Borer Denton & Associates’s JPMorgan Chase JPM Stock Holding History

Borer Denton & Associates’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	$1.45M	Buy	4,444 +40	+0.9%	+$12.4K	0.48%	37
2026 Q1	$1.3M	Hold	4,404	–	–	0.46%	37
2025 Q4	$1.42M	Hold	4,404	–	–	0.48%	36
2025 Q3	$1.39M	Hold	4,404	–	–	0.46%	36
2025 Q2	$1.28M	Hold	4,404	–	–	0.44%	36
2025 Q1	$1.08M	Buy	4,404 +100	+2%	+$25.5K	0.38%	39
2024 Q4	$1.03M	Hold	4,304	–	–	0.36%	39
2024 Q3	$908K	Hold	4,304	–	–	0.31%	39
2024 Q2	$871K	Hold	4,304	–	–	0.32%	38
2024 Q1	$862K	Buy	4,304 +889	+26%	+$160K	0.31%	38
2023 Q4	$581K	Hold	3,415	–	–	0.22%	42
2023 Q3	$495K	Buy	3,415 +34	+1%	+$5.1K	0.2%	40
2023 Q2	$492K	Hold	3,381	–	–	0.19%	46
2023 Q1	$441K	Buy	3,381 +35	+1%	+$4.8K	0.18%	50
2022 Q4	$449K	Hold	3,346	–	–	0.2%	48
2022 Q3	$350K	Buy	+3,346	New	+$384K	0.17%	50

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

Borer Denton & Associates's JPM Position: Q2 2026 in Review

Borer Denton & Associates increased its JPMorgan Chase (JPM) stake by 0.91% in Q2 2026, buying an estimated $12.4K and bringing the position to 4,444 shares worth $1.45M. The position accounts for 0.48% of the portfolio, ranked #37.

Borer Denton & Associates first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Borer Denton & Associates held 4,444 shares of JPMorgan Chase worth $1.45M as of Q2 2026.
Borer Denton & Associates bought 40 JPMorgan Chase shares in Q2 2026, an estimated $12.4K.
JPMorgan Chase made up 0.48% of Borer Denton & Associates's portfolio in Q2 2026, its #37 holding.
Borer Denton & Associates first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Borer Denton & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.