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Abner Herrman & Brock’s JPMorgan Chase JPM Stock Holding History

Abner Herrman & Brock’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 		$35M Sell
106,960
-14,396
-12% -$4.47M 3.32% 8
2026
Q1 		$35.7M Sell
121,356
-454
-0.4% -$138K 3.95% 3
2025
Q4 		$39.3M Sell
121,810
-2,018
-2% -$625K 4.01% 4
2025
Q3 		$39.1M Buy
123,828
+595
+0.5% +$177K 4.02% 5
2025
Q2 		$35.7M Sell
123,233
-4,897
-4% -$1.25M 3.99% 5
2025
Q1 		$31.4M Sell
128,130
-1,576
-1% -$402K 4.01% 4
2024
Q4 		$31.1M Sell
129,706
-1,732
-1% -$403K 3.86% 5
2024
Q3 		$27.7M Sell
131,438
-1,171
-0.9% -$247K 3.34% 4
2024
Q2 		$26.8M Sell
132,609
-4,271
-3% -$835K 3.4% 4
2024
Q1 		$27.4M Sell
136,880
-5,001
-4% -$902K 3.42% 4
2023
Q4 		$24.1M Sell
141,881
-2,406
-2% -$365K 3.39% 4
2023
Q3 		$20.9M Sell
144,287
-3,320
-2% -$498K 3.21% 7
2023
Q2 		$21.5M Sell
147,607
-13,182
-8% -$1.81M 3.15% 9
2023
Q1 		$21M Buy
160,789
+671
+0.4% +$91.9K 3.16% 9
2022
Q4 		$21.5M Buy
160,118
+1,909
+1% +$242K 3.3% 6
2022
Q3 		$16.5M Buy
158,209
+2,023
+1% +$232K 3.03% 13
2022
Q2 		$17.6M Sell
156,186
-3,962
-2% -$491K 3.04% 11
2022
Q1 		$21.8M Sell
160,148
-138
-0.1% -$20.4K 3.07% 8
2021
Q4 		$25.4M Sell
160,286
-2,176
-1% -$357K 3.31% 5
2021
Q3 		$26.6M Sell
162,462
-3,234
-2% -$507K 3.74% 4
2021
Q2 		$25.8M Sell
165,696
-3,841
-2% -$603K 3.6% 6
2021
Q1 		$25.8M Sell
169,537
-3,039
-2% -$437K 3.9% 5
2020
Q4 		$21.9M Buy
172,576
+38
+0% +$4.25K 3.42% 7
2020
Q3 		$16.6M Sell
172,538
-1,816
-1% -$178K 2.8% 10
2020
Q2 		$16.4M Sell
174,354
-13,989
-7% -$1.33M 2.95% 10
2020
Q1 		$17M Sell
188,343
-8,625
-4% -$1.05M 3.84% 7
2019
Q4 		$27.5M Sell
196,968
-23,739
-11% -$3.04M 4.09% 4
2019
Q3 		$26M Sell
220,707
-15,009
-6% -$1.7M 3.84% 4
2019
Q2 		$26.4M Buy
235,716
+1,100
+0.5% +$121K 3.78% 5
2019
Q1 		$23.8M Buy
234,616
+2,216
+1% +$228K 3.66% 6
2018
Q4 		$22.7M Buy
232,400
+2,980
+1% +$318K 4.14% 5
2018
Q3 		$25.9M Buy
229,420
+7,377
+3% +$837K 3.7% 4
2018
Q2 		$23.1M Buy
222,043
+3,622
+2% +$397K 3.61% 4
2018
Q1 		$24M Buy
218,421
+5,130
+2% +$581K 3.81% 2
2017
Q4 		$22.8M Buy
213,291
+970
+0.5% +$98.2K 3.84% 2
2017
Q3 		$20.3M Buy
212,321
+4,129
+2% +$381K 3.59% 2
2017
Q2 		$19M Sell
208,192
-8,615
-4% -$743K 3.6% 1
2017
Q1 		$19M Buy
216,807
+2,550
+1% +$225K 3.79% 1
2016
Q4 		$18.4M Sell
214,257
-2,986
-1% -$228K 3.88% 1
2016
Q3 		$14.5M Buy
217,243
+3,592
+2% +$234K 3.29% 2
2016
Q2 		$13.3M Buy
213,651
+6,354
+3% +$397K 3.1% 4
2016
Q1 		$12.3M Buy
207,297
+100,463
+94% +$5.87M 3.09% 3
2015
Q4 		$7.05M Buy
106,834
+225
+0.2% +$14.7K 3.64% 6
2015
Q3 		$6.62M Buy
106,609
+335
+0.3% +$21.9K 3.54% 6
2015
Q2 		$7.03M Buy
106,274
+7,390
+7% +$482K 3.52% 7
2015
Q1 		$5.99M Sell
98,884
-85
-0.1% -$5.03K 3.05% 9
2014
Q4 		$6.19M Sell
98,969
-68,263
-41% -$4.11M 3.14% 9
2014
Q3 		$10.1M Buy
167,232
+1,870
+1% +$109K 2.96% 5
2014
Q2 		$9.53M Buy
165,362
+7,805
+5% +$439K 2.88% 5
2014
Q1 		$9.56M Buy
157,557
+2,526
+2% +$146K 3.07% 3
2013
Q4 		$9.15M Buy
155,031
+69,581
+81% +$3.81M 3.24% 4
2013
Q3 		$4.42M Sell
85,450
-54,378
-39% -$2.92M 2.93% 5
2013
Q2 		$7.38M Buy
+139,828
New +$7.11M 3.13% 4

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Abner Herrman & Brock's JPM Position: Q2 2026 in Review

Abner Herrman & Brock reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $4.47M and leaving 106,960 shares worth $35M. The position accounts for 3.32% of the portfolio, ranked #8.

Abner Herrman & Brock first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.3M in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Abner Herrman & Brock held 106,960 shares of JPMorgan Chase worth $35M as of Q2 2026.
  • Abner Herrman & Brock sold 14,396 JPMorgan Chase shares in Q2 2026, an estimated $4.47M.
  • JPMorgan Chase made up 3.32% of Abner Herrman & Brock's portfolio in Q2 2026, its #8 holding.
  • Abner Herrman & Brock first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Abner Herrman & Brock's JPMorgan Chase position peaked at $39.3M in Q4 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.