SEC 13F Intelligence

Harbor Investment Advisory, LLC / JPM

Harbor Investment Advisory, LLC’s Jpmorgan Chase & Co Position

Does Harbor Investment Advisory, LLC own Jpmorgan Chase & Co (JPM)? Yes — 57.7K shares worth $19M (+1.32% of its 13F portfolio) as of Q2 2026, up from 55.8K shares the prior filed quarter.

Position Value
$19M
Q2 2026
Shares
57.7K
% of Portfolio
+1.32%
Quarters Held
27
currently held

Position History JPM

Reported value by quarter
Q4 ’19: $7MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $6MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $9MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $11MQ2 ’24: $11MQ3 ’24: $12MQ4 ’24: $13MQ4 ’24Q1 ’25: $14MQ2 ’25: $16MQ3 ’25: $17MQ4 ’25: $18MQ4 ’25Q1 ’26: $16MQ2 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202657.7K$19M+1.32%
Q1 202655.8K$16M+1.29%
Q4 202569.2K$18M+1.34%
Q3 202568.6K$17M+1.43%
Q2 202569.0K$16M+1.42%
Q1 202569.3K$14M+1.33%
Q4 202469.3K$13M+1.24%
Q3 202468.5K$12M+1.14%
Q2 202468.3K$11M+1.15%
Q1 202468.4K$11M+1.14%
Q4 202365.7K$9M+1.02%
Q3 202365.6K$8M+0.98%
Q2 202365.6K$8M+1.05%
Q1 202351.5K$7M+1.00%
Q4 202251.2K$7M+1.07%
Q3 202252.7K$6M+0.91%
Q2 202253.9K$6M+0.97%
Q1 202255.1K$8M+1.00%
Q4 202152.5K$8M+1.05%
Q3 202152.6K$9M+1.17%
Q2 202152.0K$8M+1.10%
Q1 202150.1K$8M+1.15%
Q4 202048.8K$6M+0.99%
Q3 202046.6K$4M+0.86%
Q2 202047.7K$4M+0.95%
Q1 202047.5K$4M+1.15%
Q4 201946.7K$7M+1.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Harbor Investment Advisory, LLC’s full portfolio or all institutional holders of JPM.