Border to Coast Pensions Partnership’s JPMorgan Chase JPM Stock Holding History

Border to Coast Pensions Partnership’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	$131M	Hold	399,401	–	–	1.93%	12
2026 Q1	$118M	Sell	399,401 -30,836	-7%	-$9.36M	1.99%	9
2025 Q4	$139M	Hold	430,237	–	–	2.42%	8
2025 Q3	$136M	Buy	430,237 +31,538	+8%	+$9.38M	2.36%	8
2025 Q2	$116M	Buy	398,699 +24,835	+7%	+$6.34M	2.12%	9
2025 Q1	$91.7M	Hold	373,864	–	–	1.88%	10
2024 Q4	$89.6M	Sell	373,864 -33,652	-8%	-$7.84M	1.75%	10
2024 Q3	$85.7M	Sell	407,516 -1,413	-0.3%	-$298K	1.75%	11
2024 Q2	$82.7M	Sell	408,929 -14,563	-3%	-$2.85M	1.95%	10
2024 Q1	$84.8M	Hold	423,492	–	–	1.89%	10
2023 Q4	$72M	Buy	423,492 +9,000	+2%	+$1.36M	1.76%	13
2023 Q3	$61.2M	Hold	414,492	–	–	1.63%	15
2023 Q2	$60.2M	Hold	414,492	–	–	1.51%	14
2023 Q1	$54M	Buy	414,492 +59,554	+17%	+$8.16M	1.45%	15
2022 Q4	$47.6M	Hold	354,938	–	–	1.53%	14
2022 Q3	$37.1M	Hold	354,938	–	–	1.2%	24
2022 Q2	$40.1M	Buy	354,938 +46,740	+15%	+$5.79M	1.24%	23
2022 Q1	$41.9M	Sell	308,198 -28,896	-9%	-$4.27M	1.19%	25
2021 Q4	$53.3M	Hold	337,094	–	–	1.8%	11
2021 Q3	$53.1M	Hold	337,094	–	–	1.81%	11
2021 Q2	$52.8M	Buy	+337,094	New	+$52.9M	1.84%	10

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

Border to Coast Pensions Partnership's JPM Position: Q2 2026 in Review

Border to Coast Pensions Partnership held its JPMorgan Chase (JPM) position steady in Q2 2026 at 399,401 shares worth $131M. The position accounts for 1.93% of the portfolio, ranked #12.

Border to Coast Pensions Partnership first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. The position peaked at $139M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Border to Coast Pensions Partnership held 399,401 shares of JPMorgan Chase worth $131M as of Q2 2026.
Border to Coast Pensions Partnership left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 1.93% of Border to Coast Pensions Partnership's portfolio in Q2 2026, its #12 holding.
Border to Coast Pensions Partnership first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
Border to Coast Pensions Partnership's JPMorgan Chase position peaked at $139M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q2 2026, filed 27 Jul 2026.