Marble Harbor Investment Counsel’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 | $3.35M | Buy |
11,399
+525
| +5% | +$159K | 0.36% | 61 |
|
|
2025
Q4 | $3.5M | Sell |
10,874
-100
| -0.9% | -$31K | 0.37% | 57 |
|
|
2025
Q3 | $3.46M | Sell |
10,974
-100
| -0.9% | -$29.7K | 0.36% | 54 |
|
|
2025
Q2 | $3.21M | Sell |
11,074
-1,233
| -10% | -$315K | 0.35% | 57 |
|
|
2025
Q1 | $3.02M | Sell |
12,307
-100
| -0.8% | -$25.5K | 0.34% | 59 |
|
|
2024
Q4 | $2.97M | Sell |
12,407
-72
| -0.6% | -$16.8K | 0.33% | 58 |
|
|
2024
Q3 | $2.63M | Hold |
12,479
| – | – | 0.29% | 63 |
|
|
2024
Q2 | $2.52M | Hold |
12,479
| – | – | 0.3% | 63 |
|
|
2024
Q1 | $2.5M | Buy |
12,479
+300
| +2% | +$54.1K | 0.29% | 63 |
|
|
2023
Q4 | $2.07M | Buy |
12,179
+100
| +0.8% | +$15.2K | 0.25% | 66 |
|
|
2023
Q3 | $1.75M | Buy |
12,079
+880
| +8% | +$132K | 0.23% | 66 |
|
|
2023
Q2 | $1.63M | Hold |
11,199
| – | – | 0.21% | 69 |
|
|
2023
Q1 | $1.46M | Buy |
11,199
+400
| +4% | +$54.8K | 0.19% | 73 |
|
|
2022
Q4 | $1.45M | Hold |
10,799
| – | – | 0.2% | 69 |
|
|
2022
Q3 | $1.13M | Hold |
10,799
| – | – | 0.17% | 75 |
|
|
2022
Q2 | $1.22M | Buy |
10,799
+447
| +4% | +$55.4K | 0.19% | 77 |
|
|
2022
Q1 | $1.41M | Buy |
10,352
+3,084
| +42% | +$455K | 0.18% | 78 |
|
|
2021
Q4 | $1.15M | Buy |
7,268
+1,050
| +17% | +$172K | 0.13% | 89 |
|
|
2021
Q3 | $1.02M | Hold |
6,218
| – | – | 0.14% | 88 |
|
|
2021
Q2 | $967K | Buy |
6,218
+300
| +5% | +$47.1K | 0.12% | 92 |
|
|
2021
Q1 | $901K | Hold |
5,918
| – | – | 0.12% | 94 |
|
|
2020
Q4 | $752K | Sell |
5,918
-160
| -3% | -$17.9K | 0.11% | 98 |
|
|
2020
Q3 | $585K | Sell |
6,078
-165
| -3% | -$16.2K | 0.1% | 107 |
|
|
2020
Q2 | $587K | Buy |
6,243
+15
| +0.2% | +$1.42K | 0.1% | 101 |
|
|
2020
Q1 | $561K | Buy |
6,228
+85
| +1% | +$10.3K | 0.11% | 94 |
|
|
2019
Q4 | $856K | Buy |
6,143
+1,950
| +47% | +$250K | 0.14% | 89 |
|
|
2019
Q3 | $493K | Sell |
4,193
-13
| -0.3% | -$1.47K | 0.09% | 106 |
|
|
2019
Q2 | $470K | Hold |
4,206
| – | – | 0.08% | 109 |
|
|
2019
Q1 | $426K | Buy |
4,206
+1,200
| +40% | +$124K | 0.08% | 118 |
|
|
2018
Q4 | $293K | Sell |
3,006
-90
| -3% | -$9.59K | 0.06% | 126 |
|
|
2018
Q3 | $349K | Buy |
3,096
+450
| +17% | +$51.1K | 0.06% | 124 |
|
|
2018
Q2 | $276K | Sell |
2,646
-560
| -17% | -$61.4K | 0.05% | 131 |
|
|
2018
Q1 | $353K | Buy |
3,206
+560
| +21% | +$63.4K | 0.07% | 125 |
|
|
2017
Q4 | $283K | Hold |
2,646
| – | – | 0.06% | 140 |
|
|
2017
Q3 | $253K | Buy |
2,646
+200
| +8% | +$18.4K | 0.05% | 148 |
|
|
2017
Q2 | $224K | Sell |
2,446
-425
| -15% | -$36.7K | 0.05% | 142 |
|
|
2017
Q1 | $252K | Buy |
+2,871
| New | +$253K | 0.06% | 139 |
|
Other funds holding JPM
VCM
VPM
Marble Harbor Investment Counsel's JPM Position: Q1 2026 in Review
Marble Harbor Investment Counsel increased its JPMorgan Chase (JPM) stake by 4.8% in Q1 2026, buying an estimated $159K and bringing the position to 11,399 shares worth $3.35M. The position accounts for 0.36% of the portfolio, ranked #61.
Marble Harbor Investment Counsel first reported a position in JPM in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.5M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Marble Harbor Investment Counsel held 11,399 shares of JPMorgan Chase worth $3.35M as of Q1 2026.
- Marble Harbor Investment Counsel bought 525 JPMorgan Chase shares in Q1 2026, an estimated $159K.
- JPMorgan Chase made up 0.36% of Marble Harbor Investment Counsel's portfolio in Q1 2026, its #61 holding.
- Marble Harbor Investment Counsel first reported a position in JPMorgan Chase in Q1 2017 and has held it in 37 quarters since.
- Marble Harbor Investment Counsel's JPMorgan Chase position peaked at $3.5M in Q4 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.