JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 2003557
As of 2026-06-30, Harbour Trust & Investment Management Co reported 92.52K JPM (shares), valued at $30.29M, or 2.92% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares decreased 0.91%; reported value increased 10.27%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.92% | 92,524 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 2.91% | 93,370 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 3.02% | 91,990 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 2.98% | 91,402 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 2.97% | 92,372 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 2.75% | 92,428 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 2.39% | 87,540 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 2.10% | 87,524 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 2.10% | 87,216 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 2.24% | 88,912 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 2.21% | 92,124 | SEC filing ↗Filed Jan 26, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.21% | 92,124 | $15.67M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 2.24% | 88,912 | $17.81M | Shares decreased 3.49%; reported value increased 13.65%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 2.10% | 87,216 | $17.64M | Shares decreased 1.91%; reported value decreased 0.95%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 2.10% | 87,524 | $18.46M | Shares increased 0.35%; reported value increased 4.62%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 2.39% | 87,540 | $20.98M | Shares increased 0.02%; reported value increased 13.70%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 2.75% | 92,428 | $22.67M | Shares increased 5.58%; reported value increased 8.05%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 2.97% | 92,372 | $26.78M | Shares decreased 0.06%; reported value increased 18.11%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 2.98% | 91,402 | $28.83M | Shares decreased 1.05%; reported value increased 7.66%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 3.02% | 91,990 | $29.64M | Shares increased 0.64%; reported value increased 2.81%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 2.91% | 93,370 | $27.47M | Shares increased 1.50%; reported value decreased 7.34%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 2.92% | 92,524 | $30.29M | Shares decreased 0.91%; reported value increased 10.27%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
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