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Bellevue Asset Management’s JPMorgan Chase JPM Stock Holding History

Bellevue Asset Management’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 		$1.13M Buy
3,456
+10
+0.3% +$3.1K 0.52% 34
2026
Q1 		$1.01M Buy
3,446
+10
+0.3% +$3.04K 0.51% 32
2025
Q4 		$1.11M Buy
3,436
+10
+0.3% +$3.1K 0.36% 28
2025
Q3 		$1.08M Buy
3,426
+10
+0.3% +$2.97K 0.5% 28
2025
Q2 		$991K Buy
3,416
+11
+0.3% +$2.81K 0.48% 28
2025
Q1 		$835K Sell
3,405
-1,992
-37% -$508K 0.46% 28
2024
Q4 		$1.29M Buy
5,397
+2
+0% +$466 0.67% 23
2024
Q3 		$1.14M Buy
5,395
+2
+0% +$421 0.58% 23
2024
Q2 		$1.09M Buy
5,393
+2
+0% +$391 0.6% 22
2024
Q1 		$1.08M Sell
5,391
-57
-1% -$10.3K 0.61% 22
2023
Q4 		$927K Sell
5,448
-52
-0.9% -$7.88K 0.82% 27
2023
Q3 		$798K Sell
5,500
-7
-0.1% -$1.05K 0.54% 23
2023
Q2 		$801K Buy
5,507
+3
+0.1% +$413 0.5% 24
2023
Q1 		$717K Sell
5,504
-72
-1% -$9.87K 0.49% 24
2022
Q4 		$742K Sell
5,576
-72
-1% -$9.12K 0.57% 23
2022
Q3 		$604K Sell
5,648
-21
-0.4% -$2.41K 0.47% 32
2022
Q2 		$639K Sell
5,669
-73
-1% -$9.04K 0.46% 34
2022
Q1 		$791K Sell
5,742
-4
-0.1% -$590 0.49% 32
2021
Q4 		$910K Sell
5,746
-94
-2% -$15.4K 0.54% 29
2021
Q3 		$959K Buy
5,840
+1
+0% +$157 0.59% 30
2021
Q2 		$908K Buy
5,839
+1
+0% +$157 0.55% 31
2021
Q1 		$890K Buy
5,838
+101
+2% +$14.5K 0.55% 31
2020
Q4 		$757K Sell
5,737
-49
-0.8% -$5.48K 0.46% 32
2020
Q3 		$557K Buy
5,786
+2,027
+54% +$199K 0.39% 39
2020
Q2 		$354K Hold
3,759
– – 0.36% 48
2020
Q1 		$355K Buy
3,759
+109
+3% +$13.2K 0.37% 50
2019
Q4 		$509K Buy
+3,650
New +$468K 0.39% 40

Other funds holding JPM

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bellevue Asset Management's JPM Position: Q2 2026 in Review

Bellevue Asset Management increased its JPMorgan Chase (JPM) stake by 0.29% in Q2 2026, buying an estimated $3.1K and bringing the position to 3,456 shares worth $1.13M. The position accounts for 0.52% of the portfolio, ranked #34.

Bellevue Asset Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.29M in Q4 2024. 3,099 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bellevue Asset Management held 3,456 shares of JPMorgan Chase worth $1.13M as of Q2 2026.
  • Bellevue Asset Management bought 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
  • JPMorgan Chase made up 0.52% of Bellevue Asset Management's portfolio in Q2 2026, its #34 holding.
  • Bellevue Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's JPMorgan Chase position peaked at $1.29M in Q4 2024.
  • 3,099 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.