ASL Financial’s JPMorgan Chase JPM Stock Holding History

ASL Financial’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	$719K	Hold	2,196	–	–	0.51%	40
2026 Q1	$646K	Buy	2,196 +22	+1%	+$6.68K	0.52%	36
2025 Q4	$701K	Buy	+2,174	New	+$673K	0.55%	34

Other funds holding JPM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

ASL Financial's JPM Position: Q2 2026 in Review

ASL Financial held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,196 shares worth $719K. The position accounts for 0.51% of the portfolio, ranked #40.

ASL Financial first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,416 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

ASL Financial held 2,196 shares of JPMorgan Chase worth $719K as of Q2 2026.
ASL Financial left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.51% of ASL Financial's portfolio in Q2 2026, its #40 holding.
ASL Financial first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
3,416 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ASL Financial's 13F filing for Q2 2026, filed 21 Jul 2026.