BFS
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Bare Financial Services’s JPMorgan Chase JPM Stock Holding History

Bare Financial Services’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 		$162K Buy
494
+104
+27% +$32.3K 0.04% 59
2026
Q1 		$115K Buy
390
+29
+8% +$8.8K 0.03% 58
2025
Q4 		$116K Buy
361
+3
+0.8% +$929 0.03% 60
2025
Q3 		$113K Buy
358
+27
+8% +$8.03K 0.03% 54
2025
Q2 		$96K Buy
331
+106
+47% +$27.1K 0.03% 54
2025
Q1 		$55.2K Buy
225
+22
+11% +$5.61K 0.02% 60
2024
Q4 		$48.7K Hold
203
– – 0.02% 59
2024
Q3 		$42.8K Hold
203
– – 0.02% 63
2024
Q2 		$43.2K Hold
203
– – 0.02% 63
2024
Q1 		$38.9K Hold
203
– – 0.04% 58
2023
Q4 		$34.5K Buy
+203
New +$30.8K 0.07% 52

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bare Financial Services's JPM Position: Q2 2026 in Review

Bare Financial Services increased its JPMorgan Chase (JPM) stake by 27% in Q2 2026, buying an estimated $32.3K and bringing the position to 494 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #59.

Bare Financial Services first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bare Financial Services held 494 shares of JPMorgan Chase worth $162K as of Q2 2026.
  • Bare Financial Services bought 104 JPMorgan Chase shares in Q2 2026, an estimated $32.3K.
  • JPMorgan Chase made up 0.04% of Bare Financial Services's portfolio in Q2 2026, its #59 holding.
  • Bare Financial Services first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.