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Harbert Fund Advisors, Inc.

SEC CIK
0001616659
Latest filing
Aug 17, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Harbert Fund Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of JPM by Harbert Fund Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−5,000−100.0%Sold outHolders
Q1 20255,000$1.23M1.4%+1,000+25.0%AddedHolders
Q4 20244,000$958.8K0.8%+1,500+60.0%AddedHolders
Q3 20242,500$527.1K0.4%−125−4.8%ReducedHolders
Q2 20242,625$530.9K0.4%+50+1.9%AddedHolders
Q1 20242,575$515.8K0.4%−5,075−66.3%ReducedHolders
Q4 20237,650$1.30M0.9%+7,650NewHolders