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Harvest Investment Services’s JPMorgan Chase JPM Stock Holding History

Harvest Investment Services’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 		$1.03M Buy
3,134
+785
+33% +$244K 0.16% 155
2026
Q1 		$691K Sell
2,349
-582
-20% -$177K 0.13% 160
2025
Q4 		$944K Sell
2,931
-580
-17% -$180K 0.18% 128
2025
Q3 		$1.11M Buy
3,511
+526
+18% +$156K 0.22% 117
2025
Q2 		$865K Buy
2,985
+206
+7% +$52.6K 0.19% 130
2025
Q1 		$682K Buy
2,779
+97
+4% +$24.7K 0.19% 125
2024
Q4 		$643K Sell
2,682
-1,734
-39% -$404K 0.16% 151
2024
Q3 		$931K Buy
4,416
+175
+4% +$36.9K 0.3% 91
2024
Q2 		$858K Sell
4,241
-359
-8% -$70.2K 0.34% 72
2024
Q1 		$921K Sell
4,600
-85
-2% -$15.3K 0.37% 72
2023
Q4 		$797K Hold
4,685
– – 0.37% 75
2023
Q3 		$679K Buy
4,685
+3,066
+189% +$460K 0.44% 64
2023
Q2 		$236K Buy
+1,619
New +$223K 0.13% 146
2022
Q1 		– Sell
-2,477
Closed -$392K – 224
2021
Q4 		$392K Sell
2,477
-1,632
-40% -$268K 0.17% 169
2021
Q3 		$672K Buy
4,109
+6
+0.1% +$941 0.27% 112
2021
Q2 		$638K Buy
4,103
+231
+6% +$36.3K 0.27% 109
2021
Q1 		$589K Buy
3,872
+372
+11% +$53.5K 0.27% 113
2020
Q4 		$444K Buy
3,500
+88
+3% +$9.84K 0.23% 112
2020
Q3 		$328K Buy
3,412
+654
+24% +$64.2K 0.19% 131
2020
Q2 		$259K Buy
2,758
+90
+3% +$8.54K 0.15% 152
2020
Q1 		$240K Sell
2,668
-1,298
-33% -$158K 0.32% 80
2019
Q4 		$552K Buy
3,966
+264
+7% +$33.9K 0.29% 62
2019
Q3 		$427K Buy
3,702
+512
+16% +$57.9K 0.21% 79
2019
Q2 		$362K Buy
3,190
+24
+0.8% +$2.65K 0.21% 95
2019
Q1 		$331K Buy
3,166
+437
+16% +$45K 0.19% 95
2018
Q4 		$284K Buy
+2,729
New +$291K 0.26% 81

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

Harvest Investment Services's JPM Position: Q2 2026 in Review

Harvest Investment Services increased its JPMorgan Chase (JPM) stake by 33% in Q2 2026, buying an estimated $244K and bringing the position to 3,134 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #155.

Harvest Investment Services first reported a position in JPM in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.11M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Harvest Investment Services held 3,134 shares of JPMorgan Chase worth $1.03M as of Q2 2026.
  • Harvest Investment Services bought 785 JPMorgan Chase shares in Q2 2026, an estimated $244K.
  • JPMorgan Chase made up 0.16% of Harvest Investment Services's portfolio in Q2 2026, its #155 holding.
  • Harvest Investment Services first reported a position in JPMorgan Chase in Q4 2018 and has held it in 26 quarters since.
  • Harvest Investment Services's JPMorgan Chase position peaked at $1.11M in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.