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Bensler’s JPMorgan Chase JPM Stock Holding History

Bensler’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 		$929K Sell
2,840
-45
-2% -$14K 0.08% 105
2026
Q1 		$849K Buy
2,885
+57
+2% +$17.3K 0.09% 100
2025
Q4 		$911K Buy
2,828
+20
+0.7% +$6.19K 0.09% 99
2025
Q3 		$886K Buy
2,808
+56
+2% +$16.7K 0.09% 98
2025
Q2 		$798K Buy
2,752
+748
+37% +$191K 0.09% 95
2025
Q1 		$491K Sell
2,004
-103
-5% -$26.3K 0.06% 109
2024
Q4 		$505K Buy
2,107
+78
+4% +$18.2K 0.06% 108
2024
Q3 		$428K Buy
2,029
+644
+46% +$136K 0.05% 111
2024
Q2 		$280K Buy
1,385
+3
+0.2% +$587 0.04% 130
2024
Q1 		$277K Buy
1,382
+116
+9% +$20.9K 0.04% 129
2023
Q4 		$215K Sell
1,266
-268
-17% -$40.6K 0.04% 145
2023
Q3 		$222K Buy
1,534
+99
+7% +$14.8K 0.04% 137
2023
Q2 		$209K Buy
+1,435
New +$197K 0.04% 148

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Bensler's JPM Position: Q2 2026 in Review

Bensler reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $14K and leaving 2,840 shares worth $929K. The position accounts for 0.08% of the portfolio, ranked #105.

Bensler first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 1,930 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bensler held 2,840 shares of JPMorgan Chase worth $929K as of Q2 2026.
  • Bensler sold 45 JPMorgan Chase shares in Q2 2026, an estimated $14K.
  • JPMorgan Chase made up 0.08% of Bensler's portfolio in Q2 2026, its #105 holding.
  • Bensler first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • 1,930 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.