Harvey Capital Management’s JPMorgan Chase JPM Stock Holding History

Harvey Capital Management’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	$11.1M	Sell	37,577 -145	-0.4%	-$44K	2.52%	7
2025 Q4	$12.2M	Buy	37,722 +5,020	+15%	+$1.55M	2.59%	8
2025 Q3	$10.3M	Sell	32,702 -1,170	-3%	-$348K	2.2%	10
2025 Q2	$9.84M	Sell	33,872 -190	-0.6%	-$48.5K	2.3%	9
2025 Q1	$8.36M	Sell	34,062 -1,008	-3%	-$257K	2.19%	12
2024 Q4	$8.41M	Sell	35,070 -195	-0.6%	-$45.4K	1.98%	14
2024 Q3	$7.44M	Sell	35,265 -5,400	-13%	-$1.14M	1.86%	17
2024 Q2	$8.22M	Sell	40,665 -2,477	-6%	-$484K	2.16%	11
2024 Q1	$8.64M	Sell	43,142 -100	-0.2%	-$18K	2.53%	9
2023 Q4	$7.36M	Sell	43,242 -150	-0.3%	-$22.7K	2.44%	9
2023 Q3	$6.29M	Sell	43,392 -2,850	-6%	-$427K	2.21%	13
2023 Q2	$6.73M	Sell	46,242 -10,410	-18%	-$1.43M	2.47%	11
2023 Q1	$7.38M	Sell	56,652 -600	-1%	-$82.2K	2.91%	9
2022 Q4	$7.68M	Sell	57,252 -600	-1%	-$76K	3.22%	8
2022 Q3	$6.04M	Sell	57,852 -440	-0.8%	-$50.5K	2.62%	13
2022 Q2	$6.56M	Sell	58,292 -4,050	-6%	-$502K	2.56%	10
2022 Q1	$8.5M	Sell	62,342 -4,825	-7%	-$712K	2.62%	12
2021 Q4	$10.6M	Sell	67,167 -3,550	-5%	-$583K	3.3%	7
2021 Q3	$11.6M	Buy	70,717 +700	+1%	+$110K	3.96%	5
2021 Q2	$10.9M	Sell	70,017 -140	-0.2%	-$22K	3.59%	5
2021 Q1	$10.7M	Sell	70,157 -4,283	-6%	-$616K	3.87%	5
2020 Q4	$9.46M	Buy	74,440 +44,140	+146%	+$4.93M	3.84%	5
2020 Q3	$2.92M	Hold	30,300	–	–	1.3%	30
2020 Q2	$2.85M	Buy	+30,300	New	+$2.87M	1.41%	22
2020 Q1	–	Sell	-11,858	Closed	-$1.65M	–	74
2019 Q4	$1.65M	Buy	11,858 +45	+0.4%	+$5.77K	0.73%	39
2019 Q3	$1.39M	Hold	11,813	–	–	0.69%	39
2019 Q2	$1.32M	Hold	11,813	–	–	0.64%	39
2019 Q1	$1.2M	Buy	11,813 +968	+9%	+$99.7K	0.57%	40
2018 Q4	$1.06M	Buy	10,845 +8,845	+442%	+$942K	0.56%	42
2018 Q3	$225K	Hold	2,000	–	–	0.09%	74
2018 Q2	$208K	Hold	2,000	–	–	0.08%	77
2018 Q1	$219K	Hold	2,000	–	–	0.08%	77
2017 Q4	$213K	Buy	+2,000	New	+$203K	0.08%	79
2017 Q3	–	Sell	-4,000	Closed	-$365K	–	83
2017 Q2	$365K	Hold	4,000	–	–	0.16%	64
2017 Q1	$351K	Hold	4,000	–	–	0.16%	62
2016 Q4	$345K	Hold	4,000	–	–	0.16%	60
2016 Q3	$266K	Hold	4,000	–	–	0.08%	69
2016 Q2	$248K	Sell	4,000 -5,000	-56%	-$312K	0.12%	66
2016 Q1	$532K	Sell	9,000 -2,589	-22%	-$151K	0.26%	54
2015 Q4	$765K	Hold	11,589	–	–	0.3%	52
2015 Q3	$706K	Buy	11,589 +6,589	+132%	+$432K	0.28%	53
2015 Q2	$337K	Hold	5,000	–	–	0.11%	70
2015 Q1	$302K	Buy	+5,000	New	+$296K	0.11%	70

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harvey Capital Management's JPM Position: Q1 2026 in Review

Harvey Capital Management reduced its JPMorgan Chase (JPM) stake by 0.38% in Q1 2026, selling an estimated $44K and leaving 37,577 shares worth $11.1M. The position accounts for 2.52% of the portfolio, ranked #7.

Harvey Capital Management first reported a position in JPM in Q1 2015 and has held it in 43 quarters since. The position peaked at $12.2M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Harvey Capital Management held 37,577 shares of JPMorgan Chase worth $11.1M as of Q1 2026.
Harvey Capital Management sold 145 JPMorgan Chase shares in Q1 2026, an estimated $44K.
JPMorgan Chase made up 2.52% of Harvey Capital Management's portfolio in Q1 2026, its #7 holding.
Harvey Capital Management first reported a position in JPMorgan Chase in Q1 2015 and has held it in 43 quarters since.
Harvey Capital Management's JPMorgan Chase position peaked at $12.2M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Harvey Capital Management's 13F filing for Q1 2026, filed 11 May 2026.