Bank Julius Baer & Co
JPM icon

Bank Julius Baer & Co’s JPMorgan Chase JPM Stock Holding History

Bank Julius Baer & Co’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 		$633M Sell
1,931,799
-80,301
-4% -$24.9M 1.64% 15
2026
Q1 		$588M Sell
2,012,100
-152,999
-7% -$46.4M 1.77% 13
2025
Q4 		$698M Buy
2,165,099
+29,916
+1% +$9.26M 1.93% 11
2025
Q3 		$673M Buy
2,135,183
+37,902
+2% +$11.3M 1.9% 12
2025
Q2 		$608M Sell
2,097,281
-15,212
-0.7% -$3.88M 1.81% 13
2025
Q1 		$518M Sell
2,112,493
-14,590
-0.7% -$3.72M 1.68% 14
2024
Q4 		$550M Buy
2,127,083
+134,919
+7% +$31.4M 1.7% 14
2024
Q3 		$478M Sell
1,992,164
-148,341
-7% -$31.2M 1.61% 14
2024
Q2 		$472M Sell
2,140,505
-422,370
-16% -$82.6M 1.8% 12
2024
Q1 		$511M Buy
2,562,875
+340,828
+15% +$61.5M 1.96% 13
2023
Q4 		$430M Buy
2,222,047
+98,897
+5% +$15M 1.82% 12
2023
Q3 		$308M Buy
2,123,150
+66,403
+3% +$9.95M 1.79% 13
2023
Q2 		$299M Sell
2,056,747
-46,657
-2% -$6.42M 1.78% 12
2023
Q1 		$274M Buy
2,103,404
+105,197
+5% +$14.4M 1.74% 13
2022
Q4 		$268M Buy
1,998,207
+93,819
+5% +$11.9M 1.83% 11
2022
Q3 		$199M Sell
1,904,388
-84,184
-4% -$9.66M 1.51% 19
2022
Q2 		$224M Buy
1,988,572
+16,985
+0.9% +$2.1M 1.58% 20
2022
Q1 		$269M Buy
1,971,587
+33,584
+2% +$4.96M 1.61% 16
2021
Q4 		$307M Sell
1,938,003
-157,396
-8% -$25.8M 1.64% 16
2021
Q3 		$343M Buy
2,095,399
+34,611
+2% +$5.43M 2.13% 11
2021
Q2 		$321M Buy
2,060,788
+87,724
+4% +$13.8M 2.04% 10
2021
Q1 		$300M Buy
1,973,064
+950,108
+93% +$137M 2.25% 9
2020
Q4 		$130M Buy
1,022,956
+35,464
+4% +$3.96M 1.07% 24
2020
Q3 		$95.1M Sell
987,492
-211,297
-18% -$20.7M 0.93% 29
2020
Q2 		$113M Buy
1,198,789
+1,197,167
+73,808% +$114M 1.31% 17
2020
Q1 		$146K Buy
+1,622
New +$197K ﹤0.01% 443

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

Bank Julius Baer & Co's JPM Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its JPMorgan Chase (JPM) stake by 4% in Q2 2026, selling an estimated $24.9M and leaving 1,931,799 shares worth $633M. The position accounts for 1.64% of the portfolio, ranked #15.

Bank Julius Baer & Co first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $698M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bank Julius Baer & Co held 1,931,799 shares of JPMorgan Chase worth $633M as of Q2 2026.
  • Bank Julius Baer & Co sold 80,301 JPMorgan Chase shares in Q2 2026, an estimated $24.9M.
  • JPMorgan Chase made up 1.64% of Bank Julius Baer & Co's portfolio in Q2 2026, its #15 holding.
  • Bank Julius Baer & Co first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's JPMorgan Chase position peaked at $698M in Q4 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.