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Harrell Investment Partners’s JPMorgan Chase JPM Stock Holding History

Harrell Investment Partners’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 		$15.8M Sell
48,355
-1,791
-4% -$556K 3.43% 4
2026
Q1 		$14.8M Sell
50,146
-836
-2% -$254K 3.52% 4
2025
Q4 		$16.4M Sell
50,982
-1,663
-3% -$515K 3.87% 5
2025
Q3 		$16.6M Sell
52,645
-2,632
-5% -$783K 3.92% 5
2025
Q2 		$16M Buy
55,277
+1,706
+3% +$435K 4.06% 5
2025
Q1 		$13.1M Buy
53,571
+398
+0.7% +$101K 3.9% 3
2024
Q4 		$12.7M Sell
53,173
-3,129
-6% -$729K 3.56% 4
2024
Q3 		$11.9M Sell
56,302
-1,943
-3% -$409K 3.36% 4
2024
Q2 		$11.8M Sell
58,245
-1,697
-3% -$332K 3.42% 4
2024
Q1 		$12M Sell
59,942
-1,427
-2% -$257K 3.56% 5
2023
Q4 		$10.4M Buy
61,369
+1,257
+2% +$190K 3.25% 6
2023
Q3 		$8.64M Buy
60,112
+2,959
+5% +$444K 2.94% 8
2023
Q2 		$8.31M Buy
57,153
+579
+1% +$79.6K 2.82% 8
2023
Q1 		$7.38M Buy
56,574
+3,616
+7% +$495K 2.63% 8
2022
Q4 		$7.1M Buy
52,958
+2,414
+5% +$306K 2.79% 8
2022
Q3 		$5.28M Buy
50,544
+1,363
+3% +$156K 2.21% 11
2022
Q2 		$5.54M Buy
49,181
+2,706
+6% +$335K 2.26% 9
2022
Q1 		$6.33M Buy
46,475
+1,392
+3% +$205K 2.24% 10
2021
Q4 		$7.14M Buy
45,083
+1,316
+3% +$216K 2.19% 13
2021
Q3 		$7.16M Buy
43,767
+1,767
+4% +$277K 2.31% 11
2021
Q2 		$6.53M Buy
42,000
+2,743
+7% +$431K 2.12% 12
2021
Q1 		$5.98M Buy
39,257
+314
+0.8% +$45.2K 2.11% 13
2020
Q4 		$4.95M Sell
38,943
-3,779
-9% -$422K 1.9% 15
2020
Q3 		$4.11M Sell
42,722
-3,101
-7% -$305K 1.79% 15
2020
Q2 		$4.31M Buy
45,823
+4,673
+11% +$443K 2.19% 13
2020
Q1 		$3.71M Buy
41,150
+2,447
+6% +$297K 2.02% 13
2019
Q4 		$5.39M Buy
+38,703
New +$4.96M 2.46% 11

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Harrell Investment Partners's JPM Position: Q2 2026 in Review

Harrell Investment Partners reduced its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, selling an estimated $556K and leaving 48,355 shares worth $15.8M. The position accounts for 3.43% of the portfolio, ranked #4.

Harrell Investment Partners first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.6M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Harrell Investment Partners held 48,355 shares of JPMorgan Chase worth $15.8M as of Q2 2026.
  • Harrell Investment Partners sold 1,791 JPMorgan Chase shares in Q2 2026, an estimated $556K.
  • JPMorgan Chase made up 3.43% of Harrell Investment Partners's portfolio in Q2 2026, its #4 holding.
  • Harrell Investment Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Harrell Investment Partners's JPMorgan Chase position peaked at $16.6M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.