Financial Harvest’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
$321K Buy
979
+204
+26% +$63.4K 0.13% 49
2026
Q1
$228K Sell
775
-165
-18% -$50.1K 0.13% 51
2025
Q4
$303K Buy
940
+225
+31% +$69.7K 0.19% 42
2025
Q3
$225K Buy
+715
New +$213K 0.15% 51

Other funds holding JPM

Financial Harvest's JPM Position: Q2 2026 in Review

Financial Harvest increased its JPMorgan Chase (JPM) stake by 26% in Q2 2026, buying an estimated $63.4K and bringing the position to 979 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #49.

Financial Harvest first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Harvest held 979 shares of JPMorgan Chase worth $321K as of Q2 2026.
  • Financial Harvest bought 204 JPMorgan Chase shares in Q2 2026, an estimated $63.4K.
  • JPMorgan Chase made up 0.13% of Financial Harvest's portfolio in Q2 2026, its #49 holding.
  • Financial Harvest first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Harvest's 13F filing for Q2 2026, filed 10 Aug 2026.