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JPMorgan Chase & Co. shares owned by Harbor Asset Planning

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Harbor Asset Planning from 13F filings

Historical chart of Harbor Asset Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Harbor Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Harbor Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 91 316.88

More positions owned by Harbor Asset Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Harbor Asset Planning

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.