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Disclosery

EAGLE HARBOR ASSET MANAGEMENT INC /ADV: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EAGLE HARBOR ASSET MANAGEMENT INC /ADV on JPM, newest first. How the timeline and the estimate are built.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 3,815 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,815 shares
    Change vs previous 13F -422 shares

    0.98% of the 13F portfolio, value $1,248,779.

    13F-HR 0001754960-26-000753 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,237 shares
    Change vs previous 13F -189 shares

    1.07% of the 13F portfolio, value $1,246,467.

    13F-HR 0001754960-26-000752 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,426 shares
    Change vs previous 13F -85 shares

    1.19% of the 13F portfolio, value $1,426,050.

    13F-HR 0001754960-26-000751 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,511 shares
    Change vs previous 13F +473 shares

    1.24% of the 13F portfolio, value $1,422,905.

    13F-HR 0001754960-26-000750 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,038 shares
    Change vs previous 13F -268 shares

    1.13% of the 13F portfolio, value $1,170,657.

    13F-HR 0001754960-26-000749 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,306 shares
    Change vs previous 13F -291 shares

    1.08% of the 13F portfolio, value $1,056,262.

    13F-HR 0001754960-26-000748 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,597 shares
    Change vs previous 13F -36 shares

    1.11% of the 13F portfolio, value $1,101,947.

    13F-HR 0001754960-26-000745 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,633 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $976,914.

    13F-HR 0001754960-26-000744 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).