Flagship Harbor Advisors’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 | $16.2M | Buy |
49,641
+22
| +0% | +$6.83K | 0.62% | 31 |
|
|
2026
Q1 | $14.6M | Buy |
49,619
+1,005
| +2% | +$305K | 0.64% | 28 |
|
|
2025
Q4 | $15.7M | Sell |
48,614
-692
| -1% | -$214K | 0.74% | 28 |
|
|
2025
Q3 | $15.6M | Buy |
49,306
+190
| +0.4% | +$56.5K | 0.68% | 27 |
|
|
2025
Q2 | $14.2M | Buy |
49,116
+136
| +0.3% | +$34.7K | 0.67% | 25 |
|
|
2025
Q1 | $12M | Buy |
48,980
+311
| +0.6% | +$79.3K | 0.63% | 31 |
|
|
2024
Q4 | $11.7M | Sell |
48,669
-1,475
| -3% | -$344K | 0.61% | 29 |
|
|
2024
Q3 | $10.6M | Sell |
50,144
-1,242
| -2% | -$262K | 0.58% | 34 |
|
|
2024
Q2 | $10.4M | Buy |
51,386
+7,187
| +16% | +$1.41M | 0.62% | 33 |
|
|
2024
Q1 | $8.85M | Sell |
44,199
-359
| -0.8% | -$64.8K | 0.57% | 33 |
|
|
2023
Q4 | $7.58M | Buy |
44,558
+1,936
| +5% | +$293K | 0.55% | 34 |
|
|
2023
Q3 | $6.18M | Sell |
42,622
-1,112
| -3% | -$167K | 0.51% | 38 |
|
|
2023
Q2 | $6.36M | Buy |
43,734
+1,361
| +3% | +$187K | 0.53% | 40 |
|
|
2023
Q1 | $5.52M | Sell |
42,373
-757
| -2% | -$104K | 0.52% | 43 |
|
|
2022
Q4 | $5.78M | Buy |
43,130
+11,758
| +37% | +$1.49M | 0.59% | 32 |
|
|
2022
Q3 | $3.28M | Buy |
31,372
+721
| +2% | +$82.7K | 0.38% | 63 |
|
|
2022
Q2 | $3.45M | Buy |
30,651
+2,788
| +10% | +$345K | 0.39% | 58 |
|
|
2022
Q1 | $3.8M | Sell |
27,863
-501
| -2% | -$74K | 0.37% | 60 |
|
|
2021
Q4 | $4.49M | Buy |
28,364
+3,134
| +12% | +$515K | 0.43% | 54 |
|
|
2021
Q3 | $3.92M | Hold |
25,230
| – | – | 0.42% | 53 |
|
|
2021
Q2 | $3.92M | Buy |
25,230
+149
| +0.6% | +$23.4K | 0.42% | 53 |
|
|
2021
Q1 | $3.82M | Sell |
25,081
-1,235
| -5% | -$178K | 0.43% | 51 |
|
|
2020
Q4 | $3.34M | Sell |
26,316
-857
| -3% | -$95.8K | 0.41% | 51 |
|
|
2020
Q3 | $2.62M | Sell |
27,173
-809
| -3% | -$79.4K | 0.35% | 58 |
|
|
2020
Q2 | $2.63M | Buy |
27,982
+3,688
| +15% | +$350K | 0.39% | 52 |
|
|
2020
Q1 | $2.19M | Sell |
24,294
-116
| -0.5% | -$14.1K | 0.44% | 47 |
|
|
2019
Q4 | $3.4M | Buy |
24,410
+221
| +0.9% | +$28.3K | 0.6% | 30 |
|
|
2019
Q3 | $2.85M | Sell |
24,189
-1,084
| -4% | -$123K | 0.56% | 34 |
|
|
2019
Q2 | $2.83M | Buy |
25,273
+47
| +0.2% | +$5.18K | 0.59% | 34 |
|
|
2019
Q1 | $2.55M | Sell |
25,226
-1,448
| -5% | -$149K | 0.52% | 35 |
|
|
2018
Q4 | $2.6M | Sell |
26,674
-1,354
| -5% | -$144K | 0.63% | 29 |
|
|
2018
Q3 | $3.18M | Buy |
28,028
+440
| +2% | +$49.9K | 0.59% | 31 |
|
|
2018
Q2 | $2.87M | Buy |
27,588
+4,034
| +17% | +$443K | 0.58% | 36 |
|
|
2018
Q1 | $2.54M | Buy |
23,554
+83
| +0.4% | +$9.4K | 0.76% | 32 |
|
|
2017
Q4 | $2.54M | Buy |
23,471
+1,865
| +9% | +$189K | 0.73% | 31 |
|
|
2017
Q3 | $2.08M | Sell |
21,606
-1,363
| -6% | -$126K | 0.68% | 36 |
|
|
2017
Q2 | $2.14M | Sell |
22,969
-879
| -4% | -$75.8K | 0.74% | 34 |
|
|
2017
Q1 | $2.06M | Buy |
23,848
+7,818
| +49% | +$690K | 0.79% | 31 |
|
|
2016
Q4 | $1.34M | Buy |
+16,030
| New | +$1.22M | 0.58% | 50 |
|
Other funds holding JPM
Flagship Harbor Advisors's JPM Position: Q2 2026 in Review
Flagship Harbor Advisors increased its JPMorgan Chase (JPM) stake by 0.04% in Q2 2026, buying an estimated $6.83K and bringing the position to 49,641 shares worth $16.2M. The position accounts for 0.62% of the portfolio, ranked #31.
Flagship Harbor Advisors first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Flagship Harbor Advisors held 49,641 shares of JPMorgan Chase worth $16.2M as of Q2 2026.
- Flagship Harbor Advisors bought 22 JPMorgan Chase shares in Q2 2026, an estimated $6.83K.
- JPMorgan Chase made up 0.62% of Flagship Harbor Advisors's portfolio in Q2 2026, its #31 holding.
- Flagship Harbor Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
- 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.