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Blueprint Investment Partners’s JPMorgan Chase JPM Stock Holding History

Blueprint Investment Partners’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 		$5.42M Buy
16,553
+770
+5% +$239K 0.45% 43
2026
Q1 		$4.64M Sell
15,783
-2,723
-15% -$826K 0.47% 40
2025
Q4 		$5.96M Buy
18,506
+160
+0.9% +$49.5K 0.64% 32
2025
Q3 		$5.79M Buy
18,346
+165
+0.9% +$49.1K 0.81% 31
2025
Q2 		$5.27M Sell
18,181
-5,603
-24% -$1.43M 0.94% 30
2025
Q1 		$5.83M Sell
23,784
-188
-0.8% -$47.9K 1.07% 25
2024
Q4 		$5.75M Buy
23,972
+4,900
+26% +$1.14M 0.91% 26
2024
Q3 		$4.02M Sell
19,072
-650
-3% -$137K 0.73% 26
2024
Q2 		$3.99M Buy
19,722
+782
+4% +$153K 0.86% 24
2024
Q1 		$3.79M Buy
18,940
+948
+5% +$171K 0.75% 25
2023
Q4 		$3.06M Buy
17,992
+2,286
+15% +$346K 0.84% 25
2023
Q3 		$2.28M Buy
15,706
+596
+4% +$89.3K 0.73% 29
2023
Q2 		$2.2M Sell
15,110
-3,835
-20% -$527K 0.79% 25
2023
Q1 		$2.47M Sell
18,945
-3,425
-15% -$469K 0.56% 44
2022
Q4 		$3M Buy
22,370
+20,508
+1,101% +$2.6M 0.64% 34
2022
Q3 		$195K Buy
+1,862
New +$214K 0.05% 130
2022
Q2 		– Sell
-867
Closed -$118K – 190
2022
Q1 		$118K Sell
867
-8,550
-91% -$1.26M 0.03% 194
2021
Q4 		$1.49M Buy
9,417
+3,994
+74% +$656K 0.37% 68
2021
Q3 		$888K Buy
+5,423
New +$850K 0.44% 39

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Blueprint Investment Partners's JPM Position: Q2 2026 in Review

Blueprint Investment Partners increased its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, buying an estimated $239K and bringing the position to 16,553 shares worth $5.42M. The position accounts for 0.45% of the portfolio, ranked #43.

Blueprint Investment Partners first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.96M in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Blueprint Investment Partners held 16,553 shares of JPMorgan Chase worth $5.42M as of Q2 2026.
  • Blueprint Investment Partners bought 770 JPMorgan Chase shares in Q2 2026, an estimated $239K.
  • JPMorgan Chase made up 0.45% of Blueprint Investment Partners's portfolio in Q2 2026, its #43 holding.
  • Blueprint Investment Partners first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
  • Blueprint Investment Partners's JPMorgan Chase position peaked at $5.96M in Q4 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.