Bleakley Financial Group’s JPMorgan Chase JPM Stock Holding History

Bleakley Financial Group’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	$45.6M	Buy	139,437 +7,635	+6%	+$2.37M	0.58%	40
2026 Q1	$38.8M	Buy	131,802 +10,323	+8%	+$3.13M	0.61%	37
2025 Q4	$39.1M	Buy	121,479 +12,208	+11%	+$3.78M	0.68%	36
2025 Q3	$34.5M	Buy	109,271 +1,496	+1%	+$445K	0.8%	30
2025 Q2	$31.2M	Buy	107,775 +17,649	+20%	+$4.5M	0.79%	29
2025 Q1	$22.1M	Buy	90,126 +2,399	+3%	+$612K	0.71%	30
2024 Q4	$21M	Buy	87,727 +122	+0.1%	+$28.4K	0.63%	29
2024 Q3	$18.5M	Buy	87,605 +429	+0.5%	+$90.4K	0.56%	30
2024 Q2	$17.6M	Buy	87,176 +113	+0.1%	+$22.1K	0.51%	33
2024 Q1	$17.4M	Buy	87,063 +1,173	+1%	+$212K	0.5%	34
2023 Q4	$14.6M	Buy	85,890 +1,430	+2%	+$217K	0.46%	40
2023 Q3	$12.2M	Sell	84,460 -7,208	-8%	-$1.08M	0.43%	44
2023 Q2	$13.3M	Buy	91,668 +9,867	+12%	+$1.36M	0.42%	48
2023 Q1	$10.7M	Buy	81,801 +7,856	+11%	+$1.08M	0.36%	56
2022 Q4	$9.92M	Buy	+73,945	New	+$9.37M	0.35%	55

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bleakley Financial Group's JPM Position: Q2 2026 in Review

Bleakley Financial Group increased its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, buying an estimated $2.37M and bringing the position to 139,437 shares worth $45.6M. The position accounts for 0.58% of the portfolio, ranked #40.

Bleakley Financial Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bleakley Financial Group held 139,437 shares of JPMorgan Chase worth $45.6M as of Q2 2026.
Bleakley Financial Group bought 7,635 JPMorgan Chase shares in Q2 2026, an estimated $2.37M.
JPMorgan Chase made up 0.58% of Bleakley Financial Group's portfolio in Q2 2026, its #40 holding.
Bleakley Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.