Harmony Asset Management
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Harmony Asset Management’s JPMorgan Chase JPM Stock Holding History

Harmony Asset 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
Q3 		$3.45M Buy
10,439
+61
+0.6% +$21.3K 0.87% 25
2026
Q2 		$3.4M Hold
10,378
– – 0.91% 28
2026
Q1 		$3.05M Buy
10,378
+96
+0.9% +$29.1K 0.93% 21
2025
Q4 		$3.31M Sell
10,282
-178
-2% -$55.1K 1.11% 20
2025
Q3 		$3.3M Buy
10,460
+409
+4% +$122K 1.14% 22
2025
Q2 		$2.91M Buy
10,051
+11
+0.1% +$2.81K 1.09% 22
2025
Q1 		$2.46M Sell
10,040
-14
-0.1% -$3.57K 1.03% 25
2024
Q4 		$2.41M Sell
10,054
-556
-5% -$130K 0.96% 30
2024
Q3 		$2.24M Buy
10,610
+746
+8% +$157K 0.82% 35
2024
Q2 		$2M Sell
9,864
-1,243
-11% -$243K 0.84% 32
2024
Q1 		$2.22M Sell
11,107
-1,138
-9% -$205K 0.92% 34
2023
Q4 		$2.08M Buy
+12,245
New +$1.86M 0.88% 37

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Harmony Asset Management's JPM Position: Q3 2026 in Review

Harmony Asset Management increased its JPMorgan Chase (JPM) stake by 0.59% in Q3 2026, buying an estimated $21.3K and bringing the position to 10,439 shares worth $3.45M. The position accounts for 0.87% of the portfolio, ranked #25.

Harmony Asset Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Harmony Asset Management held 10,439 shares of JPMorgan Chase worth $3.45M as of Q3 2026.
  • Harmony Asset Management bought 61 JPMorgan Chase shares in Q3 2026, an estimated $21.3K.
  • JPMorgan Chase made up 0.87% of Harmony Asset Management's portfolio in Q3 2026, its #25 holding.
  • Harmony Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.