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Atom Investors’s JPMorgan Chase JPM Stock Holding History

Atom Investors’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 		$213K Sell
652
-6,635
-91% -$2.06M 0.02% 761
2026
Q1 		$2.14M Buy
+7,287
New +$2.21M 0.15% 231
2024
Q4 		– Sell
-15,694
Closed -$3.31M – 568
2024
Q3 		$3.31M Sell
15,694
-2,119
-12% -$446K 0.35% 97
2024
Q2 		$3.6M Buy
17,813
+3,262
+22% +$638K 0.36% 88
2024
Q1 		$2.91M Buy
14,551
+6,375
+78% +$1.15M 0.36% 80
2023
Q4 		$1.39M Sell
8,176
-1,490
-15% -$226K 0.25% 134
2023
Q3 		$1.4M Sell
9,666
-9,524
-50% -$1.43M 0.32% 98
2023
Q2 		$2.79M Buy
19,190
+15,264
+389% +$2.1M 1.06% 15
2023
Q1 		$512K Buy
3,926
+1,134
+41% +$155K 0.28% 100
2022
Q4 		$374K Buy
+2,792
New +$354K 0.19% 110
2022
Q1 		– Sell
-3,991
Closed -$632K – 264
2021
Q4 		$632K Sell
3,991
-2,219
-36% -$364K 0.11% 143
2021
Q3 		$1.02M Buy
6,210
+2,241
+56% +$351K 0.08% 134
2021
Q2 		$617K Buy
3,969
+555
+16% +$87.2K 0.08% 150
2021
Q1 		$520K Sell
3,414
-7,345
-68% -$1.06M 0.09% 152
2020
Q4 		$1.37M Sell
10,759
-13,065
-55% -$1.46M 0.14% 168
2020
Q3 		$2.29M Buy
23,824
+16,870
+243% +$1.66M 0.22% 110
2020
Q2 		$654K Sell
6,954
-59,306
-90% -$5.63M 0.04% 247
2020
Q1 		$5.96M Buy
66,260
+6,268
+10% +$762K 0.52% 46
2019
Q4 		$8.36M Buy
59,992
+1,252
+2% +$161K 0.68% 46
2019
Q3 		$6.91M Sell
58,740
-79,598
-58% -$9M 0.47% 74
2019
Q2 		$15.5M Buy
138,338
+32,511
+31% +$3.58M 1.01% 17
2019
Q1 		$10.7M Buy
105,827
+47,984
+83% +$4.94M 0.91% 24
2018
Q4 		$5.65M Buy
+57,843
New +$6.16M 0.56% 39

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

Atom Investors's JPM Position: Q2 2026 in Review

Atom Investors reduced its JPMorgan Chase (JPM) stake by 91% in Q2 2026, selling an estimated $2.06M and leaving 652 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #761.

Atom Investors first reported a position in JPM in Q4 2018 and has held it in 23 quarters since. The position peaked at $15.5M in Q2 2019. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Atom Investors held 652 shares of JPMorgan Chase worth $213K as of Q2 2026.
  • Atom Investors sold 6,635 JPMorgan Chase shares in Q2 2026, an estimated $2.06M.
  • JPMorgan Chase made up 0.02% of Atom Investors's portfolio in Q2 2026, its #761 holding.
  • Atom Investors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 23 quarters since.
  • Atom Investors's JPMorgan Chase position peaked at $15.5M in Q2 2019.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.