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PGIM Custom Harvest’s JPMorgan Chase JPM Stock Holding History

PGIM Custom Harvest’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 		$4.77M Buy
14,568
+1,227
+9% +$381K 0.06% 75
2026
Q1 		$3.92M Sell
13,341
-1,478
-10% -$449K 0.06% 78
2025
Q4 		$4.78M Buy
14,819
+656
+5% +$203K 0.07% 70
2025
Q3 		$4.47M Buy
14,163
+621
+5% +$185K 0.07% 71
2025
Q2 		$3.93M Sell
13,542
-269
-2% -$68.6K 0.08% 61
2025
Q1 		$3.39M Buy
13,811
+1,320
+11% +$337K 0.08% 65
2024
Q4 		$2.99M Sell
12,491
-2,087
-14% -$486K 0.06% 72
2024
Q3 		$3.07M Buy
14,578
+1,045
+8% +$220K 0.06% 71
2024
Q2 		$2.74M Buy
13,533
+7,000
+107% +$1.37M 0.06% 71
2024
Q1 		$1.31M Buy
6,533
+3,202
+96% +$578K 0.03% 95
2023
Q4 		$567K Buy
3,331
+141
+4% +$21.4K 0.02% 119
2023
Q3 		$463K Buy
3,190
+367
+13% +$55K 0.02% 120
2023
Q2 		$411K Sell
2,823
-4,297
-60% -$591K 0.02% 124
2023
Q1 		$928K Buy
7,120
+177
+3% +$24.3K 0.04% 101
2022
Q4 		$931K Buy
+6,943
New +$880K 0.04% 100
2021
Q3 		$1.39M Buy
8,794
+711
+9% +$111K 0.21% 83
2021
Q2 		$1.26M Buy
8,083
+909
+13% +$143K 0.23% 75
2021
Q1 		$1.09M Buy
7,174
+6,165
+611% +$887K 0.27% 68
2020
Q4 		$137K Buy
+1,009
New +$113K 0.05% 132

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PGIM Custom Harvest's JPM Position: Q2 2026 in Review

PGIM Custom Harvest increased its JPMorgan Chase (JPM) stake by 9.2% in Q2 2026, buying an estimated $381K and bringing the position to 14,568 shares worth $4.77M. The position accounts for 0.06% of the portfolio, ranked #75.

PGIM Custom Harvest first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.78M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • PGIM Custom Harvest held 14,568 shares of JPMorgan Chase worth $4.77M as of Q2 2026.
  • PGIM Custom Harvest bought 1,227 JPMorgan Chase shares in Q2 2026, an estimated $381K.
  • JPMorgan Chase made up 0.06% of PGIM Custom Harvest's portfolio in Q2 2026, its #75 holding.
  • PGIM Custom Harvest first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
  • PGIM Custom Harvest's JPMorgan Chase position peaked at $4.78M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.