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Atwater Malick’s JPMorgan Chase JPM Stock Holding History

Atwater Malick’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 		$666K Buy
2,036
+175
+9% +$54.3K 0.15% 67
2026
Q1 		$547K Sell
1,861
-19
-1% -$5.77K 0.15% 59
2025
Q4 		$606K Buy
1,880
+19
+1% +$5.88K 0.17% 50
2025
Q3 		$587K Hold
1,861
– – 0.17% 53
2025
Q2 		$540K Hold
1,861
– – 0.17% 52
2025
Q1 		$457K Hold
1,861
– – 0.15% 53
2024
Q4 		$446K Hold
1,861
– – 0.15% 52
2024
Q3 		$392K Hold
1,861
– – 0.13% 58
2024
Q2 		$376K Hold
1,861
– – 0.13% 58
2024
Q1 		$373K Buy
1,861
+38
+2% +$6.86K 0.13% 60
2023
Q4 		$310K Buy
+1,823
New +$276K 0.12% 58
2019
Q4 		– Sell
-631
Closed -$74K – 120
2019
Q3 		$74K Buy
+631
New +$71.4K 0.06% 59

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

Atwater Malick's JPM Position: Q2 2026 in Review

Atwater Malick increased its JPMorgan Chase (JPM) stake by 9.4% in Q2 2026, buying an estimated $54.3K and bringing the position to 2,036 shares worth $666K. The position accounts for 0.15% of the portfolio, ranked #67.

Atwater Malick first reported a position in JPM in Q3 2019 and has held it in 12 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Atwater Malick held 2,036 shares of JPMorgan Chase worth $666K as of Q2 2026.
  • Atwater Malick bought 175 JPMorgan Chase shares in Q2 2026, an estimated $54.3K.
  • JPMorgan Chase made up 0.15% of Atwater Malick's portfolio in Q2 2026, its #67 holding.
  • Atwater Malick first reported a position in JPMorgan Chase in Q3 2019 and has held it in 12 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.