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Harvey Investment Company’s JPMorgan Chase JPM Stock Holding History

Harvey Investment Company’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 		$5.51M Sell
16,836
-2,070
-11% -$643K 0.6% 36
2026
Q1 		$5.56M Hold
18,906
– – 0.61% 35
2025
Q4 		$6.09M Sell
18,906
-110
-0.6% -$34.1K 0.65% 37
2025
Q3 		$6M Sell
19,016
-250
-1% -$74.4K 0.64% 36
2025
Q2 		$5.58M Hold
19,266
– – 0.61% 37
2025
Q1 		$4.73M Hold
19,266
– – 0.52% 39
2024
Q4 		$4.62M Hold
19,266
– – 0.53% 37
2024
Q3 		$4.06M Hold
19,266
– – 0.46% 40
2024
Q2 		$3.9M Hold
19,266
– – 0.47% 40
2024
Q1 		$3.86M Hold
19,266
– – 0.44% 44
2023
Q4 		$3.28M Hold
19,266
– – 0.4% 44
2023
Q3 		$2.79M Hold
19,266
– – 0.37% 46
2023
Q2 		$2.8M Hold
19,266
– – 0.37% 48
2023
Q1 		$2.51M Sell
19,266
-180
-0.9% -$24.7K 0.31% 48
2022
Q4 		$2.61M Buy
19,446
+360
+2% +$45.6K 0.34% 47
2022
Q3 		$1.99M Sell
19,086
-575
-3% -$66K 0.29% 50
2022
Q2 		$2.21M Sell
19,661
-2
-0% -$248 0.31% 49
2022
Q1 		$2.68M Hold
19,663
– – 0.33% 47
2021
Q4 		$3.11M Hold
19,663
– – 0.36% 46
2021
Q3 		$3.22M Sell
19,663
-200
-1% -$31.4K 0.42% 45
2021
Q2 		$3.09M Sell
19,863
-675
-3% -$106K 0.41% 43
2021
Q1 		$3.13M Sell
20,538
-317
-2% -$45.6K 0.45% 41
2020
Q4 		$2.65M Sell
20,855
-1,400
-6% -$156K 0.37% 44
2020
Q3 		$2.14M Hold
22,255
– – 0.33% 47
2020
Q2 		$2.09M Buy
22,255
+1,159
+5% +$110K 0.35% 48
2020
Q1 		$1.9M Sell
21,096
-500
-2% -$60.7K 0.37% 50
2019
Q4 		$3.01M Hold
21,596
– – 0.46% 42
2019
Q3 		$2.54M Hold
21,596
– – 0.42% 41
2019
Q2 		$2.41M Buy
21,596
+90
+0.4% +$9.92K 0.41% 43
2019
Q1 		$2.18M Buy
21,506
+108
+0.5% +$11.1K 0.37% 44
2018
Q4 		$2.09M Hold
21,398
– – 0.4% 42
2018
Q3 		$2.42M Sell
21,398
-600
-3% -$68.1K 0.42% 40
2018
Q2 		$2.29M Sell
21,998
-716
-3% -$78.5K 0.42% 42
2018
Q1 		$2.5M Buy
22,714
+2,947
+15% +$334K 0.46% 41
2017
Q4 		$2.11M Hold
19,767
– – 0.38% 45
2017
Q3 		$1.89M Sell
19,767
-9,028
-31% -$833K 0.37% 44
2017
Q2 		$2.63M Sell
28,795
-722
-2% -$62.3K 0.53% 38
2017
Q1 		$2.59M Sell
29,517
-4,750
-14% -$419K 0.54% 39
2016
Q4 		$2.96M Hold
34,267
– – 0.62% 38
2016
Q3 		$2.28M Buy
34,267
+1,200
+4% +$78.2K 0.49% 42
2016
Q2 		$2.06M Hold
33,067
– – 0.45% 43
2016
Q1 		$1.96M Buy
33,067
+200
+0.6% +$11.7K 0.43% 43
2015
Q4 		$2.17M Buy
32,867
+171
+0.5% +$11.1K 0.5% 42
2015
Q3 		$1.99M Hold
32,696
– – 0.48% 43
2015
Q2 		$2.21M Hold
32,696
– – 0.51% 43
2015
Q1 		$1.98M Hold
32,696
– – 0.47% 44
2014
Q4 		$2.05M Hold
32,696
– – 0.48% 41
2014
Q3 		$1.97M Hold
32,696
– – 0.5% 43
2014
Q2 		$1.88M Hold
32,696
– – 0.47% 45
2014
Q1 		$1.99M Buy
32,696
+1,025
+3% +$59.2K 0.51% 45
2013
Q4 		$1.85M Sell
31,671
-2,711
-8% -$149K 0.49% 45
2013
Q3 		$1.78M Sell
34,382
-658
-2% -$35.3K 0.5% 45
2013
Q2 		$1.85M Buy
+35,040
New +$1.78M 0.56% 43

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Harvey Investment Company's JPM Position: Q2 2026 in Review

Harvey Investment Company reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $643K and leaving 16,836 shares worth $5.51M. The position accounts for 0.6% of the portfolio, ranked #36.

Harvey Investment Company first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.09M in Q4 2025. 1,809 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Harvey Investment Company held 16,836 shares of JPMorgan Chase worth $5.51M as of Q2 2026.
  • Harvey Investment Company sold 2,070 JPMorgan Chase shares in Q2 2026, an estimated $643K.
  • JPMorgan Chase made up 0.6% of Harvey Investment Company's portfolio in Q2 2026, its #36 holding.
  • Harvey Investment Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Harvey Investment Company's JPMorgan Chase position peaked at $6.09M in Q4 2025.
  • 1,809 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.