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Harbor Asset Planning’s JPMorgan Chase JPM Stock Holding History

Harbor Asset Planning’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 		$29.8K Hold
91
– – 0.02% 276
2026
Q1 		$26.8K Hold
91
– – 0.02% 274
2025
Q4 		$29.4K Hold
91
– – 0.03% 258
2025
Q3 		$28.7K Hold
91
– – 0.03% 247
2025
Q2 		$26.4K Buy
+91
New +$23.2K 0.03% 249

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Harbor Asset Planning's JPM Position: Q2 2026 in Review

Harbor Asset Planning held its JPMorgan Chase (JPM) position steady in Q2 2026 at 91 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #276.

Harbor Asset Planning first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 3,139 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Harbor Asset Planning held 91 shares of JPMorgan Chase worth $29.8K as of Q2 2026.
  • Harbor Asset Planning left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #276 holding.
  • Harbor Asset Planning first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 3,139 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.