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Bond & Devick Financial Network’s JPMorgan Chase JPM Stock Holding History

Bond & Devick Financial Network’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 		$971K Hold
2,966
– – 0.24% 67
2026
Q1 		$872K Hold
2,966
– – 0.24% 65
2025
Q4 		$956K Buy
2,966
+17
+0.6% +$5.26K 0.27% 55
2025
Q3 		$930K Buy
2,949
+52
+2% +$15.5K 0.28% 56
2025
Q2 		$840K Hold
2,897
– – 0.28% 60
2025
Q1 		$711K Buy
2,897
+462
+19% +$118K 0.26% 61
2024
Q4 		$513K Hold
2,435
– – 0.22% 83
2024
Q3 		$513K Sell
2,435
-100
-4% -$21.1K 0.22% 83
2024
Q2 		$513K Sell
2,535
-200
-7% -$39.1K 0.27% 69
2024
Q1 		$548K Sell
2,735
-168
-6% -$30.3K 0.3% 69
2023
Q4 		$494K Sell
2,903
-20
-0.7% -$3.03K 0.28% 70
2023
Q3 		$424K Hold
2,923
– – 0.27% 71
2023
Q2 		$425K Hold
2,923
– – 0.26% 74
2023
Q1 		$381K Buy
2,923
+175
+6% +$24K 0.24% 80
2022
Q4 		$369K Hold
2,748
– – 0.26% 81
2022
Q3 		$287K Hold
2,748
– – 0.24% 86
2022
Q2 		$309K Buy
2,748
+150
+6% +$18.6K 0.27% 82
2022
Q1 		$354K Buy
2,598
+200
+8% +$29.5K 0.28% 79
2021
Q4 		$380K Sell
2,398
-5
-0.2% -$821 0.29% 80
2021
Q3 		$393K Buy
2,403
+100
+4% +$15.7K 0.33% 70
2021
Q2 		$358K Hold
2,303
– – 0.3% 73
2021
Q1 		$351K Buy
2,303
+68
+3% +$9.78K 0.32% 72
2020
Q4 		$284K Buy
+2,235
New +$250K 0.32% 74

Other funds holding JPM

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 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bond & Devick Financial Network's JPM Position: Q2 2026 in Review

Bond & Devick Financial Network held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,966 shares worth $971K. The position accounts for 0.24% of the portfolio, ranked #67.

Bond & Devick Financial Network first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bond & Devick Financial Network held 2,966 shares of JPMorgan Chase worth $971K as of Q2 2026.
  • Bond & Devick Financial Network left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.24% of Bond & Devick Financial Network's portfolio in Q2 2026, its #67 holding.
  • Bond & Devick Financial Network first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.