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Harbour Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Harbour 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
Q2 		$14.7M Sell
43,632
-170
-0.4% -$52.8K 2.67% 7
2026
Q1 		$13.7M Buy
43,802
+1,515
+4% +$460K 2.61% 6
2025
Q4 		$13.8M Sell
42,287
-315
-0.7% -$97.5K 2.8% 5
2025
Q3 		$13.1M Sell
42,602
-4,400
-9% -$1.31M 2.68% 6
2025
Q2 		$13.7M Sell
47,002
-180
-0.4% -$45.9K 2.89% 3
2025
Q1 		$10.8M Sell
47,182
-353
-0.7% -$90K 2.67% 5
2024
Q4 		$11.6M Sell
47,535
-1,074
-2% -$250K 2.58% 5
2024
Q3 		$10.4M Sell
48,609
-220
-0.5% -$46.3K 2.39% 6
2024
Q2 		$10M Buy
48,829
+69
+0.1% +$13.5K 2.38% 6
2024
Q1 		$9.7M Buy
48,760
+361
+0.7% +$65.1K 2.4% 6
2023
Q4 		$8.29M Buy
48,399
+61
+0.1% +$9.24K 2.27% 6
2023
Q3 		$7.01M Buy
48,338
+90
+0.2% +$13.5K 2.1% 6
2023
Q2 		$7.07M Sell
48,248
-538
-1% -$74K 2.09% 8
2023
Q1 		$6.36M Buy
48,786
+1,931
+4% +$265K 1.92% 8
2022
Q4 		$6.33M Sell
46,855
-1,458
-3% -$185K 2.13% 8
2022
Q3 		$5.07M Sell
48,313
-181
-0.4% -$20.8K 1.76% 10
2022
Q2 		$5.46M Buy
48,494
+34
+0.1% +$4.21K 1.78% 10
2022
Q1 		$6.61M Buy
48,460
+225
+0.5% +$33.2K 1.81% 8
2021
Q4 		$7.64M Buy
48,235
+469
+1% +$77K 1.88% 7
2021
Q3 		$7.82M Buy
47,766
+683
+1% +$107K 2.06% 5
2021
Q2 		$7.32M Buy
47,083
+79
+0.2% +$12.4K 1.97% 5
2021
Q1 		$7.16M Buy
47,004
+2,689
+6% +$387K 2.11% 5
2020
Q4 		$6K Buy
44,315
+1,443
+3% +$161K 2.99% 4
2020
Q3 		$4.13M Buy
42,872
+1,697
+4% +$167K 1.51% 12
2020
Q2 		$3.87M Buy
41,175
+378
+0.9% +$35.9K 1.57% 11
2020
Q1 		$3.67M Buy
40,797
+361
+0.9% +$43.9K 1.87% 7
2019
Q4 		$5.64M Buy
40,436
+423
+1% +$54.3K 2.16% 3
2019
Q3 		$4.71M Buy
40,013
+714
+2% +$80.8K 1.99% 5
2019
Q2 		$4.39M Buy
39,299
+390
+1% +$43K 1.88% 7
2019
Q1 		$3.94M Sell
38,909
-95
-0.2% -$9.79K 1.74% 8
2018
Q4 		$3.81M Sell
39,004
-817
-2% -$87K 1.89% 6
2018
Q3 		$4.49M Buy
39,821
+532
+1% +$60.4K 1.81% 7
2018
Q2 		$4.13M Sell
39,289
-430
-1% -$47.2K 1.77% 7
2018
Q1 		$4.37M Sell
39,719
-1,000
-2% -$113K 1.86% 5
2017
Q4 		$4.35M Buy
40,719
+1,150
+3% +$116K 1.81% 7
2017
Q3 		$3.78M Buy
39,569
+8,995
+29% +$830K 1.65% 7
2017
Q2 		$2.79M Sell
30,574
-940
-3% -$81.1K 1.39% 8
2017
Q1 		$2.77M Buy
31,514
+185
+0.6% +$16.3K 1.26% 9
2016
Q4 		$2.7M Sell
31,329
-362
-1% -$27.6K 1.94% 4
2016
Q3 		$2.11M Sell
31,691
-710
-2% -$46.3K 1.32% 9
2016
Q2 		$2.01M Sell
32,401
-282
-0.9% -$17.6K 1.13% 15
2016
Q1 		$1.94M Sell
32,683
-2,451
-7% -$143K 1.1% 15
2015
Q4 		$2.32M Buy
35,134
+5,875
+20% +$383K 1.26% 9
2015
Q3 		$1.78M Buy
29,259
+430
+1% +$28.2K 1.26% 10
2015
Q2 		$1.95M Buy
28,829
+670
+2% +$43.7K 1.22% 11
2015
Q1 		$1.71M Buy
28,159
+1,275
+5% +$75.5K 1.19% 12
2014
Q4 		$1.68M Buy
26,884
+245
+0.9% +$14.7K 1.21% 10
2014
Q3 		$1.6M Buy
26,639
+1,245
+5% +$72.8K 1.33% 8
2014
Q2 		$1.46M Buy
25,394
+3,473
+16% +$195K 1.15% 10
2014
Q1 		$1.33M Buy
21,921
+3,490
+19% +$202K 1.26% 11
2013
Q4 		$1.08M Buy
18,431
+525
+3% +$28.8K 0.95% 14
2013
Q3 		$926K Hold
17,906
– – 1.01% 14
2013
Q2 		$945K Buy
+17,906
New +$910K 1.19% 13

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Harbour Capital Advisors's JPM Position: Q2 2026 in Review

Harbour Capital Advisors reduced its JPMorgan Chase (JPM) stake by 0.39% in Q2 2026, selling an estimated $52.8K and leaving 43,632 shares worth $14.7M. The position accounts for 2.67% of the portfolio, ranked #7.

Harbour Capital Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Harbour Capital Advisors held 43,632 shares of JPMorgan Chase worth $14.7M as of Q2 2026.
  • Harbour Capital Advisors sold 170 JPMorgan Chase shares in Q2 2026, an estimated $52.8K.
  • JPMorgan Chase made up 2.67% of Harbour Capital Advisors's portfolio in Q2 2026, its #7 holding.
  • Harbour Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.