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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harvest Investment Services's JPM Position: Q1 2026 in Review

Harvest Investment Services reduced its JPMorgan Chase (JPM) stake by 20% in Q1 2026, selling an estimated $177K and leaving 2,349 shares worth $691K. The position accounts for 0.13% of the portfolio, ranked #160.

Harvest Investment Services first reported a position in JPM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.11M in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Harvest Investment Services held 2,349 shares of JPMorgan Chase worth $691K as of Q1 2026.
  • Harvest Investment Services sold 582 JPMorgan Chase shares in Q1 2026, an estimated $177K.
  • JPMorgan Chase made up 0.13% of Harvest Investment Services's portfolio in Q1 2026, its #160 holding.
  • Harvest Investment Services first reported a position in JPMorgan Chase in Q4 2018 and has held it in 25 quarters since.
  • Harvest Investment Services's JPMorgan Chase position peaked at $1.11M in Q3 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.