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Harbert Fund Advisors’s JPMorgan Chase JPM Stock Holding History

Harbert Fund Advisors’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
2025
Q2 		– Sell
-5,000
Closed -$1.23M – 36
2025
Q1 		$1.23M Buy
5,000
+1,000
+25% +$255K 1.39% 30
2024
Q4 		$959K Buy
4,000
+1,500
+60% +$349K 0.5% 59
2024
Q3 		$527K Sell
2,500
-125
-5% -$26.3K 0.31% 63
2024
Q2 		$531K Buy
2,625
+50
+2% +$9.78K 0.38% 49
2024
Q1 		$516K Sell
2,575
-5,075
-66% -$916K 0.35% 68
2023
Q4 		$1.3M Buy
+7,650
New +$1.16M 0.89% 31

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harbert Fund Advisors's JPM Position: Q2 2025 in Review

Harbert Fund Advisors sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 5,000 shares — an estimated $1.23M sold.

Harbert Fund Advisors first reported a position in JPM in Q4 2023 and held it in 6 quarters. The position peaked at $1.3M in Q4 2023. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Harbert Fund Advisors reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • Harbert Fund Advisors sold 5,000 JPMorgan Chase shares in Q2 2025, an estimated $1.23M.
  • Harbert Fund Advisors first reported a position in JPMorgan Chase in Q4 2023 and held it in 6 quarters.
  • Harbert Fund Advisors's JPMorgan Chase position peaked at $1.3M in Q4 2023.
  • 4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Harbert Fund Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.