Bear Mountain Capital’s JPMorgan Chase JPM Stock Holding History

Bear Mountain Capital’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	$52.1K	Hold	152	–	–	0.02%	63
2026 Q1	$48.2K	Sell	152 -50	-25%	-$15.2K	0.01%	65
2025 Q4	$62.5K	Sell	202 -6	-3%	-$1.86K	0.02%	58
2025 Q3	$61.8K	Buy	208 +6	+3%	+$1.78K	0.02%	58
2025 Q2	$58.8K	Sell	202 -15	-7%	-$3.83K	0.02%	58
2025 Q1	$53.1K	Buy	217 +15	+7%	+$3.82K	0.02%	65
2024 Q4	$53.7K	Hold	202	–	–	0.02%	60
2024 Q3	$44.9K	Sell	202 -100	-33%	-$21.1K	0.02%	64
2024 Q2	$61.9K	Hold	302	–	–	0.03%	60
2024 Q1	$54.4K	Hold	302	–	–	0.02%	63
2023 Q4	$50.7K	Buy	+302	New	+$45.8K	0.02%	72

Other funds holding JPM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bear Mountain Capital's JPM Position: Q2 2026 in Review

Bear Mountain Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 152 shares worth $52.1K. The position accounts for 0.02% of the portfolio, ranked #63.

Bear Mountain Capital first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $62.5K in Q4 2025. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bear Mountain Capital held 152 shares of JPMorgan Chase worth $52.1K as of Q2 2026.
Bear Mountain Capital left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.02% of Bear Mountain Capital's portfolio in Q2 2026, its #63 holding.
Bear Mountain Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's JPMorgan Chase position peaked at $62.5K in Q4 2025.
2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.