K.J. Harrison & Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.49M | Sell |
28,846
-39,289
| -58% | -$11.9M | 1.4% | 16 |
|
|
2025
Q4 | $22M | Buy |
68,135
+40,300
| +145% | +$12.5M | 2.92% | 5 |
|
|
2025
Q3 | $8.56M | Buy |
27,835
+5,000
| +22% | +$1.49M | 1.22% | 15 |
|
|
2025
Q2 | $6.62M | Sell |
22,835
-13,000
| -36% | -$3.32M | 1.1% | 23 |
|
|
2025
Q1 | $8.79M | Sell |
35,835
-26,756
| -43% | -$6.82M | 1.72% | 12 |
|
|
2024
Q4 | $15M | Sell |
62,591
-710
| -1% | -$165K | 2.36% | 6 |
|
|
2024
Q3 | $14.1M | Buy |
63,301
+16,000
| +34% | +$3.37M | 2.13% | 7 |
|
|
2024
Q2 | $9.57M | Sell |
47,301
-493
| -1% | -$96.4K | 1.57% | 16 |
|
|
2024
Q1 | $9.57M | Buy |
47,794
+6,211
| +15% | +$1.12M | 1.48% | 14 |
|
|
2023
Q4 | $7.07M | Sell |
41,583
-17
| -0% | -$2.58K | 1.2% | 21 |
|
|
2023
Q3 | $6.03M | Buy |
41,600
+14,977
| +56% | +$2.25M | 1.36% | 22 |
|
|
2023
Q2 | $3.86M | Sell |
26,623
-908
| -3% | -$125K | 0.7% | 38 |
|
|
2023
Q1 | $3.46M | Buy |
27,531
+1,000
| +4% | +$137K | 0.7% | 40 |
|
|
2022
Q4 | $4.82M | Sell |
26,531
-274
| -1% | -$34.7K | 0.94% | 29 |
|
|
2022
Q3 | $3.12M | Sell |
26,805
-5,200
| -16% | -$597K | 1.1% | 19 |
|
|
2022
Q2 | $3.61M | Sell |
32,005
-700
| -2% | -$86.7K | 0.97% | 20 |
|
|
2022
Q1 | $4.46M | Sell |
32,705
-20,900
| -39% | -$3.09M | 0.72% | 38 |
|
|
2021
Q4 | $8.5M | Buy |
53,605
+2,623
| +5% | +$431K | 1.2% | 14 |
|
|
2021
Q3 | $8.39M | Buy |
50,982
+2,017
| +4% | +$316K | 1.22% | 14 |
|
|
2021
Q2 | $7.62K | Sell |
48,965
-5,849
| -11% | -$919K | 0.8% | 16 |
|
|
2021
Q1 | $8.34M | Buy |
54,814
+11,410
| +26% | +$1.64M | 1.29% | 14 |
|
|
2020
Q4 | $5.51M | Buy |
43,404
+9,500
| +28% | +$1.06M | 0.9% | 20 |
|
|
2020
Q3 | $3.27M | Sell |
33,904
-50
| -0.1% | -$4.91K | 0.67% | 44 |
|
|
2020
Q2 | $3.19M | Buy |
33,954
+12,490
| +58% | +$1.19M | 0.87% | 36 |
|
|
2020
Q1 | $1.93M | Sell |
21,464
-20,608
| -49% | -$2.5M | 1.08% | 30 |
|
|
2019
Q4 | $5.87M | Buy |
42,072
+9,250
| +28% | +$1.19M | 1.47% | 14 |
|
|
2019
Q3 | $3.86M | Buy |
32,822
+12,888
| +65% | +$1.46M | 1.07% | 24 |
|
|
2019
Q2 | $2.23M | Sell |
19,934
-1,300
| -6% | -$143K | 0.71% | 48 |
|
|
2019
Q1 | $2.15M | Sell |
21,234
-3,305
| -13% | -$340K | 0.75% | 47 |
|
|
2018
Q4 | $2.4M | Sell |
24,539
-60,805
| -71% | -$6.48M | 1.46% | 23 |
|
|
2018
Q3 | $9.63M | Buy |
85,344
+28,300
| +50% | +$3.21M | 2.48% | 3 |
|
|
2018
Q2 | $5.94M | Buy |
57,044
+5,250
| +10% | +$576K | 1.71% | 8 |
|
|
2018
Q1 | $5.7M | Buy |
51,794
+5,080
| +11% | +$575K | 1.86% | 6 |
|
|
2017
Q4 | $5M | Buy |
46,714
+9,571
| +26% | +$969K | 1.69% | 10 |
|
|
2017
Q3 | $3.55M | Sell |
37,143
-15,061
| -29% | -$1.39M | 1.22% | 26 |
|
|
2017
Q2 | $4.77M | Buy |
52,204
+2,735
| +6% | +$236K | 1.87% | 9 |
|
|
2017
Q1 | $4.34M | Buy |
49,469
+17,949
| +57% | +$1.58M | 1.78% | 11 |
|
|
2016
Q4 | $2.72M | Sell |
31,520
-39,470
| -56% | -$3.01M | 1.09% | 21 |
|
|
2016
Q3 | $4.73M | Sell |
70,990
-1,650
| -2% | -$108K | 2.25% | 3 |
|
|
2016
Q2 | $4.51M | Buy |
72,640
+8,900
| +14% | +$556K | 2.42% | 2 |
|
|
2016
Q1 | $3.77M | Sell |
63,740
-53,168
| -45% | -$3.11M | 2.02% | 8 |
|
|
2015
Q4 | $7.72M | Buy |
116,908
+33,433
| +40% | +$2.18M | 3.39% | 1 |
|
|
2015
Q3 | $5.09M | Buy |
83,475
+43,768
| +110% | +$2.87M | 2.49% | 8 |
|
|
2015
Q2 | $2.69M | Buy |
39,707
+1,300
| +3% | +$84.9K | 0.8% | 43 |
|
|
2015
Q1 | $2.33M | Buy |
38,407
+2,400
| +7% | +$142K | 0.68% | 50 |
|
|
2014
Q4 | $2.25M | Sell |
36,007
-96,000
| -73% | -$5.78M | 0.65% | 44 |
|
|
2014
Q3 | $7.95M | Buy |
132,007
+42
| +0% | +$2.46K | 2.23% | 9 |
|
|
2014
Q2 | $7.6M | Sell |
131,965
-2,508
| -2% | -$141K | 2.17% | 8 |
|
|
2014
Q1 | $8.13M | Sell |
134,473
-12,398
| -8% | -$717K | 2.41% | 5 |
|
|
2013
Q4 | $9.13M | Buy |
146,871
+31,038
| +27% | +$1.7M | 2.69% | 2 |
|
|
2013
Q3 | $5.99M | Buy |
115,833
+3,633
| +3% | +$195K | 2.18% | 11 |
|
|
2013
Q2 | $5.92M | Buy |
+112,200
| New | +$5.7M | 2.38% | 10 |
|
Other funds holding JPM
VCM
VPM
K.J. Harrison & Partners's JPM Position: Q1 2026 in Review
K.J. Harrison & Partners reduced its JPMorgan Chase (JPM) stake by 58% in Q1 2026, selling an estimated $11.9M and leaving 28,846 shares worth $8.49M. The position accounts for 1.4% of the portfolio, ranked #16.
K.J. Harrison & Partners first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $22M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- K.J. Harrison & Partners held 28,846 shares of JPMorgan Chase worth $8.49M as of Q1 2026.
- K.J. Harrison & Partners sold 39,289 JPMorgan Chase shares in Q1 2026, an estimated $11.9M.
- JPMorgan Chase made up 1.4% of K.J. Harrison & Partners's portfolio in Q1 2026, its #16 holding.
- K.J. Harrison & Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- K.J. Harrison & Partners's JPMorgan Chase position peaked at $22M in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.