Position in JPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$18,897,742
+$2,475,378 QoQ
Shares Held
57,733
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#1,033
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $29,264,631 across 8 Banks - Diversified names. JPM ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
57,733 | $18,897,742 | |
| 2 | BAC |
Bank Of America Corp /De/
|
121,497 | $6,922,899 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
8,356 | $1,208,361 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
13,037 | $1,077,377 | |
| 5 | C |
Citigroup Inc
|
6,401 | $895,883 | |
| 6 | RY |
Royal Bank Of Canada
|
1,079 | $223,320 | |
| 7 | TD |
Toronto Dominion Bank
|
262 | $31,814 | |
| 8 | UBS |
UBS Group AG
|
146 | $7,235 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,897,742 | 57,733 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $16,422,364 | 55,828 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $22,311,801 | 69,244 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $21,650,168 | 68,637 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $19,993,063 | 68,963 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $17,009,347 | 69,341 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $16,609,026 | 69,288 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $14,446,440 | 68,512 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $13,816,380 | 68,310 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $13,695,312 | 68,374 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $11,182,884 | 65,743 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,515,922 | 65,618 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,535,482 | 65,563 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,714,743 | 51,529 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,861,494 | 51,167 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,511,434 | 52,741 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,066,075 | 53,868 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,514,094 | 55,121 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $8,307,991 | 52,466 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $8,609,111 | 52,594 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $8,085,124 | 51,981 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $7,632,964 | 50,141 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $6,198,347 | 48,779 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,490,225 | 46,642 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,485,815 | 47,691 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $4,280,026 | 47,540 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||