Clear Harbor Asset Management’s JPMorgan Chase JPM Stock Holding History

Clear Harbor Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-10,000	Closed	-$33K	–	321
2015 Q1	$33K	Buy	+10,000	New	+$592K	0.01%	295

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clear Harbor Asset Management's JPM Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, selling an estimated $2.04M and leaving 98,481 shares worth $32.2M. The position accounts for 1.99% of the portfolio, ranked #9.

Clear Harbor Asset Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $34M in Q4 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Clear Harbor Asset Management held 98,481 shares of JPMorgan Chase worth $32.2M as of Q2 2026.
Clear Harbor Asset Management sold 6,571 JPMorgan Chase shares in Q2 2026, an estimated $2.04M.
JPMorgan Chase made up 1.99% of Clear Harbor Asset Management's portfolio in Q2 2026, its #9 holding.
Clear Harbor Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Clear Harbor Asset Management's JPMorgan Chase position peaked at $34M in Q4 2025.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.