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Bender Robert & Associates’s JPMorgan Chase JPM Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-3,122
Closed -$631K – 62
2024
Q2 		$631K Buy
+3,122
New +$610K 0.14% 31

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 $3.37T AUM 44.26% 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

Bender Robert & Associates's JPM Position: Q2 2026 in Review

Bender Robert & Associates reduced its JPMorgan Chase (JPM) stake by 0.56% in Q2 2026, selling an estimated $4.35K and leaving 2,481 shares worth $812K. The position accounts for 0.17% of the portfolio, ranked #29.

Bender Robert & Associates first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bender Robert & Associates held 2,481 shares of JPMorgan Chase worth $812K as of Q2 2026.
  • Bender Robert & Associates sold 14 JPMorgan Chase shares in Q2 2026, an estimated $4.35K.
  • JPMorgan Chase made up 0.17% of Bender Robert & Associates's portfolio in Q2 2026, its #29 holding.
  • Bender Robert & Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bender Robert & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.