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Harvest Portfolios Group’s JPMorgan Chase JPM Stock Holding History

Harvest Portfolios Group’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 		$29.9M Buy
101,637
+10,719
+12% +$3.25M 0.49% 56
2025
Q4 		$29.3M Buy
90,918
+1,641
+2% +$508K 0.51% 52
2025
Q3 		$28.2M Sell
89,277
-8,076
-8% -$2.4M 0.52% 49
2025
Q2 		$28.2M Sell
97,353
-551
-0.6% -$141K 0.66% 46
2025
Q1 		$24M Sell
97,904
-6,408
-6% -$1.63M 0.71% 42
2024
Q4 		$25M Sell
104,312
-5,630
-5% -$1.31M 0.83% 37
2024
Q3 		$23.2M Sell
109,942
-11,633
-10% -$2.45M 0.77% 43
2024
Q2 		$24.6M Sell
121,575
-12,216
-9% -$2.39M 0.94% 35
2024
Q1 		$26.8M Sell
133,791
-13,045
-9% -$2.35M 1.05% 31
2023
Q4 		$25M Sell
146,836
-3,801
-3% -$576K 1.06% 29
2023
Q3 		$21.8M Sell
150,637
-9,315
-6% -$1.4M 1.03% 26
2023
Q2 		$23.3M Sell
159,952
-4,624
-3% -$636K 1.07% 27
2023
Q1 		$21.4M Buy
164,576
+6,869
+4% +$941K 1.05% 26
2022
Q4 		$21.1M Buy
+157,707
New +$20M 1.22% 27

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 Portfolios Group's JPM Position: Q1 2026 in Review

Harvest Portfolios Group increased its JPMorgan Chase (JPM) stake by 12% in Q1 2026, buying an estimated $3.25M and bringing the position to 101,637 shares worth $29.9M. The position accounts for 0.49% of the portfolio, ranked #56.

Harvest Portfolios Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Harvest Portfolios Group held 101,637 shares of JPMorgan Chase worth $29.9M as of Q1 2026.
  • Harvest Portfolios Group bought 10,719 JPMorgan Chase shares in Q1 2026, an estimated $3.25M.
  • JPMorgan Chase made up 0.49% of Harvest Portfolios Group's portfolio in Q1 2026, its #56 holding.
  • Harvest Portfolios Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.