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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARBOR INVESTMENT ADVISORY, LLC on JPM, newest first. How the timeline and the estimate are built.

HARBOR INVESTMENT ADVISORY, LLC held 58,740 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 58,740 shares
    Change vs previous 13F +1,007 shares

    1.32% of the 13F portfolio, value $19,433,101.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,733 shares
    Change vs previous 13F +1,905 shares

    1.32% of the 13F portfolio, value $18,897,620.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 55,828 shares
    Change vs previous 13F -13,416 shares

    1.29% of the 13F portfolio, value $16,422,281.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 69,244 shares
    Change vs previous 13F +607 shares

    1.34% of the 13F portfolio, value $17,863,953.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 68,637 shares
    Change vs previous 13F -326 shares

    1.43% of the 13F portfolio, value $17,296,376.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 68,963 shares
    Change vs previous 13F -378 shares

    1.43% of the 13F portfolio, value $15,992,393.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 69,341 shares
    Change vs previous 13F +53 shares

    1.33% of the 13F portfolio, value $13,626,581.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 69,288 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $13,303,531.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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