Austin Asset Management’s JPMorgan Chase JPM Stock Holding History

Austin Asset Management’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	$305K	Sell	931 -22	-2%	-$6.83K	0.04%	74
2026 Q1	$280K	Sell	953 -2	-0.2%	-$607	0.05%	72
2025 Q4	$308K	Sell	955 -73	-7%	-$22.6K	0.05%	63
2025 Q3	$324K	Buy	1,028 +83	+9%	+$24.7K	0.06%	61
2025 Q2	$274K	Sell	945 -140	-13%	-$35.7K	0.05%	65
2025 Q1	$266K	Buy	1,085 +215	+25%	+$54.8K	0.06%	66
2024 Q4	$209K	Buy	+870	New	+$203K	0.04%	68

Other funds holding JPM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Austin Asset Management's JPM Position: Q2 2026 in Review

Austin Asset Management reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $6.83K and leaving 931 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #74.

Austin Asset Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q3 2025. 3,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Austin Asset Management held 931 shares of JPMorgan Chase worth $305K as of Q2 2026.
Austin Asset Management sold 22 JPMorgan Chase shares in Q2 2026, an estimated $6.83K.
JPMorgan Chase made up 0.04% of Austin Asset Management's portfolio in Q2 2026, its #74 holding.
Austin Asset Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Austin Asset Management's JPMorgan Chase position peaked at $324K in Q3 2025.
3,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Austin Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.