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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$520K Buy
1,589
+23
+1% +$7.14K 0.17% 56
2026
Q1
$461K Buy
1,566
+397
+34% +$120K 0.16% 59
2025
Q4
$377K Buy
+1,169
New +$362K 0.14% 67

Other funds holding JPM

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

Blue Water Asset Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $7.14K and bringing the position to 1,589 shares worth $520K. The position accounts for 0.17% of the portfolio, ranked #56.

Blue Water Asset Management first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Blue Water Asset Management held 1,589 shares of JPMorgan Chase worth $520K as of Q2 2026.
  • Blue Water Asset Management bought 23 JPMorgan Chase shares in Q2 2026, an estimated $7.14K.
  • JPMorgan Chase made up 0.17% of Blue Water Asset Management's portfolio in Q2 2026, its #56 holding.
  • Blue Water Asset Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Blue Water Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.