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

Eagle 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 Q2	$1.25M	Sell	3,815 -422	-10%	-$131K	0.98%	29
2026 Q1	$1.25M	Sell	4,237 -189	-4%	-$57.4K	1.07%	24
2025 Q4	$1.43M	Sell	4,426 -85	-2%	-$26.3K	1.18%	20
2025 Q3	$1.42M	Buy	4,511 +473	+12%	+$141K	1.24%	17
2025 Q2	$1.17M	Sell	4,038 -268	-6%	-$68.4K	1.13%	24
2025 Q1	$1.06M	Sell	4,306 -291	-6%	-$74.2K	1.07%	27
2024 Q4	$1.1M	Sell	4,597 -36	-0.8%	-$8.38K	1.1%	27
2024 Q3	$977K	Sell	4,633 -80	-2%	-$16.9K	0.97%	33
2024 Q2	$953K	Sell	4,713 -238	-5%	-$46.5K	1.02%	27
2024 Q1	$992K	Sell	4,951 -192	-4%	-$34.6K	1.05%	29
2023 Q4	$875K	Sell	5,143 -206	-4%	-$31.2K	1.01%	31
2023 Q3	$776K	Buy	5,349 +329	+7%	+$49.3K	1.02%	28
2023 Q2	$730K	Hold	5,020	–	–	0.96%	28
2023 Q1	$654K	Buy	5,020 +111	+2%	+$15.2K	0.89%	38
2022 Q4	$658K	Hold	4,909	–	–	0.97%	36
2022 Q3	$513K	Buy	4,909 +355	+8%	+$40.7K	0.88%	37
2022 Q2	$513K	Buy	4,554 +245	+6%	+$30.4K	0.79%	39
2022 Q1	$587K	Buy	4,309 +88	+2%	+$13K	0.76%	39
2021 Q4	$668K	Buy	+4,221	New	+$693K	0.88%	30

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

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

Eagle Harbor Asset Management reduced its JPMorgan Chase (JPM) stake by 10% in Q2 2026, selling an estimated $131K and leaving 3,815 shares worth $1.25M. The position accounts for 0.98% of the portfolio, ranked #29.

Eagle Harbor Asset Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2025. 5,092 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Eagle Harbor Asset Management held 3,815 shares of JPMorgan Chase worth $1.25M as of Q2 2026.
Eagle Harbor Asset Management sold 422 JPMorgan Chase shares in Q2 2026, an estimated $131K.
JPMorgan Chase made up 0.98% of Eagle Harbor Asset Management's portfolio in Q2 2026, its #29 holding.
Eagle Harbor Asset Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Eagle Harbor Asset Management's JPMorgan Chase position peaked at $1.43M in Q4 2025.
5,092 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Eagle Harbor Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.