AFM
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Abbot Financial Management’s JPMorgan Chase JPM Stock Holding History

Abbot Financial 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
2020
Q4 		– Sell
-400
Closed -$24K – 140
2020
Q3 		$24K Sell
400
-200
-33% -$19.6K 0.02% 127
2020
Q2 		$35K Hold
600
– – 0.02% 125
2020
Q1 		$35K Buy
+600
New +$72.9K 0.03% 117

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Abbot Financial Management's JPM Position: Q2 2026 in Review

Abbot Financial Management increased its JPMorgan Chase (JPM) stake by 0.12% in Q2 2026, buying an estimated $11.5K and bringing the position to 30,787 shares worth $10.1M. The position accounts for 3.44% of the portfolio, ranked #7.

Abbot Financial Management first reported a position in JPM in Q2 2017 and has held it in 37 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Abbot Financial Management held 30,787 shares of JPMorgan Chase worth $10.1M as of Q2 2026.
  • Abbot Financial Management bought 37 JPMorgan Chase shares in Q2 2026, an estimated $11.5K.
  • JPMorgan Chase made up 3.44% of Abbot Financial Management's portfolio in Q2 2026, its #7 holding.
  • Abbot Financial Management first reported a position in JPMorgan Chase in Q2 2017 and has held it in 37 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.