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S Harris Financial Group’s JPMorgan Chase JPM Stock Holding History

S Harris 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 		$5.89M Buy
17,984
+26
+0.1% +$8.07K 4.56% 5
2026
Q1 		$5.28M Sell
17,958
-46
-0.3% -$14K 4.82% 5
2025
Q4 		$5.8M Buy
+18,004
New +$5.57M 5.56% 5

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

S Harris Financial Group's JPM Position: Q2 2026 in Review

S Harris Financial Group increased its JPMorgan Chase (JPM) stake by 0.14% in Q2 2026, buying an estimated $8.07K and bringing the position to 17,984 shares worth $5.89M. The position accounts for 4.56% of the portfolio, ranked #5.

S Harris Financial Group first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • S Harris Financial Group held 17,984 shares of JPMorgan Chase worth $5.89M as of Q2 2026.
  • S Harris Financial Group bought 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
  • JPMorgan Chase made up 4.56% of S Harris Financial Group's portfolio in Q2 2026, its #5 holding.
  • S Harris Financial Group first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.