Annandale Capital’s JPMorgan Chase JPM Stock Holding History

Annandale Capital’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	$2.57M	Hold	7,842	–	–	0.35%	55
2026 Q1	$2.31M	Buy	7,842 +6,816	+664%	+$2.07M	0.33%	58
2025 Q4	$331K	Hold	1,026	–	–	0.04%	102
2025 Q3	$324K	Hold	1,026	–	–	0.06%	99
2025 Q2	$297K	Hold	1,026	–	–	0.02%	103
2025 Q1	$252K	Sell	1,026 -49	-5%	-$12.5K	0.02%	112
2024 Q4	$258K	Hold	1,075	–	–	0.04%	111
2024 Q3	$227K	Hold	1,075	–	–	0.03%	119
2024 Q2	$217K	Hold	1,075	–	–	0.04%	119
2024 Q1	$215K	Buy	+1,075	New	+$194K	0.04%	125
2022 Q3	–	Sell	-4,080	Closed	-$459K	–	150
2022 Q2	$459K	Hold	4,080	–	–	0.18%	85
2022 Q1	$556K	Hold	4,080	–	–	0.22%	73
2021 Q4	$646K	Hold	4,080	–	–	0.28%	64
2021 Q3	$668K	Hold	4,080	–	–	0.4%	52
2021 Q2	$635K	Buy	4,080 +62	+2%	+$9.74K	0.38%	52
2021 Q1	$612K	Buy	+4,018	New	+$578K	0.43%	40

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Annandale Capital's JPM Position: Q2 2026 in Review

Annandale Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 7,842 shares worth $2.57M. The position accounts for 0.35% of the portfolio, ranked #55.

Annandale Capital first reported a position in JPM in Q1 2021 and has held it in 16 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Annandale Capital held 7,842 shares of JPMorgan Chase worth $2.57M as of Q2 2026.
Annandale Capital left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.35% of Annandale Capital's portfolio in Q2 2026, its #55 holding.
Annandale Capital first reported a position in JPMorgan Chase in Q1 2021 and has held it in 16 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Annandale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.