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Royal Harbor Partners’s JPMorgan Chase JPM Stock Holding History

Royal Harbor Partners’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 		$4.06M Buy
12,410
+64
+0.5% +$19.9K 1.26% 23
2026
Q1 		$3.63M Sell
12,346
-506
-4% -$154K 1.23% 25
2025
Q4 		$4.14M Sell
12,852
-522
-4% -$162K 1.37% 22
2025
Q3 		$4.22M Sell
13,374
-8
-0.1% -$2.38K 1.43% 21
2025
Q2 		$3.88M Sell
13,382
-210
-2% -$53.6K 1.42% 22
2025
Q1 		$3.33M Sell
13,592
-1,267
-9% -$323K 1.29% 22
2024
Q4 		$3.56M Sell
14,859
-698
-4% -$163K 1.34% 21
2024
Q3 		$3.28M Sell
15,557
-224
-1% -$47.2K 1.28% 22
2024
Q2 		$3.19M Sell
15,781
-1,174
-7% -$230K 1.32% 23
2024
Q1 		$3.4M Buy
16,955
+132
+0.8% +$23.8K 1.48% 21
2023
Q4 		$2.86M Buy
16,823
+532
+3% +$80.6K 1.33% 18
2023
Q3 		$2.36M Buy
16,291
+361
+2% +$54.1K 1.23% 20
2023
Q2 		$2.32M Sell
15,930
-122
-0.8% -$16.8K 1.14% 27
2023
Q1 		$2.09M Sell
16,052
-2,328
-13% -$319K 1.12% 26
2022
Q4 		$2.46M Sell
18,380
-1,282
-7% -$162K 1.52% 20
2022
Q3 		$2.06M Sell
19,662
-682
-3% -$78.3K 1.4% 28
2022
Q2 		$2.29M Buy
+20,344
New +$2.52M 1.57% 24
2022
Q1 		– Sell
-9,227
Closed -$1.46M – 82
2021
Q4 		$1.46M Buy
9,227
+321
+4% +$52.7K 0.93% 33
2021
Q3 		$1.46M Sell
8,906
-2,254
-20% -$353K 1.04% 27
2021
Q2 		$1.74M Buy
11,160
+705
+7% +$111K 1.16% 20
2021
Q1 		$1.59M Buy
10,455
+943
+10% +$136K 1.21% 19
2020
Q4 		$1.21M Buy
+9,512
New +$1.06M 1.01% 23
2020
Q1 		– Sell
-9,048
Closed -$1.26M – 79
2019
Q4 		$1.26M Buy
+9,048
New +$1.16M 1.21% 25

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Royal Harbor Partners's JPM Position: Q2 2026 in Review

Royal Harbor Partners increased its JPMorgan Chase (JPM) stake by 0.52% in Q2 2026, buying an estimated $19.9K and bringing the position to 12,410 shares worth $4.06M. The position accounts for 1.26% of the portfolio, ranked #23.

Royal Harbor Partners first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.22M in Q3 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Royal Harbor Partners held 12,410 shares of JPMorgan Chase worth $4.06M as of Q2 2026.
  • Royal Harbor Partners bought 64 JPMorgan Chase shares in Q2 2026, an estimated $19.9K.
  • JPMorgan Chase made up 1.26% of Royal Harbor Partners's portfolio in Q2 2026, its #23 holding.
  • Royal Harbor Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • Royal Harbor Partners's JPMorgan Chase position peaked at $4.22M in Q3 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.