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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
Q2 		$33.1M Sell
101,104
-533
-0.5% -$166K 0.47% 59
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 $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 Portfolios Group's JPM Position: Q2 2026 in Review

Harvest Portfolios Group reduced its JPMorgan Chase (JPM) stake by 0.52% in Q2 2026, selling an estimated $166K and leaving 101,104 shares worth $33.1M. The position accounts for 0.47% of the portfolio, ranked #59.

Harvest Portfolios Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,154 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Harvest Portfolios Group held 101,104 shares of JPMorgan Chase worth $33.1M as of Q2 2026.
  • Harvest Portfolios Group sold 533 JPMorgan Chase shares in Q2 2026, an estimated $166K.
  • JPMorgan Chase made up 0.47% of Harvest Portfolios Group's portfolio in Q2 2026, its #59 holding.
  • Harvest Portfolios Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,154 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.