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Beckerman Institutional’s JPMorgan Chase JPM Stock Holding History

Beckerman Institutional’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 		$1.11M Hold
3,400
– – 0.53% 44
2026
Q1 		$1M Hold
3,400
– – 0.53% 43
2025
Q4 		$1.1M Hold
3,400
– – 0.62% 41
2025
Q3 		$1.07M Buy
3,400
+999
+42% +$297K 0.63% 41
2025
Q2 		$696K Sell
2,401
-100
-4% -$25.5K 0.46% 52
2025
Q1 		$613K Sell
2,501
-83
-3% -$21.2K 0.44% 57
2024
Q4 		$619K Buy
2,584
+1,412
+120% +$329K 0.5% 51
2024
Q3 		$247K Buy
+1,172
New +$247K 0.21% 88

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Beckerman Institutional's JPM Position: Q2 2026 in Review

Beckerman Institutional held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,400 shares worth $1.11M. The position accounts for 0.53% of the portfolio, ranked #44.

Beckerman Institutional first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beckerman Institutional held 3,400 shares of JPMorgan Chase worth $1.11M as of Q2 2026.
  • Beckerman Institutional left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.53% of Beckerman Institutional's portfolio in Q2 2026, its #44 holding.
  • Beckerman Institutional first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.