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New Harbor Financial Group’s JPMorgan Chase JPM Stock Holding History

New Harbor Financial 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 		– Sell
-1,017
Closed -$299K – 72
2026
Q1 		$299K Sell
1,017
-169
-14% -$51.3K 0.05% 45
2025
Q4 		$382K Hold
1,186
– – 0.07% 37
2025
Q3 		$374K Buy
1,186
+371
+46% +$110K 0.08% 38
2025
Q2 		$236K Buy
+815
New +$208K 0.05% 39
2025
Q1 		– Sell
-915
Closed -$219K – 62
2024
Q4 		$219K Sell
915
-85
-9% -$19.8K 0.06% 50
2024
Q3 		$211K Buy
+1,000
New +$211K 0.05% 48
2016
Q3 		$6K Sell
100
-497
-83% -$32.4K 0.01% 71
2016
Q2 		$37K Buy
+597
New +$37.3K 0.04% 40
2015
Q3 		– Sell
-597
Closed -$40K – 160
2015
Q2 		$40K Buy
+597
New +$39K 0.04% 43
2015
Q1 		– Sell
-300
Closed -$19K – 150
2014
Q4 		$19K Buy
+300
New +$18.1K 0.02% 62
2014
Q3 		– Sell
-300
Closed -$17K – 61
2014
Q2 		$17K Hold
300
– – 0.02% 71
2014
Q1 		$18K Hold
300
– – 0.02% 63
2013
Q4 		$18K Hold
300
– – 0.02% 59
2013
Q3 		$16K Hold
300
– – 0.02% 57
2013
Q2 		$16K Buy
+300
New +$15.3K 0.02% 61

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

New Harbor Financial Group's JPM Position: Q2 2026 in Review

New Harbor Financial Group sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,017 shares — an estimated $299K sold.

New Harbor Financial Group first reported a position in JPM in Q2 2013 and held it in 15 quarters. The position peaked at $382K in Q4 2025. 1,699 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • New Harbor Financial Group reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • New Harbor Financial Group sold 1,017 JPMorgan Chase shares in Q2 2026, an estimated $299K.
  • New Harbor Financial Group first reported a position in JPMorgan Chase in Q2 2013 and held it in 15 quarters.
  • New Harbor Financial Group's JPMorgan Chase position peaked at $382K in Q4 2025.
  • 1,699 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on New Harbor Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.