Bay 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 | $533K | Buy |
1,629
+665
| +69% | +$207K | 0.12% | 48 |
|
|
2026
Q1 | $284K | Buy |
964
+192
| +25% | +$58.3K | 0.07% | 50 |
|
|
2025
Q4 | $249K | Buy |
772
+146
| +23% | +$45.2K | 0.07% | 54 |
|
|
2025
Q3 | $197K | Sell |
626
-88
| -12% | -$26.2K | 0.05% | 56 |
|
|
2025
Q2 | $207K | Buy |
714
+132
| +23% | +$33.7K | 0.06% | 54 |
|
|
2025
Q1 | $143K | Buy |
582
+148
| +34% | +$37.7K | 0.05% | 55 |
|
|
2024
Q4 | $104K | Sell |
434
-55
| -11% | -$12.8K | 0.03% | 68 |
|
|
2024
Q3 | $103K | Buy |
489
+54
| +12% | +$11.4K | 0.03% | 62 |
|
|
2024
Q2 | $87.9K | Buy |
435
+8
| +2% | +$1.56K | 0.03% | 71 |
|
|
2024
Q1 | $85.6K | Sell |
427
-3
| -0.7% | -$541 | 0.03% | 75 |
|
|
2023
Q4 | $73.1K | Buy |
430
+377
| +711% | +$57.1K | 0.03% | 84 |
|
|
2023
Q3 | $7.77K | Hold |
53
| – | – | ﹤0.01% | 113 |
|
|
2023
Q2 | $7.75K | Hold |
53
| – | – | ﹤0.01% | 117 |
|
|
2023
Q1 | $6.89K | Hold |
53
| – | – | ﹤0.01% | 115 |
|
|
2022
Q4 | $7K | Buy |
53
+1
| +2% | +$127 | ﹤0.01% | 135 |
|
|
2022
Q3 | $5K | Sell |
52
-515
| -91% | -$59.1K | ﹤0.01% | 147 |
|
|
2022
Q2 | $64K | Hold |
567
| – | – | 0.03% | 84 |
|
|
2022
Q1 | $77K | Buy |
567
+37
| +7% | +$5.46K | 0.03% | 82 |
|
|
2021
Q4 | $81K | Buy |
530
+20
| +4% | +$3.28K | 0.03% | 84 |
|
|
2021
Q3 | $83K | Sell |
510
-2
| -0.4% | -$314 | 0.04% | 80 |
|
|
2021
Q2 | $80K | Sell |
512
-6
| -1% | -$942 | 0.03% | 97 |
|
|
2021
Q1 | $79K | Sell |
518
-559
| -52% | -$80.4K | 0.04% | 84 |
|
|
2020
Q4 | $137K | Sell |
1,077
-178
| -14% | -$19.9K | 0.06% | 90 |
|
|
2020
Q3 | $121K | Buy |
1,255
+563
| +81% | +$55.3K | 0.06% | 107 |
|
|
2020
Q2 | $65K | Buy |
692
+107
| +18% | +$10.2K | 0.03% | 131 |
|
|
2020
Q1 | $53K | Buy |
585
+41
| +8% | +$4.98K | 0.03% | 126 |
|
|
2019
Q4 | $76K | Sell |
544
-23
| -4% | -$2.95K | 0.04% | 128 |
|
|
2019
Q3 | $65K | Sell |
567
-25
| -4% | -$2.83K | 0.04% | 134 |
|
|
2019
Q2 | $66K | Buy |
592
+28
| +5% | +$3.09K | 0.04% | 137 |
|
|
2019
Q1 | $57K | Buy |
564
+8
| +1% | +$824 | 0.04% | 148 |
|
|
2018
Q4 | $54K | Buy |
+556
| New | +$59.2K | 0.04% | 149 |
|
Other funds holding JPM
Bay Harbor Wealth Management's JPM Position: Q2 2026 in Review
Bay Harbor Wealth Management increased its JPMorgan Chase (JPM) stake by 69% in Q2 2026, buying an estimated $207K and bringing the position to 1,629 shares worth $533K. The position accounts for 0.12% of the portfolio, ranked #48.
Bay Harbor Wealth Management first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Bay Harbor Wealth Management held 1,629 shares of JPMorgan Chase worth $533K as of Q2 2026.
- Bay Harbor Wealth Management bought 665 JPMorgan Chase shares in Q2 2026, an estimated $207K.
- JPMorgan Chase made up 0.12% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #48 holding.
- Bay Harbor Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.