Position in JPM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$13,303,091
-$5,089,871 QoQ
Shares Held
45,224
-20.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026HARBOR CAPITAL ADVISORS, INC. holds $20,875,800 across 6 Banks - Diversified names. JPM ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
45,224 | $13,303,091 | |
| 2 | BAC |
Bank Of America Corp /De/
|
106,909 | $5,211,813 | |
| 3 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
38,175 | $2,003,424 | |
| 4 | C |
Citigroup Inc
|
1,139 | $129,173 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,042 | $123,612 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
1,315 | $104,687 |
All Filings in JPM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,303,091 | 45,224 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $18,392,962 | 57,082 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $18,028,717 | 57,156 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $16,071,740 | 55,437 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $13,668,606 | 55,722 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $14,452,115 | 60,290 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $12,411,430 | 58,861 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,788,117 | 58,282 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $11,652,051 | 58,173 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||