Aspect Partners’s JPMorgan Chase JPM Stock Holding History

Aspect 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	$271K	Hold	829	–	–	0.1%	69
2026 Q1	$244K	Buy	829 +2	+0.2%	+$607	0.1%	69
2025 Q4	$266K	Sell	827 -430	-34%	-$133K	0.12%	68
2025 Q3	$396K	Hold	1,257	–	–	0.18%	53
2025 Q2	$364K	Buy	1,257 +55	+5%	+$14K	0.18%	54
2025 Q1	$295K	Sell	1,202 -7	-0.6%	-$1.78K	0.17%	54
2024 Q4	$290K	Sell	1,209 -9	-0.7%	-$2.1K	0.17%	58
2024 Q3	$257K	Sell	1,218 -22	-2%	-$4.63K	0.14%	60
2024 Q2	$251K	Sell	1,240 -52	-4%	-$10.2K	0.15%	63
2024 Q1	$259K	Sell	1,292 -41	-3%	-$7.4K	0.2%	62
2023 Q4	$227K	Buy	+1,333	New	+$202K	0.15%	65

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Aspect Partners's JPM Position: Q2 2026 in Review

Aspect Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 829 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #69.

Aspect Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $396K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Aspect Partners held 829 shares of JPMorgan Chase worth $271K as of Q2 2026.
Aspect Partners left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.1% of Aspect Partners's portfolio in Q2 2026, its #69 holding.
Aspect Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's JPMorgan Chase position peaked at $396K in Q3 2025.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.