Bar Harbor Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.7M | Sell |
75,397
-446
| -0.6% | -$139K | 1.33% | 19 |
|
|
2026
Q1 | $22.3M | Sell |
75,843
-1,333
| -2% | -$405K | 1.31% | 20 |
|
|
2025
Q4 | $24.9M | Sell |
77,176
-1,186
| -2% | -$367K | 1.44% | 16 |
|
|
2025
Q3 | $24.7M | Sell |
78,362
-1,447
| -2% | -$430K | 1.48% | 14 |
|
|
2025
Q2 | $23.1M | Sell |
79,809
-2,254
| -3% | -$575K | 1.48% | 15 |
|
|
2025
Q1 | $20.1M | Sell |
82,063
-3,823
| -4% | -$975K | 1.33% | 18 |
|
|
2024
Q4 | $20.6M | Buy |
85,886
+916
| +1% | +$213K | 1.35% | 14 |
|
|
2024
Q3 | $17.9M | Sell |
84,970
-2,174
| -2% | -$458K | 1.14% | 20 |
|
|
2024
Q2 | $17.6M | Sell |
87,144
-1,609
| -2% | -$315K | 1.17% | 20 |
|
|
2024
Q1 | $17.8M | Buy |
88,753
+2,552
| +3% | +$460K | 1.19% | 21 |
|
|
2023
Q4 | $14.7M | Sell |
86,201
-40
| -0% | -$6.06K | 1.09% | 24 |
|
|
2023
Q3 | $12.5M | Sell |
86,241
-1,642
| -2% | -$246K | 1% | 30 |
|
|
2023
Q2 | $12.8M | Sell |
87,883
-3,712
| -4% | -$511K | 0.98% | 27 |
|
|
2023
Q1 | $11.9M | Sell |
91,595
-3,186
| -3% | -$437K | 0.95% | 33 |
|
|
2022
Q4 | $12.7M | Sell |
94,781
-1,163
| -1% | -$147K | 1.02% | 31 |
|
|
2022
Q3 | $10M | Buy |
95,944
+1,099
| +1% | +$126K | 0.86% | 35 |
|
|
2022
Q2 | $10.7M | Buy |
94,845
+10,614
| +13% | +$1.32M | 0.85% | 36 |
|
|
2022
Q1 | $11.5M | Sell |
84,231
-624
| -0.7% | -$92.1K | 1.03% | 29 |
|
|
2021
Q4 | $13.4M | Buy |
84,855
+2,384
| +3% | +$392K | 1.14% | 24 |
|
|
2021
Q3 | $13.5M | Sell |
82,471
-1,044
| -1% | -$164K | 1.26% | 20 |
|
|
2021
Q2 | $13M | Sell |
83,515
-1,357
| -2% | -$213K | 1.21% | 20 |
|
|
2021
Q1 | $12.9M | Sell |
84,872
-1,202
| -1% | -$173K | 1.26% | 18 |
|
|
2020
Q4 | $10.9M | Buy |
86,074
+1,657
| +2% | +$185K | 1.1% | 24 |
|
|
2020
Q3 | $8.13M | Sell |
84,417
-5,638
| -6% | -$554K | 0.9% | 33 |
|
|
2020
Q2 | $8.47M | Buy |
90,055
+4,205
| +5% | +$399K | 0.98% | 32 |
|
|
2020
Q1 | $7.73M | Buy |
85,850
+3,476
| +4% | +$422K | 1.04% | 26 |
|
|
2019
Q4 | $11.5M | Buy |
82,374
+12,397
| +18% | +$1.59M | 1.26% | 22 |
|
|
2019
Q3 | $8.24M | Sell |
69,977
-2,029
| -3% | -$229K | 0.96% | 29 |
|
|
2019
Q2 | $8.05M | Buy |
72,006
+895
| +1% | +$98.7K | 0.94% | 28 |
|
|
2019
Q1 | $7.2M | Sell |
71,111
-1,716
| -2% | -$177K | 0.86% | 31 |
|
|
2018
Q4 | $7.11M | Buy |
72,827
+526
| +0.7% | +$56K | 0.95% | 31 |
|
|
2018
Q3 | $8.16M | Buy |
72,301
+588
| +0.8% | +$66.7K | 0.93% | 31 |
|
|
2018
Q2 | $7.47M | Buy |
71,713
+1,535
| +2% | +$168K | 0.9% | 32 |
|
|
2018
Q1 | $7.72M | Sell |
70,178
-1,469
| -2% | -$166K | 0.95% | 31 |
|
|
2017
Q4 | $7.66M | Buy |
71,647
+531
| +0.7% | +$53.8K | 0.89% | 35 |
|
|
2017
Q3 | $6.79M | Buy |
71,116
+240
| +0.3% | +$22.1K | 0.82% | 35 |
|
|
2017
Q2 | $6.48M | Buy |
70,876
+585
| +0.8% | +$50.5K | 0.78% | 35 |
|
|
2017
Q1 | $6.17M | Sell |
70,291
-602
| -0.8% | -$53.1K | 0.72% | 36 |
|
|
2016
Q4 | $6.12M | Buy |
70,893
+2,213
| +3% | +$169K | 0.68% | 37 |
|
|
2016
Q3 | $4.57M | Sell |
68,680
-1,531
| -2% | -$99.8K | 0.52% | 44 |
|
|
2016
Q2 | $4.36M | Buy |
70,211
+1,151
| +2% | +$71.9K | 0.51% | 46 |
|
|
2016
Q1 | $4.09M | Sell |
69,060
-1,784
| -3% | -$104K | 0.5% | 48 |
|
|
2015
Q4 | $4.68M | Sell |
70,844
-471
| -0.7% | -$30.7K | 0.59% | 44 |
|
|
2015
Q3 | $4.35M | Sell |
71,315
-1,782
| -2% | -$117K | 0.58% | 46 |
|
|
2015
Q2 | $4.95M | Buy |
73,097
+163
| +0.2% | +$10.6K | 0.6% | 47 |
|
|
2015
Q1 | $4.42M | Buy |
72,934
+406
| +0.6% | +$24K | 0.54% | 50 |
|
|
2014
Q4 | $4.54M | Buy |
72,528
+250
| +0.3% | +$15K | 0.57% | 50 |
|
|
2014
Q3 | $4.35M | Sell |
72,278
-1,827
| -2% | -$107K | 0.56% | 52 |
|
|
2014
Q2 | $4.27M | Sell |
74,105
-1,576
| -2% | -$88.6K | 0.54% | 52 |
|
|
2014
Q1 | $4.59M | Sell |
75,681
-2,692
| -3% | -$156K | 0.59% | 51 |
|
|
2013
Q4 | $4.58M | Sell |
78,373
-3,635
| -4% | -$199K | 0.6% | 50 |
|
|
2013
Q3 | $4.24M | Buy |
82,008
+2,311
| +3% | +$124K | 0.59% | 50 |
|
|
2013
Q2 | $4.21M | Buy |
+79,697
| New | +$4.05M | 0.61% | 50 |
|
Other funds holding JPM
Bar Harbor Wealth Management's JPM Position: Q2 2026 in Review
Bar Harbor Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.59% in Q2 2026, selling an estimated $139K and leaving 75,397 shares worth $24.7M. The position accounts for 1.33% of the portfolio, ranked #19.
Bar Harbor Wealth Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.9M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Bar Harbor Wealth Management held 75,397 shares of JPMorgan Chase worth $24.7M as of Q2 2026.
- Bar Harbor Wealth Management sold 446 JPMorgan Chase shares in Q2 2026, an estimated $139K.
- JPMorgan Chase made up 1.33% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #19 holding.
- Bar Harbor Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Bar Harbor Wealth Management's JPMorgan Chase position peaked at $24.9M in Q4 2025.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.