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Safe Harbor Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Safe Harbor Wealth Advisors’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
2025
Q4 		$529K Buy
+1,749
New +$541K 0.51% 36

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Safe Harbor Wealth Advisors's JPM Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q4 2025: 1,749 shares worth $529K. The stake represents 0.51% of the portfolio and ranks #36 among its holdings.

5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Safe Harbor Wealth Advisors held 1,749 shares of JPMorgan Chase worth $529K as of Q4 2025.
  • JPMorgan Chase was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • JPMorgan Chase made up 0.51% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #36 holding.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.