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Atomi Financial Group’s JPMorgan Chase JPM Stock Holding History

Atomi Financial Group’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 		$25.3M Buy
77,143
+1,312
+2% +$407K 0.66% 30
2026
Q1 		$22.3M Sell
75,831
-4,028
-5% -$1.22M 0.68% 31
2025
Q4 		$25.7M Buy
79,859
+8,749
+12% +$2.71M 0.75% 31
2025
Q3 		$22.4M Buy
71,110
+4,720
+7% +$1.4M 0.73% 29
2025
Q2 		$19.2M Buy
66,390
+3,725
+6% +$951K 0.73% 29
2025
Q1 		$15.4M Buy
62,665
+874
+1% +$223K 0.7% 31
2024
Q4 		$14.8M Buy
61,791
+6,975
+13% +$1.62M 0.75% 29
2024
Q3 		$11.6M Buy
54,816
+3,001
+6% +$632K 0.72% 27
2024
Q2 		$10.5M Buy
51,815
+6,636
+15% +$1.3M 0.78% 26
2024
Q1 		$9.05M Buy
45,179
+5,851
+15% +$1.06M 0.83% 20
2023
Q4 		$6.69M Buy
39,328
+9,683
+33% +$1.47M 0.93% 15
2023
Q3 		$4.3M Buy
29,645
+599
+2% +$89.8K 1.44% 6
2023
Q2 		$4.22M Buy
29,046
+210
+0.7% +$28.9K 1.93% 4
2023
Q1 		$3.76M Buy
+28,836
New +$3.95M 2.1% 4

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

Atomi Financial Group's JPM Position: Q2 2026 in Review

Atomi Financial Group increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $407K and bringing the position to 77,143 shares worth $25.3M. The position accounts for 0.66% of the portfolio, ranked #30.

Atomi Financial Group first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $25.7M in Q4 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Atomi Financial Group held 77,143 shares of JPMorgan Chase worth $25.3M as of Q2 2026.
  • Atomi Financial Group bought 1,312 JPMorgan Chase shares in Q2 2026, an estimated $407K.
  • JPMorgan Chase made up 0.66% of Atomi Financial Group's portfolio in Q2 2026, its #30 holding.
  • Atomi Financial Group first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's JPMorgan Chase position peaked at $25.7M in Q4 2025.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.