BCM Advisors’s JPMorgan Chase JPM Stock Holding History

BCM Advisors’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	$1.69M	Hold	4,779	–	–	0.33%	42
2026 Q1	$1.47M	Buy	4,779 +785	+20%	+$238K	0.29%	43
2025 Q4	$1.19M	Sell	3,994 -299	-7%	-$92.6K	0.23%	43
2025 Q3	$1.31M	Hold	4,293	–	–	0.26%	40
2025 Q2	$1.28M	Sell	4,293 -1,806	-30%	-$461K	0.27%	40
2025 Q1	$1.54M	Hold	6,099	–	–	0.35%	38
2024 Q4	$1.65M	Hold	6,099	–	–	0.37%	37
2024 Q3	$1.34M	Buy	6,099 +4,834	+382%	+$1.02M	0.31%	39
2024 Q2	$263K	Buy	1,265 +30	+2%	+$5.87K	0.06%	60
2024 Q1	$238K	Buy	+1,235	New	+$223K	0.06%	60
2021 Q1	–	Sell	-2,708	Closed	-$344K	–	54
2020 Q4	$344K	Hold	2,708	–	–	0.11%	48
2020 Q3	$261K	Hold	2,708	–	–	0.1%	49
2020 Q2	$255K	Buy	+2,708	New	+$257K	0.11%	44
2020 Q1	–	Sell	-1,908	Closed	-$266K	–	49
2019 Q4	$266K	Sell	1,908 -30	-2%	-$3.85K	0.1%	35
2019 Q3	$228K	Buy	+1,938	New	+$219K	0.1%	37
2018 Q4	–	Sell	-1,902	Closed	-$215K	–	38
2018 Q3	$215K	Buy	+1,902	New	+$216K	0.11%	38
2017 Q1	–	Sell	-1,680	Closed	-$145K	–	62
2016 Q4	$145K	Buy	+1,680	New	+$128K	0.1%	34

Other funds holding JPM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

BCM Advisors's JPM Position: Q2 2026 in Review

BCM Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,779 shares worth $1.69M. The position accounts for 0.33% of the portfolio, ranked #42.

BCM Advisors first reported a position in JPM in Q4 2016 and has held it in 17 quarters since. 2,637 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

BCM Advisors held 4,779 shares of JPMorgan Chase worth $1.69M as of Q2 2026.
BCM Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.33% of BCM Advisors's portfolio in Q2 2026, its #42 holding.
BCM Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 17 quarters since.
2,637 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.