Harbor Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Harbor Capital 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
2026 Q1	$13.3M	Sell	45,224 -11,858	-21%	-$3.6M	1.08%	10
2025 Q4	$18.4M	Sell	57,082 -74	-0.1%	-$22.9K	1.43%	8
2025 Q3	$18M	Buy	57,156 +1,719	+3%	+$511K	1.4%	9
2025 Q2	$16.1M	Sell	55,437 -285	-0.5%	-$72.7K	0.68%	19
2025 Q1	$13.7M	Sell	55,722 -4,568	-8%	-$1.16M	0.62%	23
2024 Q4	$14.5M	Buy	60,290 +1,429	+2%	+$333K	0.63%	21
2024 Q3	$12.4M	Buy	58,861 +579	+1%	+$122K	0.54%	42
2024 Q2	$11.8M	Buy	58,282 +109	+0.2%	+$21.3K	0.9%	9
2024 Q1	$11.7M	Buy	+58,173	New	+$10.5M	1.52%	6

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harbor Capital Advisors's JPM Position: Q1 2026 in Review

Harbor Capital Advisors reduced its JPMorgan Chase (JPM) stake by 21% in Q1 2026, selling an estimated $3.6M and leaving 45,224 shares worth $13.3M. The position accounts for 1.08% of the portfolio, ranked #10.

Harbor Capital Advisors first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.4M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Harbor Capital Advisors held 45,224 shares of JPMorgan Chase worth $13.3M as of Q1 2026.
Harbor Capital Advisors sold 11,858 JPMorgan Chase shares in Q1 2026, an estimated $3.6M.
JPMorgan Chase made up 1.08% of Harbor Capital Advisors's portfolio in Q1 2026, its #10 holding.
Harbor Capital Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Harbor Capital Advisors's JPMorgan Chase position peaked at $18.4M in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.