Auxier Asset Management’s JPMorgan Chase JPM Stock Holding History

Auxier 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	$328K	Sell	1,003 -10	-1%	-$3.1K	0.04%	162
2026 Q1	$298K	Buy	1,013 +48	+5%	+$14.6K	0.04%	156
2025 Q4	$311K	Sell	965 -150	-13%	-$46.4K	0.04%	148
2025 Q3	$352K	Hold	1,115	–	–	0.05%	139
2025 Q2	$323K	Hold	1,115	–	–	0.05%	140
2025 Q1	$274K	Hold	1,115	–	–	0.04%	147
2024 Q4	$267K	Hold	1,115	–	–	0.04%	149
2024 Q3	$235K	Sell	1,115 -22	-2%	-$4.63K	0.03%	162
2024 Q2	$230K	Sell	1,137 -26	-2%	-$5.08K	0.04%	163
2024 Q1	$233K	Buy	+1,163	New	+$210K	0.04%	166

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Auxier Asset Management reduced its JPMorgan Chase (JPM) stake by 0.99% in Q2 2026, selling an estimated $3.1K and leaving 1,003 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #162.

Auxier Asset Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $352K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Auxier Asset Management held 1,003 shares of JPMorgan Chase worth $328K as of Q2 2026.
Auxier Asset Management sold 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
JPMorgan Chase made up 0.04% of Auxier Asset Management's portfolio in Q2 2026, its #162 holding.
Auxier Asset Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
Auxier Asset Management's JPMorgan Chase position peaked at $352K in Q3 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Auxier Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.