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Americana Partners’s JPMorgan Chase JPM Stock Holding History

Americana 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 		$78.3M Buy
239,187
+15,822
+7% +$4.91M 1.76% 12
2026
Q1 		$65.7M Buy
223,365
+5,566
+3% +$1.69M 1.71% 13
2025
Q4 		$70.2M Buy
217,799
+6,949
+3% +$2.15M 1.93% 7
2025
Q3 		$66.5M Buy
210,850
+4,683
+2% +$1.39M 2% 5
2025
Q2 		$59.8M Buy
206,167
+2,541
+1% +$648K 2.06% 5
2025
Q1 		$49.9M Buy
203,626
+6,595
+3% +$1.68M 1.94% 6
2024
Q4 		$47.2M Buy
197,031
+166,436
+544% +$38.8M 1.93% 7
2024
Q3 		$6.45M Buy
30,595
+268
+0.9% +$56.4K 0.44% 61
2024
Q2 		$6.13M Buy
30,327
+508
+2% +$99.3K 0.48% 54
2024
Q1 		$5.97M Buy
29,819
+309
+1% +$55.8K 0.5% 56
2023
Q4 		$5.2M Sell
29,510
-1,098
-4% -$166K 0.5% 55
2023
Q3 		$4.4M Sell
30,608
-2,075
-6% -$311K 0.48% 58
2023
Q2 		$4.75M Buy
32,683
+2,969
+10% +$408K 0.61% 39
2023
Q1 		$3.87M Buy
29,714
+376
+1% +$51.5K 0.61% 40
2022
Q4 		$3.94M Buy
29,338
+406
+1% +$51.4K 0.68% 38
2022
Q3 		$3.01M Sell
28,932
-908
-3% -$104K 0.54% 49
2022
Q2 		$3.32M Buy
29,840
+1,471
+5% +$182K 0.59% 52
2022
Q1 		$2.39M Buy
28,369
+1,902
+7% +$281K 0.73% 32
2021
Q4 		$4.19M Sell
26,467
-174
-0.7% -$28.6K 0.76% 35
2021
Q3 		$4.36M Buy
26,641
+9,322
+54% +$1.46M 1.05% 18
2021
Q2 		$2.69M Sell
17,319
-24
-0.1% -$3.77K 1.37% 16
2021
Q1 		$2.64M Sell
17,343
-194
-1% -$27.9K 1.63% 13
2020
Q4 		$2.23M Buy
17,537
+612
+4% +$68.4K 1.71% 13
2020
Q3 		$1.63M Buy
16,925
+562
+3% +$55.2K 1.48% 16
2020
Q2 		$1.54M Sell
16,363
-2,799
-15% -$266K 1.15% 22
2020
Q1 		$1.73M Buy
19,162
+5,682
+42% +$690K 1.76% 17
2019
Q4 		$1.88M Buy
+13,480
New +$1.73M 1.05% 23

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

Americana Partners's JPM Position: Q2 2026 in Review

Americana Partners increased its JPMorgan Chase (JPM) stake by 7.1% in Q2 2026, buying an estimated $4.91M and bringing the position to 239,187 shares worth $78.3M. The position accounts for 1.76% of the portfolio, ranked #12.

Americana Partners first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Americana Partners held 239,187 shares of JPMorgan Chase worth $78.3M as of Q2 2026.
  • Americana Partners bought 15,822 JPMorgan Chase shares in Q2 2026, an estimated $4.91M.
  • JPMorgan Chase made up 1.76% of Americana Partners's portfolio in Q2 2026, its #12 holding.
  • Americana Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.