1248 Management’s JPMorgan Chase JPM Stock Holding History

1248 Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7M	Hold	32,729	–	–	4.19%	9
2026 Q1	$9.63M	Hold	32,729	–	–	4.46%	7
2025 Q4	$10.5M	Sell	32,729 -541	-2%	-$167K	5.64%	5
2025 Q3	$10.5M	Sell	33,270 -10,909	-25%	-$3.24M	5.92%	3
2025 Q2	$12.8M	Buy	44,179 +32	+0.1%	+$8.17K	4.73%	5
2025 Q1	$10.8M	Buy	44,147 +295	+0.7%	+$75.2K	4.63%	6
2024 Q4	$10.5M	Buy	+43,852	New	+$10.2M	4.53%	5

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

1248 Management's JPM Position: Q2 2026 in Review

1248 Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 32,729 shares worth $10.7M. The position accounts for 4.19% of the portfolio, ranked #9.

1248 Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8M in Q2 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

1248 Management held 32,729 shares of JPMorgan Chase worth $10.7M as of Q2 2026.
1248 Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 4.19% of 1248 Management's portfolio in Q2 2026, its #9 holding.
1248 Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
1248 Management's JPMorgan Chase position peaked at $12.8M in Q2 2025.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 1248 Management's 13F filing for Q2 2026, filed 13 Aug 2026.