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Harbor Group’s JPMorgan Chase JPM Stock Holding History

Harbor Group’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 		$1.25M Buy
3,820
+19
+0.5% +$5.9K 0.15% 46
2026
Q1 		$1.12M Buy
3,801
+18
+0.5% +$5.46K 0.16% 46
2025
Q4 		$1.22M Buy
3,783
+18
+0.5% +$5.57K 0.18% 44
2025
Q3 		$1.19M Sell
3,765
-226
-6% -$67.2K 0.19% 43
2025
Q2 		$1.16M Buy
3,991
+2
+0.1% +$510 0.21% 40
2025
Q1 		$979K Buy
3,989
+1
+0% +$255 0.2% 35
2024
Q4 		$956K Buy
3,988
+1
+0% +$233 0.21% 37
2024
Q3 		$841K Hold
3,987
– – 0.19% 39
2024
Q2 		$807K Sell
3,987
-1
-0% -$196 0.21% 41
2024
Q1 		$799K Sell
3,988
-10
-0.3% -$1.8K 0.21% 35
2023
Q4 		$680K Buy
3,998
+344
+9% +$52.1K 0.19% 36
2023
Q3 		$530K Buy
3,654
+1
+0% +$150 0.3% 30
2023
Q2 		$531K Sell
3,653
-434
-11% -$59.7K 0.29% 30
2023
Q1 		$533K Buy
4,087
+405
+11% +$55.5K 0.32% 27
2022
Q4 		$494K Buy
3,682
+1
+0% +$127 0.32% 29
2022
Q3 		$385K Buy
3,681
+1
+0% +$115 0.28% 33
2022
Q2 		$414K Sell
3,680
-55
-1% -$6.81K 0.3% 32
2022
Q1 		$509K Buy
3,735
+21
+0.6% +$3.1K 0.32% 26
2021
Q4 		$588K Buy
3,714
+10
+0.3% +$1.64K 0.35% 26
2021
Q3 		$606K Buy
3,704
+1
+0% +$157 0.39% 24
2021
Q2 		$576K Hold
3,703
– – 0.38% 24
2021
Q1 		$546K Buy
3,703
+11
+0.3% +$1.58K 0.37% 23
2020
Q4 		$518K Buy
+3,692
New +$413K 0.39% 25

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harbor Group's JPM Position: Q2 2026 in Review

Harbor Group increased its JPMorgan Chase (JPM) stake by 0.5% in Q2 2026, buying an estimated $5.9K and bringing the position to 3,820 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #46.

Harbor Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Harbor Group held 3,820 shares of JPMorgan Chase worth $1.25M as of Q2 2026.
  • Harbor Group bought 19 JPMorgan Chase shares in Q2 2026, an estimated $5.9K.
  • JPMorgan Chase made up 0.15% of Harbor Group's portfolio in Q2 2026, its #46 holding.
  • Harbor Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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