Barden Capital Management’s JPMorgan Chase JPM Stock Holding History

Barden Capital 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	–	Sell	-5,772	Closed	-$1.7M	–	58
2026 Q1	$1.7M	Hold	5,772	–	–	1.45%	25
2025 Q4	$1.86M	Sell	5,772 -79	-1%	-$24.5K	1.53%	23
2025 Q3	$1.85M	Buy	+5,851	New	+$1.74M	1.53%	24
2025 Q2	–	Sell	-6,051	Closed	-$1.48M	–	57
2025 Q1	$1.48M	Buy	+6,051	New	+$1.54M	1.32%	29
2024 Q3	–	Sell	-6,015	Closed	-$1.22M	–	61
2024 Q2	$1.22M	Hold	6,015	–	–	1.15%	36
2024 Q1	$1.2M	Sell	6,015 -116	-2%	-$20.9K	1.16%	36
2023 Q4	$889K	Hold	6,131	–	–	0.72%	52
2023 Q3	$889K	Buy	6,131 +116	+2%	+$17.4K	0.87%	45
2023 Q2	$875K	Hold	6,015	–	–	0.96%	47
2023 Q1	$784K	Buy	+6,015	New	+$824K	0.75%	54
2022 Q4	–	Sell	-6,015	Closed	-$629K	–	66
2022 Q3	$629K	Buy	+6,015	New	+$690K	0.73%	57

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

Barden Capital Management's JPM Position: Q2 2026 in Review

Barden Capital Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 5,772 shares — an estimated $1.7M sold.

Barden Capital Management first reported a position in JPM in Q3 2022 and held it in 11 quarters. The position peaked at $1.86M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Barden Capital Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Barden Capital Management sold 5,772 JPMorgan Chase shares in Q2 2026, an estimated $1.7M.
Barden Capital Management first reported a position in JPMorgan Chase in Q3 2022 and held it in 11 quarters.
Barden Capital Management's JPMorgan Chase position peaked at $1.86M in Q4 2025.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.