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Safe Harbor Family Capital’s JPMorgan Chase JPM Stock Holding History

Safe Harbor Family Capital’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 		$279K Hold
852
– – 0.19% 43
2026
Q1 		$251K Sell
852
-21
-2% -$6.37K 0.2% 42
2025
Q4 		$281K Buy
+873
New +$270K 0.25% 38

Other funds holding JPM

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Safe Harbor Family Capital's JPM Position: Q2 2026 in Review

Safe Harbor Family Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 852 shares worth $279K. The position accounts for 0.19% of the portfolio, ranked #43.

Safe Harbor Family Capital first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Safe Harbor Family Capital held 852 shares of JPMorgan Chase worth $279K as of Q2 2026.
  • Safe Harbor Family Capital left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.19% of Safe Harbor Family Capital's portfolio in Q2 2026, its #43 holding.
  • Safe Harbor Family Capital first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Safe Harbor Family Capital's JPMorgan Chase position peaked at $281K in Q4 2025.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.