Blueshift Asset Management’s JPMorgan Chase JPM Stock Holding History

Blueshift 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	$325K	Buy	+993	New	+$308K	0.08%	356
2022 Q3	–	Sell	-18,304	Closed	-$2.06M	–	736
2022 Q2	$2.06M	Sell	18,304 -18,067	-50%	-$2.24M	0.34%	69
2022 Q1	$4.96M	Buy	+36,371	New	+$5.37M	0.45%	43
2021 Q4	–	Sell	-2,822	Closed	-$462K	–	1049
2021 Q3	$462K	Sell	2,822 -49,816	-95%	-$7.81M	0.03%	658
2021 Q2	$8.19M	Sell	52,638 -23,800	-31%	-$3.74M	0.45%	57
2021 Q1	$11.6M	Buy	+76,438	New	+$11M	1.19%	3
2020 Q3	–	Sell	-78,188	Closed	-$7.35M	–	689
2020 Q2	$7.35M	Buy	+78,188	New	+$7.42M	1.19%	6
2019 Q3	–	Sell	-3,855	Closed	-$431K	–	840
2019 Q2	$431K	Buy	3,855 +87	+2%	+$9.59K	0.06%	445
2019 Q1	$381K	Sell	3,768 -10,345	-73%	-$1.07M	0.05%	463
2018 Q4	$1.38M	Buy	+14,113	New	+$1.5M	0.26%	92

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

Blueshift Asset Management's JPM Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 993 shares worth $325K. The stake represents 0.08% of the portfolio and ranks #356 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in JPM as recently as Q2 2022.

Blueshift Asset Management first reported a position in JPM in Q4 2018 and has held it in 10 quarters since. The position peaked at $11.6M in Q1 2021. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Blueshift Asset Management held 993 shares of JPMorgan Chase worth $325K as of Q2 2026.
JPMorgan Chase was a new Blueshift Asset Management position in Q2 2026.
JPMorgan Chase made up 0.08% of Blueshift Asset Management's portfolio in Q2 2026, its #356 holding.
Blueshift Asset Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 10 quarters since.
Blueshift Asset Management's JPMorgan Chase position peaked at $11.6M in Q1 2021.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.