Armstrong Fleming & Moore’s JPMorgan Chase JPM Stock Holding History

Armstrong Fleming & Moore’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	$2.12M	Sell	6,490 -1,914	-23%	-$594K	0.7%	24
2026 Q1	$2.47M	Hold	8,404	–	–	1.05%	16
2025 Q4	$2.71M	Sell	8,404 -482	-5%	-$149K	1.25%	13
2025 Q3	$2.8M	Sell	8,886 -1,531	-15%	-$455K	1.34%	13
2025 Q2	$3.02M	Buy	10,417 +5,348	+106%	+$1.36M	1.64%	10
2025 Q1	$1.24M	Sell	5,069 -5,248	-51%	-$1.34M	1.51%	18
2024 Q4	$2.47M	Hold	10,317	–	–	1.5%	11
2024 Q3	$2.18M	Buy	10,317 +2	+0%	+$421	1.27%	14
2024 Q2	$2.09M	Hold	10,315	–	–	1.34%	14
2024 Q1	$2.07M	Buy	10,315 +120	+1%	+$21.7K	1.43%	13
2023 Q4	$1.73M	Hold	10,195	–	–	1.31%	17
2023 Q3	$1.48M	Hold	10,195	–	–	1.43%	17
2023 Q2	$1.48M	Buy	+10,195	New	+$1.4M	1.36%	17

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

Armstrong Fleming & Moore's JPM Position: Q2 2026 in Review

Armstrong Fleming & Moore reduced its JPMorgan Chase (JPM) stake by 23% in Q2 2026, selling an estimated $594K and leaving 6,490 shares worth $2.12M. The position accounts for 0.7% of the portfolio, ranked #24.

Armstrong Fleming & Moore first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.02M in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Armstrong Fleming & Moore held 6,490 shares of JPMorgan Chase worth $2.12M as of Q2 2026.
Armstrong Fleming & Moore sold 1,914 JPMorgan Chase shares in Q2 2026, an estimated $594K.
JPMorgan Chase made up 0.7% of Armstrong Fleming & Moore's portfolio in Q2 2026, its #24 holding.
Armstrong Fleming & Moore first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
Armstrong Fleming & Moore's JPMorgan Chase position peaked at $3.02M in Q2 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2026, filed 28 Jul 2026.