JPM J. P. MORGAN & CO. COM

Ownership history in HARBOR ADVISORY CORP /MA/  ·  37 quarters on record

AI Ownership Summary

HARBOR ADVISORY CORP /MA/ reported J. P. MORGAN & CO. COM (JPM) in 37 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.89% in 2025 Q2. The latest visible filing shows JPM at 2.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR ADVISORY CORP /MA/'s position in J. P. MORGAN & CO. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPM was reported at 2.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.89% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HARBOR ADVISORY CORP /MA/ held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25,861 -3,429 -11.7% 2.52% $8.3M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 29,290 -2,038 -6.5% 2.73% $9.2M 2025-11-12 $318.97
2025 Q2 REDUCED 31,328 -2,332 -6.9% 2.89% $9.1M 2025-08-12 $290.12
2025 Q1 REDUCED 33,660 -168 -0.5% 2.77% $8.3M 2025-05-13 $259.31
2024 Q4 REDUCED 33,828 -934 -2.7% 2.66% $8.1M 2025-01-29 $261.22
2024 Q3 REDUCED 34,762 -204 -0.6% 2.39% $7.3M 2024-10-21 $217.40
2024 Q2 REDUCED 34,966 -2,076 -5.6% 2.44% $7.1M 2024-07-25 $202.19
2024 Q1 REDUCED 37,042 -200 -0.5% 2.53% $7.4M 2024-04-29 $186.24
2023 Q4 REDUCED 37,242 -1,262 -3.3% 2.27% $6.3M 2024-02-05 $167.17
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HARBOR ADVISORY CORP /MA/ and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR ADVISORY CORP /MA/ reported owning JPM?

HARBOR ADVISORY CORP /MA/ reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in HARBOR ADVISORY CORP /MA/'s portfolio?

The largest reported portfolio weight for JPM was 2.89% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR ADVISORY CORP /MA/ reported 25,861 shares, equal to 2.52% of portfolio, with an estimated market value of $8.3M.

What does the chart on this JPM ownership page compare?

The chart compares HARBOR ADVISORY CORP /MA/'s quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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