PHWM
JPM icon

Pine Harbor Wealth Management’s JPMorgan Chase JPM Stock Holding History

Pine Harbor Wealth Management’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 		$966K Buy
2,951
+1
+0% +$311 0.26% 39
2026
Q1 		$868K Buy
2,950
+1
+0% +$303 0.26% 37
2025
Q4 		$950K Buy
2,949
+85
+3% +$26.3K 0.29% 37
2025
Q3 		$903K Buy
2,864
+271
+10% +$80.6K 0.29% 38
2025
Q2 		$752K Buy
2,593
+63
+2% +$16.1K 0.26% 40
2025
Q1 		$621K Sell
2,530
-30
-1% -$7.65K 0.25% 44
2024
Q4 		$614K Buy
2,560
+7
+0.3% +$1.63K 0.25% 46
2024
Q3 		$538K Buy
2,553
+7
+0.3% +$1.47K 0.27% 52
2024
Q2 		$515K Buy
2,546
+204
+9% +$39.9K 0.3% 50
2024
Q1 		$469K Buy
2,342
+20
+0.9% +$3.61K 0.3% 56
2023
Q4 		$395K Buy
+2,322
New +$352K 0.3% 58

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

Pine Harbor Wealth Management's JPM Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, buying an estimated $311 and bringing the position to 2,951 shares worth $966K. The position accounts for 0.26% of the portfolio, ranked #39.

Pine Harbor Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pine Harbor Wealth Management held 2,951 shares of JPMorgan Chase worth $966K as of Q2 2026.
  • Pine Harbor Wealth Management bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.26% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Pine Harbor Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.