BSI
JPM icon

Bennett Selby Investments’s JPMorgan Chase JPM Stock Holding History

Bennett Selby Investments’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 		$2.88M Buy
8,800
+39
+0.4% +$12.1K 0.92% 21
2026
Q1 		$2.58M Hold
8,761
– – 0.91% 21
2025
Q4 		$2.82M Buy
8,761
+1
+0% +$310 0.91% 22
2025
Q3 		$2.76M Sell
8,760
-157
-2% -$46.7K 0.91% 25
2025
Q2 		$2.59M Hold
8,917
– – 0.92% 24
2025
Q1 		$2.19M Sell
8,917
-49
-0.5% -$12.5K 0.86% 23
2024
Q4 		$2.15M Buy
8,966
+59
+0.7% +$13.7K 0.85% 23
2024
Q3 		$1.88M Hold
8,907
– – 0.79% 24
2024
Q2 		$1.8M Buy
8,907
+1
+0% +$196 0.81% 23
2024
Q1 		$1.78M Sell
8,906
-16
-0.2% -$2.89K 0.83% 24
2023
Q4 		$1.52M Sell
8,922
-179
-2% -$27.1K 0.78% 25
2023
Q3 		$1.32M Sell
9,101
-171
-2% -$25.6K 0.77% 25
2023
Q2 		$1.35M Hold
9,272
– – 0.78% 25
2023
Q1 		$1.21M Sell
9,272
-1
-0% -$137 0.79% 26
2022
Q4 		$1.24M Buy
9,273
+19
+0.2% +$2.41K 0.93% 24
2022
Q3 		$967K Buy
9,254
+204
+2% +$23.4K 0.77% 23
2022
Q2 		$1.02M Sell
9,050
-1,415
-14% -$175K 0.79% 24
2022
Q1 		$1.43M Buy
10,465
+1,088
+12% +$161K 0.86% 24
2021
Q4 		$1.49M Buy
9,377
+3
+0% +$493 0.86% 23
2021
Q3 		$1.53M Sell
9,374
-28
-0.3% -$4.39K 1% 21
2021
Q2 		$1.46M Hold
9,402
– – 0.99% 23
2021
Q1 		$1.43M Buy
9,402
+1
+0% +$144 1.11% 21
2020
Q4 		$1.2M Buy
+9,401
New +$1.05M 1.02% 21

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 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bennett Selby Investments's JPM Position: Q2 2026 in Review

Bennett Selby Investments increased its JPMorgan Chase (JPM) stake by 0.45% in Q2 2026, buying an estimated $12.1K and bringing the position to 8,800 shares worth $2.88M. The position accounts for 0.92% of the portfolio, ranked #21.

Bennett Selby Investments first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bennett Selby Investments held 8,800 shares of JPMorgan Chase worth $2.88M as of Q2 2026.
  • Bennett Selby Investments bought 39 JPMorgan Chase shares in Q2 2026, an estimated $12.1K.
  • JPMorgan Chase made up 0.92% of Bennett Selby Investments's portfolio in Q2 2026, its #21 holding.
  • Bennett Selby Investments first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.