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Adapt Investment Managers’s JPMorgan Chase JPM Stock Holding History

Adapt Investment Managers’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 		$9.82M Hold
30,000
– – 0.08% 110
2026
Q1 		$8.82M Buy
+30,000
New +$9.1M 0.12% 101
2025
Q1 		– Sell
-100,000
Closed -$24.1M – 84
2024
Q4 		$24.1M Buy
+100,000
New +$23.3M 0.62% 42

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Adapt Investment Managers's JPM Position: Q2 2026 in Review

Adapt Investment Managers sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 12,329 shares — an estimated $3.83M sold.

Adapt Investment Managers first reported a position in JPM in Q1 2026 and held it in 1 quarter. The position peaked at $3.63M in Q1 2026. 1,921 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Adapt Investment Managers reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Adapt Investment Managers sold 12,329 JPMorgan Chase shares in Q2 2026, an estimated $3.83M.
  • Adapt Investment Managers first reported a position in JPMorgan Chase in Q1 2026 and held it in 1 quarter.
  • Adapt Investment Managers's JPMorgan Chase position peaked at $3.63M in Q1 2026.
  • 1,921 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Adapt Investment Managers's 13F filing for Q2 2026, filed 27 Jul 2026.