BOCHK Asset Management’s JPMorgan Chase JPM Stock Holding History

BOCHK 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	$11M	Buy	33,700 +16,600	+97%	+$5.16M	1.74%	14
2026 Q1	$5.03M	Buy	17,100 +9,700	+131%	+$2.94M	1.04%	28
2025 Q4	$2.38M	Buy	7,400 +1,900	+35%	+$588K	0.64%	13
2025 Q3	$1.73M	Buy	5,500 +2,500	+83%	+$744K	0.46%	16
2025 Q2	$870K	Buy	3,000 +2,000	+200%	+$510K	0.25%	11
2025 Q1	$245K	Hold	1,000	–	–	0.14%	32
2024 Q4	$240K	Hold	1,000	–	–	0.07%	40
2024 Q3	$211K	Hold	1,000	–	–	0.06%	41
2024 Q2	$202K	Hold	1,000	–	–	0.07%	44
2024 Q1	$200K	Hold	1,000	–	–	0.07%	45
2023 Q4	$170K	Buy	+1,000	New	+$152K	0.1%	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

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

BOCHK Asset Management increased its JPMorgan Chase (JPM) stake by 97% in Q2 2026, buying an estimated $5.16M and bringing the position to 33,700 shares worth $11M. The position accounts for 1.74% of the portfolio, ranked #14.

BOCHK Asset Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

BOCHK Asset Management held 33,700 shares of JPMorgan Chase worth $11M as of Q2 2026.
BOCHK Asset Management bought 16,600 JPMorgan Chase shares in Q2 2026, an estimated $5.16M.
JPMorgan Chase made up 1.74% of BOCHK Asset Management's portfolio in Q2 2026, its #14 holding.
BOCHK Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BOCHK Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.