Clear Harbor Asset 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
Q1
Sell
-1,000
Closed -$322K 474
2025
Q4
$322K Buy
+1,000
New +$310K 0.02% 353

Other funds holding JPM

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.