AIP
JPM icon

Almanack Investment Partners’s JPMorgan Chase JPM Stock Holding History

Almanack Investment Partners’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 		$2.2M Buy
6,721
+1,980
+42% +$615K 0.28% 57
2026
Q1 		$1.39M Sell
4,741
-19
-0.4% -$5.77K 0.24% 45
2025
Q4 		$1.53M Buy
4,760
+150
+3% +$46.4K 0.26% 49
2025
Q3 		$1.45M Sell
4,610
-982
-18% -$292K 0.22% 59
2025
Q2 		$1.62M Buy
5,592
+563
+11% +$144K 0.26% 59
2025
Q1 		$1.23M Sell
5,029
-114
-2% -$29.1K 0.24% 43
2024
Q4 		$1.23M Buy
5,143
+39
+0.8% +$9.08K 0.19% 67
2024
Q3 		$1.08M Buy
5,104
+164
+3% +$34.5K 0.17% 71
2024
Q2 		$999K Buy
4,940
+26
+0.5% +$5.08K 0.17% 72
2024
Q1 		$984K Buy
4,914
+334
+7% +$60.3K 0.17% 75
2023
Q4 		$779K Sell
4,580
-16
-0.3% -$2.42K 0.14% 73
2023
Q3 		$666K Sell
4,596
-1,775
-28% -$266K 0.13% 72
2023
Q2 		$927K Sell
6,371
-1,100
-15% -$151K 0.16% 65
2023
Q1 		$974K Sell
7,471
-65
-0.9% -$8.91K 0.19% 61
2022
Q4 		$1.01M Sell
7,536
-10,228
-58% -$1.3M 0.22% 52
2022
Q3 		$1.86M Sell
17,764
-6,945
-28% -$797K 0.36% 36
2022
Q2 		$2.78M Buy
24,709
+1,800
+8% +$223K 0.28% 63
2022
Q1 		$3.12M Buy
22,909
+136
+0.6% +$20.1K 0.27% 64
2021
Q4 		$3.61M Buy
22,773
+1,070
+5% +$176K 0.29% 63
2021
Q3 		$3.55M Buy
21,703
+975
+5% +$153K 0.31% 62
2021
Q2 		$3.22M Sell
20,728
-3,452
-14% -$542K 0.31% 63
2021
Q1 		$3.68M Sell
24,180
-221
-0.9% -$31.8K 0.37% 57
2020
Q4 		$3.1M Buy
24,401
+3,979
+19% +$445K 0.35% 54
2020
Q3 		$2.38M Buy
20,422
+2,498
+14% +$245K 0.29% 57
2020
Q2 		$1.69M Sell
17,924
-3,796
-17% -$360K 0.3% 45
2020
Q1 		$1.96M Buy
21,720
+4,770
+28% +$580K 0.42% 41
2019
Q4 		$2.36M Sell
16,950
-1,007
-6% -$129K 0.45% 42
2019
Q3 		$2.11M Sell
17,957
-528
-3% -$59.7K 0.41% 48
2019
Q2 		$2.07M Buy
18,485
+2,259
+14% +$249K 0.48% 39
2019
Q1 		$1.64M Buy
16,226
+1,428
+10% +$147K 0.46% 36
2018
Q4 		$1.45M Sell
14,798
-195
-1% -$20.8K 0.43% 38
2018
Q3 		$1.67M Buy
14,993
+8,952
+148% +$1.02M 0.44% 45
2018
Q2 		$630K Sell
6,041
-83
-1% -$9.11K 0.28% 35
2018
Q1 		$673K Buy
6,124
+1,253
+26% +$142K 0.26% 37
2017
Q4 		$521K Buy
4,871
+3,178
+188% +$322K 0.21% 55
2017
Q3 		$162K Sell
1,693
-99
-6% -$9.13K 0.08% 107
2017
Q2 		$164K Sell
1,792
-2,021
-53% -$174K 0.09% 129
2017
Q1 		$335K Buy
3,813
+736
+24% +$64.9K 0.25% 67
2016
Q4 		$266K Buy
+3,077
New +$235K 0.22% 53

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
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

Almanack Investment Partners's JPM Position: Q2 2026 in Review

Almanack Investment Partners increased its JPMorgan Chase (JPM) stake by 42% in Q2 2026, buying an estimated $615K and bringing the position to 6,721 shares worth $2.2M. The position accounts for 0.28% of the portfolio, ranked #57.

Almanack Investment Partners first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.68M in Q1 2021. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Almanack Investment Partners held 6,721 shares of JPMorgan Chase worth $2.2M as of Q2 2026.
  • Almanack Investment Partners bought 1,980 JPMorgan Chase shares in Q2 2026, an estimated $615K.
  • JPMorgan Chase made up 0.28% of Almanack Investment Partners's portfolio in Q2 2026, its #57 holding.
  • Almanack Investment Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • Almanack Investment Partners's JPMorgan Chase position peaked at $3.68M in Q1 2021.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.