Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,644,375
+$1,695,471 QoQ
Shares Held
63,069
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#989
of 5,058 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $41,805,710 across 19 Banks - Diversified names. JPM ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
63,069 | $20,644,375 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
102,000 | $8,429,280 | |
| 3 | BAC |
Bank Of America Corp /De/
|
79,134 | $4,509,055 | |
| 4 | C |
Citigroup Inc
|
18,806 | $2,632,087 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
13,329 | $2,355,234 | |
| 6 | RY |
Royal Bank Of Canada
|
3,314 | $685,898 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
4,276 | $618,352 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,762 | $432,630 |
All Filings in JPM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,644,375 | 63,069 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,948,904 | 64,417 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,975,970 | 43,374 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,152,571 | 38,527 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,990,198 | 37,909 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,939,958 | 36,445 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,652,332 | 36,095 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,149,630 | 33,907 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,732,777 | 43,176 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $9,798,075 | 48,917 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $8,047,771 | 47,312 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $6,288,067 | 43,360 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,166,656 | 42,400 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,433,927 | 41,700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,322,965 | 39,694 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,848,839 | 36,831 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,147,538 | 36,831 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $5,423,645 | 34,251 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $10,797,974 | 65,966 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,470,452 | 73,746 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,665,234 | 63,491 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||