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HARMONY ASSET MANAGEMENT LLC: JPM position timeline

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

HARMONY ASSET MANAGEMENT LLC held 10,378 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,378 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $3,397,122.

    13F-HR 0001104659-26-084977 filed by HARMONY ASSET MANAGEMENT LLC
    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 10,378 shares
    Change vs previous 13F +96 shares

    0.93% of the 13F portfolio, value $3,052,767.

    13F-HR 0001104659-26-055537 filed by HARMONY ASSET MANAGEMENT LLC
    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 10,282 shares
    Change vs previous 13F -178 shares

    1.11% of the 13F portfolio, value $3,313,045.

    13F-HR 0001104659-26-011362 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,460 shares
    Change vs previous 13F +409 shares

    1.14% of the 13F portfolio, value $3,299,272.

    13F-HR 0001104659-25-106777 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,051 shares
    Change vs previous 13F +11 shares

    1.09% of the 13F portfolio, value $2,913,896.

    13F-HR 0001104659-25-078435 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,040 shares
    Change vs previous 13F -14 shares

    1.03% of the 13F portfolio, value $2,462,733.

    13F-HR 0001104659-25-043141 filed by HARMONY ASSET MANAGEMENT LLC
    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 10,054 shares
    Change vs previous 13F -556 shares

    0.96% of the 13F portfolio, value $2,410,137.

    13F-HR 0001104659-25-014410 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,610 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,237,120.

    13F-HR 0001104659-24-117939 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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