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Bard Associates’s JPMorgan Chase JPM Stock Holding History

Bard Associates’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 		$13.1K Buy
+40
New +$12.4K ﹤0.01% 215

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

Bard Associates's JPM Position: Q2 2026 in Review

Bard Associates opened a new position in JPMorgan Chase (JPM) in Q2 2026: 40 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #215 among its holdings.

5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bard Associates held 40 shares of JPMorgan Chase worth $13.1K as of Q2 2026.
  • JPMorgan Chase was a new Bard Associates position in Q2 2026.
  • JPMorgan Chase made up ﹤0.01% of Bard Associates's portfolio in Q2 2026, its #215 holding.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.