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Harbour Investments’s JPMorgan Chase JPM Stock Holding History

Harbour Investments’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 		$20.6M Sell
63,069
-1,348
-2% -$419K 0.28% 69
2026
Q1 		$18.9M Buy
64,417
+21,043
+49% +$6.39M 0.29% 66
2025
Q4 		$14M Buy
43,374
+4,847
+13% +$1.5M 0.28% 66
2025
Q3 		$12.2M Buy
38,527
+618
+2% +$184K 0.28% 66
2025
Q2 		$11M Buy
37,909
+1,464
+4% +$374K 0.28% 64
2025
Q1 		$8.94M Buy
36,445
+350
+1% +$89.2K 0.26% 75
2024
Q4 		$8.65M Buy
36,095
+2,188
+6% +$510K 0.25% 67
2024
Q3 		$7.15M Sell
33,907
-9,269
-21% -$1.95M 0.22% 83
2024
Q2 		$8.73M Sell
43,176
-5,741
-12% -$1.12M 0.29% 62
2024
Q1 		$9.8M Buy
48,917
+1,605
+3% +$290K 0.35% 51
2023
Q4 		$8.05M Buy
47,312
+3,952
+9% +$599K 0.33% 51
2023
Q3 		$6.29M Buy
43,360
+960
+2% +$144K 0.32% 55
2023
Q2 		$6.17M Buy
42,400
+700
+2% +$96.3K 0.31% 53
2023
Q1 		$5.43M Buy
41,700
+2,006
+5% +$275K 0.3% 55
2022
Q4 		$5.32M Buy
39,694
+2,863
+8% +$363K 0.32% 51
2022
Q3 		$4.15M Hold
36,831
– – 0.28% 59
2022
Q2 		$4.15M Buy
+36,831
New +$4.56M 0.28% 59
2021
Q4 		$5.42M Sell
34,251
-31,715
-48% -$5.21M 0.32% 55
2021
Q3 		$10.8M Sell
65,966
-7,780
-11% -$1.22M 0.34% 56
2021
Q2 		$11.5M Buy
73,746
+10,255
+16% +$1.61M 0.37% 54
2021
Q1 		$9.66M Buy
+63,491
New +$9.13M 0.35% 58

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 $3.38T AUM 44.17% 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

Harbour Investments's JPM Position: Q2 2026 in Review

Harbour Investments reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $419K and leaving 63,069 shares worth $20.6M. The position accounts for 0.28% of the portfolio, ranked #69.

Harbour Investments first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Harbour Investments held 63,069 shares of JPMorgan Chase worth $20.6M as of Q2 2026.
  • Harbour Investments sold 1,348 JPMorgan Chase shares in Q2 2026, an estimated $419K.
  • JPMorgan Chase made up 0.28% of Harbour Investments's portfolio in Q2 2026, its #69 holding.
  • Harbour Investments first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.