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Aware Super’s JPMorgan Chase JPM Stock Holding History

Aware Super’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 		$88.6M Sell
270,680
-27,951
-9% -$8.68M 1.26% 16
2026
Q1 		$87.8M Buy
+298,631
New +$90.6M 1.33% 12
2025
Q3 		$94.3M Buy
298,835
+40,117
+16% +$11.9M 1.3% 12
2025
Q2 		$75M Buy
258,718
+1,876
+0.7% +$479K 1.1% 16
2025
Q1 		$63M Hold
256,842
– – 1.07% 14
2024
Q4 		$61.6M Buy
+256,842
New +$59.8M 0.98% 14
2023
Q4 		$102M Buy
+317,953
New +$48.2M 1.37% 11

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

Aware Super's JPM Position: Q2 2026 in Review

Aware Super reduced its JPMorgan Chase (JPM) stake by 9.4% in Q2 2026, selling an estimated $8.68M and leaving 270,680 shares worth $88.6M. The position accounts for 1.26% of the portfolio, ranked #16.

Aware Super first reported a position in JPM in Q4 2023 and has held it in 7 quarters since. The position peaked at $102M in Q4 2023. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aware Super held 270,680 shares of JPMorgan Chase worth $88.6M as of Q2 2026.
  • Aware Super sold 27,951 JPMorgan Chase shares in Q2 2026, an estimated $8.68M.
  • JPMorgan Chase made up 1.26% of Aware Super's portfolio in Q2 2026, its #16 holding.
  • Aware Super first reported a position in JPMorgan Chase in Q4 2023 and has held it in 7 quarters since.
  • Aware Super's JPMorgan Chase position peaked at $102M in Q4 2023.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aware Super's 13F filing for Q2 2026, filed 29 Jul 2026.