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Blue Square Asset Management’s JPMorgan Chase JPM Stock Holding History

Blue Square Asset Management’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 		$4.14M Sell
12,647
-10
-0.1% -$3.1K 1.68% 22
2026
Q1 		$3.72M Buy
12,657
+137
+1% +$41.6K 1.77% 20
2025
Q4 		$4.03M Buy
12,520
+49
+0.4% +$15.2K 1.79% 21
2025
Q3 		$3.93M Buy
12,471
+43
+0.3% +$12.8K 1.72% 24
2025
Q2 		$3.6M Buy
12,428
+737
+6% +$188K 1.69% 24
2025
Q1 		$2.87M Sell
11,691
-191
-2% -$48.7K 1.54% 24
2024
Q4 		$2.85M Buy
11,882
+287
+2% +$66.8K 1.42% 25
2024
Q3 		$2.44M Buy
11,595
+232
+2% +$48.9K 1.31% 24
2024
Q2 		$2.3M Buy
11,363
+267
+2% +$52.2K 1.34% 26
2024
Q1 		$2.22M Sell
11,096
-567
-5% -$102K 1.47% 20
2023
Q4 		$1.98M Sell
11,663
-82
-0.7% -$12.4K 1.32% 21
2023
Q3 		$1.7M Buy
11,745
+655
+6% +$98.2K 1.25% 23
2023
Q2 		$1.61M Buy
11,090
+7,919
+250% +$1.09M 1.15% 23
2023
Q1 		$413K Buy
+3,171
New +$434K 0.27% 55
2022
Q3 		– Sell
-5,781
Closed -$651K – 41
2022
Q2 		$651K Sell
5,781
-3,143
-35% -$389K 1.4% 28
2022
Q1 		$1.22M Sell
8,924
-2,536
-22% -$374K 1.02% 34
2021
Q4 		$1.81M Buy
11,460
+79
+0.7% +$13K 1.13% 24
2021
Q3 		$1.86M Buy
11,381
+137
+1% +$21.5K 1.16% 18
2021
Q2 		$1.75M Sell
11,244
-2,837
-20% -$446K 1.07% 22
2021
Q1 		$2.14M Buy
14,081
+1,950
+16% +$281K 1.37% 16
2020
Q4 		$1.54M Sell
12,131
-4,040
-25% -$452K 1.03% 23
2020
Q3 		$1.56M Buy
16,171
+1,785
+12% +$175K 1.08% 30
2020
Q2 		$1.35M Sell
14,386
-2,454
-15% -$233K 0.93% 30
2020
Q1 		$1.52M Buy
16,840
+1,730
+11% +$210K 1.4% 16
2019
Q4 		$2.11M Sell
15,110
-78
-0.5% -$10K 1.64% 13
2019
Q3 		$1.79M Buy
+15,188
New +$1.72M 1.4% 18

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

Blue Square Asset Management's JPM Position: Q2 2026 in Review

Blue Square Asset Management reduced its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, selling an estimated $3.1K and leaving 12,647 shares worth $4.14M. The position accounts for 1.68% of the portfolio, ranked #22.

Blue Square Asset Management first reported a position in JPM in Q3 2019 and has held it in 26 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Blue Square Asset Management held 12,647 shares of JPMorgan Chase worth $4.14M as of Q2 2026.
  • Blue Square Asset Management sold 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
  • JPMorgan Chase made up 1.68% of Blue Square Asset Management's portfolio in Q2 2026, its #22 holding.
  • Blue Square Asset Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 26 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.