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Black Diamond Financial’s JPMorgan Chase JPM Stock Holding History

Black Diamond Financial’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 		$3.04M Sell
9,300
-6
-0.1% -$1.86K 0.27% 50
2026
Q1 		$2.74M Buy
9,306
+9
+0.1% +$2.73K 0.3% 48
2025
Q4 		$3M Buy
9,297
+1,120
+14% +$347K 0.32% 49
2025
Q3 		$2.58M Buy
8,177
+865
+12% +$257K 0.29% 51
2025
Q2 		$2.12M Sell
7,312
-212
-3% -$54.1K 0.33% 49
2025
Q1 		$1.85M Buy
7,524
+61
+0.8% +$15.6K 0.28% 51
2024
Q4 		$1.79M Sell
7,463
-107
-1% -$24.9K 0.27% 53
2024
Q3 		$1.6M Buy
7,570
+1,349
+22% +$284K 0.27% 53
2024
Q2 		$1.26M Buy
6,221
+543
+10% +$106K 0.24% 56
2024
Q1 		$966K Hold
5,678
– – 0.26% 48
2023
Q4 		$966K Buy
5,678
+163
+3% +$24.7K 0.26% 48
2023
Q3 		$800K Buy
5,515
+217
+4% +$32.5K 0.25% 50
2023
Q2 		$771K Sell
5,298
-432
-8% -$59.4K 0.23% 54
2023
Q1 		$747K Buy
5,730
+427
+8% +$58.5K 0.25% 50
2022
Q4 		$711K Buy
5,303
+1
+0% +$127 0.26% 48
2022
Q3 		$554K Sell
5,302
-735
-12% -$84.3K 0.22% 54
2022
Q2 		$680K Sell
6,037
-829
-12% -$103K 0.27% 52
2022
Q1 		$936K Buy
6,866
+1,160
+20% +$171K 0.3% 48
2021
Q4 		$904K Sell
5,706
-37
-0.6% -$6.08K 0.3% 41
2021
Q3 		$940K Sell
5,743
-109
-2% -$17.1K 0.45% 38
2021
Q2 		$910K Hold
5,852
– – 0.36% 39
2021
Q1 		$891K Hold
5,852
– – 0.38% 37
2020
Q4 		$744K Sell
5,852
-884
-13% -$98.8K 0.34% 40
2020
Q3 		$648K Buy
6,736
+110
+2% +$10.8K 0.36% 39
2020
Q2 		$623K Sell
6,626
-225
-3% -$21.3K 0.41% 38
2020
Q1 		$617K Buy
6,851
+4,987
+268% +$606K 0.47% 38
2019
Q4 		$260K Hold
1,864
– – 0.19% 56
2019
Q3 		$219K Hold
1,864
– – 0.16% 64
2019
Q2 		$208K Buy
+1,864
New +$206K 0.18% 56

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

Black Diamond Financial's JPM Position: Q2 2026 in Review

Black Diamond Financial reduced its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, selling an estimated $1.86K and leaving 9,300 shares worth $3.04M. The position accounts for 0.27% of the portfolio, ranked #50.

Black Diamond Financial first reported a position in JPM in Q2 2019 and has held it in 29 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Black Diamond Financial held 9,300 shares of JPMorgan Chase worth $3.04M as of Q2 2026.
  • Black Diamond Financial sold 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
  • JPMorgan Chase made up 0.27% of Black Diamond Financial's portfolio in Q2 2026, its #50 holding.
  • Black Diamond Financial first reported a position in JPMorgan Chase in Q2 2019 and has held it in 29 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.