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Harbor Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Harbor Investment Advisory’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 		$18.9M Buy
57,733
+1,905
+3% +$592K 1.32% 8
2026
Q1 		$16.4M Sell
55,828
-13,416
-19% -$4.07M 1.29% 8
2025
Q4 		$17.9M Buy
69,244
+607
+0.9% +$188K 1.34% 8
2025
Q3 		$17.3M Sell
68,637
-326
-0.5% -$97K 1.43% 7
2025
Q2 		$16M Sell
68,963
-378
-0.5% -$96.5K 1.42% 7
2025
Q1 		$13.6M Buy
69,341
+53
+0.1% +$13.5K 1.33% 10
2024
Q4 		$13.3M Buy
69,288
+776
+1% +$181K 1.24% 10
2024
Q3 		$11.5M Buy
68,512
+202
+0.3% +$42.5K 1.14% 11
2024
Q2 		$11M Sell
68,310
-64
-0.1% -$12.5K 1.15% 11
2024
Q1 		$10.9M Buy
68,374
+2,631
+4% +$475K 1.14% 11
2023
Q4 		$8.84M Buy
65,743
+125
+0.2% +$18.9K 1.02% 14
2023
Q3 		$7.52M Buy
65,618
+55
+0.1% +$8.24K 0.98% 14
2023
Q2 		$7.54M Buy
65,563
+14,034
+27% +$1.93M 1.05% 16
2023
Q1 		$6.71M Buy
51,529
+362
+0.7% +$49.6K 1% 17
2022
Q4 		$6.86M Sell
51,167
-1,574
-3% -$199K 1.07% 17
2022
Q3 		$5.51M Sell
52,741
-1,127
-2% -$129K 0.91% 16
2022
Q2 		$6.07M Sell
53,868
-1,253
-2% -$155K 0.97% 15
2022
Q1 		$7.51M Buy
55,121
+2,655
+5% +$392K 1% 15
2021
Q4 		$8.31M Sell
52,466
-128
-0.2% -$21K 1.05% 16
2021
Q3 		$8.61M Buy
52,594
+613
+1% +$96.1K 1.17% 14
2021
Q2 		$8.09M Buy
51,981
+1,840
+4% +$289K 1.1% 15
2021
Q1 		$7.63M Buy
50,141
+1,362
+3% +$196K 1.15% 16
2020
Q4 		$6.2M Buy
48,779
+2,137
+5% +$239K 0.99% 19
2020
Q3 		$4.49M Sell
46,642
-1,049
-2% -$103K 0.86% 21
2020
Q2 		$4.49M Buy
47,691
+151
+0.3% +$14.3K 0.95% 20
2020
Q1 		$4.28M Buy
47,540
+837
+2% +$102K 1.15% 16
2019
Q4 		$6.51M Buy
+46,703
New +$5.99M 1.5% 12

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Harbor Investment Advisory's JPM Position: Q2 2026 in Review

Harbor Investment Advisory increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $592K and bringing the position to 57,733 shares worth $18.9M. The position accounts for 1.32% of the portfolio, ranked #8.

Harbor Investment Advisory first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 1,930 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Harbor Investment Advisory held 57,733 shares of JPMorgan Chase worth $18.9M as of Q2 2026.
  • Harbor Investment Advisory bought 1,905 JPMorgan Chase shares in Q2 2026, an estimated $592K.
  • JPMorgan Chase made up 1.32% of Harbor Investment Advisory's portfolio in Q2 2026, its #8 holding.
  • Harbor Investment Advisory first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 1,930 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.