A detailed history of Harbor Investment Advisory, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 68,512 shares of JPM stock, worth $15.1 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
68,512
Previous 68,310 0.3%
Holding current value
$15.1 Million
Previous $13.8 Million 4.52%
% of portfolio
1.21%
Previous 1.21%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$194.9 - $224.8 $39,369 - $45,409
202 Added 0.3%
68,512 $14.4 Million
Q2 2024

Jul 19, 2024

SELL
$180.08 - $204.79 $11,525 - $13,106
-64 Reduced 0.09%
68,310 $13.8 Million
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $439,613 - $526,989
2,631 Added 4.0%
68,374 $13.7 Million
Q4 2023

Jan 26, 2024

BUY
$135.69 - $170.3 $16,961 - $21,287
125 Added 0.19%
65,743 $11.2 Million
Q3 2023

Oct 13, 2023

BUY
$143.21 - $158.0 $7,876 - $8,690
55 Added 0.08%
65,618 $9.52 Million
Q2 2023

Jul 14, 2023

BUY
$127.47 - $145.44 $1.79 Million - $2.04 Million
14,034 Added 27.24%
65,563 $9.54 Million
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $45,217 - $52,055
362 Added 0.71%
51,529 $6.71 Million
Q4 2022

Jan 24, 2023

SELL
$101.96 - $137.84 $160,485 - $216,960
-1,574 Reduced 2.98%
51,167 $0
Q3 2022

Nov 01, 2022

SELL
$20.73 - $120.58 $23,362 - $135,893
-1,127 Reduced 2.09%
52,741 $5.51 Million
Q2 2022

Jul 18, 2022

SELL
$112.61 - $135.91 $141,100 - $170,295
-1,253 Reduced 2.27%
53,868 $6.07 Million
Q1 2022

Apr 20, 2022

BUY
$128.3 - $168.44 $340,636 - $447,208
2,655 Added 5.06%
55,121 $7.51 Million
Q4 2021

Jan 10, 2022

SELL
$153.94 - $171.78 $19,704 - $21,987
-128 Reduced 0.24%
52,466 $8.31 Million
Q3 2021

Oct 12, 2021

BUY
$146.97 - $166.98 $90,092 - $102,358
613 Added 1.18%
52,594 $8.61 Million
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $271,160 - $306,249
1,840 Added 3.67%
51,981 $8.09 Million
Q1 2021

Apr 16, 2021

BUY
$125.65 - $157.65 $171,135 - $214,719
1,362 Added 2.79%
50,141 $7.63 Million
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $206,305 - $271,548
2,137 Added 4.58%
48,779 $6.2 Million
Q3 2020

Oct 23, 2020

SELL
$91.28 - $103.82 $95,752 - $108,907
-1,049 Reduced 2.2%
46,642 $4.49 Million
Q2 2020

Jul 16, 2020

BUY
$84.03 - $113.45 $12,688 - $17,130
151 Added 0.32%
47,691 $4.49 Million
Q1 2020

May 11, 2020

BUY
$79.03 - $141.09 $66,148 - $118,092
837 Added 1.79%
47,540 $4.28 Million
Q4 2019

Jan 16, 2020

BUY
$111.82 - $139.4 $5.22 Million - $6.51 Million
46,703 New
46,703 $6.51 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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