 0.74% 31
2024
Q4 		$695K Sell
2,901
-53
-2% -$12.7K 0.71% 29
2024
Q3 		$623K Buy
+2,954
New +$623K 0.58% 33