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Barrett & Company’s JPMorgan Chase JPM Stock Holding History

Barrett & Company’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 		$3.25M Buy
9,919
+373
+4% +$116K 0.91% 26
2026
Q1 		$2.81M Buy
9,546
+146
+2% +$44.3K 0.97% 26
2025
Q4 		$3.03M Sell
9,400
-1,299
-12% -$402K 1.01% 25
2025
Q3 		$3.37M Sell
10,699
-173
-2% -$51.5K 1.16% 23
2025
Q2 		$3.15M Buy
10,872
+16
+0.1% +$4.08K 1.18% 23
2025
Q1 		$2.66M Buy
10,856
+740
+7% +$189K 1.15% 23
2024
Q4 		$2.42M Buy
10,116
+405
+4% +$94.3K 1.02% 23
2024
Q3 		$2.05M Sell
9,711
-271
-3% -$57.1K 0.89% 25
2024
Q2 		$2.02M Sell
9,982
-42
-0.4% -$8.21K 0.91% 23
2024
Q1 		$2.01M Buy
10,024
+3,623
+57% +$654K 0.95% 22
2023
Q4 		$1.09M Sell
6,401
-55
-0.9% -$8.34K 0.59% 33
2023
Q3 		$936K Sell
6,456
-176
-3% -$26.4K 0.55% 37
2023
Q2 		$965K Buy
6,632
+492
+8% +$67.7K 0.56% 36
2023
Q1 		$800K Buy
6,140
+9
+0.1% +$1.23K 0.51% 43
2022
Q4 		$822K Hold
6,131
– – 0.54% 43
2022
Q3 		$822K Buy
+6,131
New +$704K 0.54% 43

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Barrett & Company's JPM Position: Q2 2026 in Review

Barrett & Company increased its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, buying an estimated $116K and bringing the position to 9,919 shares worth $3.25M. The position accounts for 0.91% of the portfolio, ranked #26.

Barrett & Company first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.37M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Barrett & Company held 9,919 shares of JPMorgan Chase worth $3.25M as of Q2 2026.
  • Barrett & Company bought 373 JPMorgan Chase shares in Q2 2026, an estimated $116K.
  • JPMorgan Chase made up 0.91% of Barrett & Company's portfolio in Q2 2026, its #26 holding.
  • Barrett & Company first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's JPMorgan Chase position peaked at $3.37M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.