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EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s JPMorgan Chase JPM Stock Holding History

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’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 		$1.25M Sell
3,815
-422
-10% -$131K 0.98% 29
2026
Q1 		$1.25M Sell
4,237
-189
-4% -$57.4K 1.07% 24
2025
Q4 		$1.43M Sell
4,426
-85
-2% -$26.3K 1.18% 20
2025
Q3 		$1.42M Buy
4,511
+473
+12% +$141K 1.24% 17
2025
Q2 		$1.17M Sell
4,038
-268
-6% -$68.4K 1.13% 24
2025
Q1 		$1.06M Sell
4,306
-291
-6% -$74.2K 1.07% 27
2024
Q4 		$1.1M Sell
4,597
-36
-0.8% -$8.38K 1.1% 27
2024
Q3 		$977K Sell
4,633
-80
-2% -$16.9K 0.97% 33
2024
Q2 		$953K Sell
4,713
-238
-5% -$46.5K 1.02% 27
2024
Q1 		$992K Sell
4,951
-192
-4% -$34.6K 1.05% 29
2023
Q4 		$875K Sell
5,143
-206
-4% -$31.2K 1.01% 31
2023
Q3 		$776K Buy
5,349
+329
+7% +$49.3K 1.02% 28
2023
Q2 		$730K Hold
5,020
– – 0.96% 28
2023
Q1 		$654K Buy
5,020
+111
+2% +$15.2K 0.89% 38
2022
Q4 		$658K Hold
4,909
– – 0.97% 36
2022
Q3 		$513K Buy
4,909
+355
+8% +$40.7K 0.88% 37
2022
Q2 		$513K Buy
4,554
+245
+6% +$30.4K 0.79% 39
2022
Q1 		$587K Buy
4,309
+88
+2% +$13K 0.76% 39
2021
Q4 		$668K Buy
+4,221
New +$693K 0.88% 30

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's JPM Position: Q2 2026 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV reduced its JPMorgan Chase (JPM) stake by 10% in Q2 2026, selling an estimated $131K and leaving 3,815 shares worth $1.25M. The position accounts for 0.98% of the portfolio, ranked #29.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2025. 3,928 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 3,815 shares of JPMorgan Chase worth $1.25M as of Q2 2026.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV sold 422 JPMorgan Chase shares in Q2 2026, an estimated $131K.
  • JPMorgan Chase made up 0.98% of EAGLE HARBOR ASSET MANAGEMENT INC /ADV's portfolio in Q2 2026, its #29 holding.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV's JPMorgan Chase position peaked at $1.43M in Q4 2025.
  • 3,928 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q2 2026, filed 11 Aug 2026.