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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
2026
Q1 		– Sell
-1,000
Closed -$322K – 474
2025
Q4 		$322K Buy
+1,000
New +$310K 0.02% 353

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clear Harbor Asset Management's JPM Position: Q1 2026 in Review

Clear Harbor Asset Management reduced its JPMorgan Chase (JPM) stake by 0.38% in Q1 2026, selling an estimated $123K and leaving 105,052 shares worth $30.9M. The position accounts for 2.13% of the portfolio, ranked #7.

Clear Harbor Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $34M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Clear Harbor Asset Management held 105,052 shares of JPMorgan Chase worth $30.9M as of Q1 2026.
  • Clear Harbor Asset Management sold 405 JPMorgan Chase shares in Q1 2026, an estimated $123K.
  • JPMorgan Chase made up 2.13% of Clear Harbor Asset Management's portfolio in Q1 2026, its #7 holding.
  • Clear Harbor Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Clear Harbor Asset Management's JPMorgan Chase position peaked at $34M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.