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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harmony Asset Management's JPM Position: Q1 2026 in Review

Harmony Asset Management increased its JPMorgan Chase (JPM) stake by 0.93% in Q1 2026, buying an estimated $29.1K and bringing the position to 10,378 shares worth $3.05M. The position accounts for 0.93% of the portfolio, ranked #21.

Harmony Asset Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.31M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Harmony Asset Management held 10,378 shares of JPMorgan Chase worth $3.05M as of Q1 2026.
Harmony Asset Management bought 96 JPMorgan Chase shares in Q1 2026, an estimated $29.1K.
JPMorgan Chase made up 0.93% of Harmony Asset Management's portfolio in Q1 2026, its #21 holding.
Harmony Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Harmony Asset Management's JPMorgan Chase position peaked at $3.31M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Harmony Asset Management's 13F filing for Q1 2026, filed 5 May 2026.