6F
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626 Financial’s JPMorgan Chase JPM Stock Holding History

626 Financial’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 		$2.66M Sell
8,117
-95
-1% -$29.5K 1.03% 20
2026
Q1 		$2.42M Sell
8,212
-1,111
-12% -$337K 1.08% 18
2025
Q4 		$3M Sell
9,323
-1,295
-12% -$401K 1.29% 16
2025
Q3 		$3.35M Sell
10,618
-123
-1% -$36.6K 1.47% 15
2025
Q2 		$3.11M Sell
10,741
-98
-0.9% -$25K 1.46% 15
2025
Q1 		$2.66M Buy
10,839
+205
+2% +$52.3K 1.37% 15
2024
Q4 		$2.55M Sell
10,634
-224
-2% -$52.2K 1.37% 18
2024
Q3 		$2.29M Sell
10,858
-133
-1% -$28K 1.27% 19
2024
Q2 		$2.22M Sell
10,991
-249
-2% -$48.7K 1.28% 17
2024
Q1 		$2.25M Sell
11,240
-264
-2% -$47.6K 1.36% 15
2023
Q4 		$1.96M Sell
11,504
-541
-4% -$82K 1.29% 17
2023
Q3 		$1.75M Sell
12,045
-244
-2% -$36.6K 1.18% 18
2023
Q2 		$1.79M Sell
12,289
-813
-6% -$112K 1.14% 16
2023
Q1 		$1.71M Sell
13,102
-414
-3% -$56.7K 1.13% 17
2022
Q4 		$1.81M Sell
13,516
-295
-2% -$37.4K 1.26% 20
2022
Q3 		$1.44M Sell
13,811
-718
-5% -$82.4K 1.17% 19
2022
Q2 		$1.64M Buy
14,529
+288
+2% +$35.7K 1.24% 18
2022
Q1 		$1.94M Buy
14,241
+857
+6% +$127K 1.24% 19
2021
Q4 		$2.12M Buy
+13,384
New +$2.2M 1.3% 18
2021
Q1 		$1.94M Buy
+14,241
New +$2.05M 1.24% 19

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

626 Financial's JPM Position: Q2 2026 in Review

626 Financial reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $29.5K and leaving 8,117 shares worth $2.66M. The position accounts for 1.03% of the portfolio, ranked #20.

626 Financial first reported a position in JPM in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.35M in Q3 2025. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • 626 Financial held 8,117 shares of JPMorgan Chase worth $2.66M as of Q2 2026.
  • 626 Financial sold 95 JPMorgan Chase shares in Q2 2026, an estimated $29.5K.
  • JPMorgan Chase made up 1.03% of 626 Financial's portfolio in Q2 2026, its #20 holding.
  • 626 Financial first reported a position in JPMorgan Chase in Q1 2021 and has held it in 20 quarters since.
  • 626 Financial's JPMorgan Chase position peaked at $3.35M in Q3 2025.
  • 3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.