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Safe Harbor Fiduciary’s JPMorgan Chase JPM Stock Holding History

Safe Harbor Fiduciary’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 		$734K Buy
2,242
+4
+0.2% +$1.24K 0.57% 37
2026
Q1 		$658K Sell
2,238
-15
-0.7% -$4.55K 0.63% 36
2025
Q4 		$726K Buy
+2,253
New +$698K 0.64% 38
2025
Q2 		$810K Sell
2,793
-108
-4% -$27.6K 0.76% 32
2025
Q1 		$712K Hold
2,901
– – 0.74% 31
2024
Q4 		$695K Sell
2,901
-53
-2% -$12.3K 0.71% 29
2024
Q3 		$623K Buy
+2,954
New +$622K 0.58% 33

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

Safe Harbor Fiduciary's JPM Position: Q2 2026 in Review

Safe Harbor Fiduciary increased its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, buying an estimated $1.24K and bringing the position to 2,242 shares worth $734K. The position accounts for 0.57% of the portfolio, ranked #37.

Safe Harbor Fiduciary first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $810K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Safe Harbor Fiduciary held 2,242 shares of JPMorgan Chase worth $734K as of Q2 2026.
  • Safe Harbor Fiduciary bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 0.57% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #37 holding.
  • Safe Harbor Fiduciary first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • Safe Harbor Fiduciary's JPMorgan Chase position peaked at $810K in Q2 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.