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Harbour Trust & Investment Management’s JPMorgan Chase JPM Stock Holding History

Harbour Trust & Investment Management’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 		$30.3M Sell
92,524
-846
-0.9% -$263K 2.92% 4
2026
Q1 		$27.5M Buy
93,370
+1,380
+2% +$419K 2.91% 5
2025
Q4 		$29.6M Buy
91,990
+588
+0.6% +$182K 3.02% 4
2025
Q3 		$28.8M Sell
91,402
-970
-1% -$288K 2.98% 4
2025
Q2 		$26.8M Sell
92,372
-56
-0.1% -$14.3K 2.97% 4
2025
Q1 		$22.7M Buy
92,428
+4,888
+6% +$1.25M 2.75% 6
2024
Q4 		$21M Buy
87,540
+16
+0% +$3.73K 2.39% 8
2024
Q3 		$18.5M Buy
87,524
+308
+0.4% +$64.9K 2.1% 9
2024
Q2 		$17.6M Sell
87,216
-1,696
-2% -$332K 2.1% 9
2024
Q1 		$17.8M Sell
88,912
-3,212
-3% -$580K 2.24% 10
2023
Q4 		$15.7M Buy
+92,124
New +$14M 2.21% 11

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Harbour Trust & Investment Management's JPM Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its JPMorgan Chase (JPM) stake by 0.91% in Q2 2026, selling an estimated $263K and leaving 92,524 shares worth $30.3M. The position accounts for 2.92% of the portfolio, ranked #4.

Harbour Trust & Investment Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,513 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Harbour Trust & Investment Management held 92,524 shares of JPMorgan Chase worth $30.3M as of Q2 2026.
  • Harbour Trust & Investment Management sold 846 JPMorgan Chase shares in Q2 2026, an estimated $263K.
  • JPMorgan Chase made up 2.92% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #4 holding.
  • Harbour Trust & Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 2,513 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.