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Breachway Investments’s JPMorgan Chase JPM Stock Holding History

Breachway Investments’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 		– Sell
-683
Closed -$202K – 87
2026
Q1 		$202K Buy
683
+1
+0.1% +$303 0.19% 96
2025
Q4 		$220K Buy
+682
New +$211K 0.23% 90

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Breachway Investments's JPM Position: Q2 2026 in Review

Breachway Investments sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 683 shares — an estimated $202K sold.

Breachway Investments first reported a position in JPM in Q4 2025 and held it in 2 quarters. The position peaked at $220K in Q4 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Breachway Investments reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Breachway Investments sold 683 JPMorgan Chase shares in Q2 2026, an estimated $202K.
  • Breachway Investments first reported a position in JPMorgan Chase in Q4 2025 and held it in 2 quarters.
  • Breachway Investments's JPMorgan Chase position peaked at $220K in Q4 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.