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AGP Franklin’s JPMorgan Chase JPM Stock Holding History

AGP Franklin’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 		$7.99M Buy
24,405
+568
+2% +$176K 3.46% 5
2026
Q1 		$7.01M Buy
23,837
+616
+3% +$187K 3.5% 5
2025
Q4 		$7.48M Sell
23,221
-408
-2% -$126K 3.51% 6
2025
Q3 		$7.45M Buy
23,629
+747
+3% +$222K 3.63% 5
2025
Q2 		$6.63M Buy
22,882
+293
+1% +$74.8K 3.51% 4
2025
Q1 		$5.27M Buy
22,589
+427
+2% +$109K 3.25% 6
2024
Q4 		$5.31M Buy
+22,162
New +$5.16M 3.23% 7

Other funds holding JPM

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AGP Franklin's JPM Position: Q2 2026 in Review

AGP Franklin increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $176K and bringing the position to 24,405 shares worth $7.99M. The position accounts for 3.46% of the portfolio, ranked #5.

AGP Franklin first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AGP Franklin held 24,405 shares of JPMorgan Chase worth $7.99M as of Q2 2026.
  • AGP Franklin bought 568 JPMorgan Chase shares in Q2 2026, an estimated $176K.
  • JPMorgan Chase made up 3.46% of AGP Franklin's portfolio in Q2 2026, its #5 holding.
  • AGP Franklin first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 3,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AGP Franklin's 13F filing for Q2 2026, filed 30 Jul 2026.