Broadwater Capital’s JPMorgan Chase JPM Stock Holding History

Broadwater Capital’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	$616K	Hold	1,881	–	–	0.45%	47
2026 Q1	$606K	Hold	1,881	–	–	0.45%	48
2025 Q4	$606K	Hold	1,881	–	–	0.45%	48
2025 Q3	$593K	Sell	1,881 -543,440	-100%	-$162M	0.43%	48
2025 Q2	$545M	Buy	545,321 +543,440	+28,891%	+$139M	0.42%	51
2025 Q1	$461K	Hold	1,881	–	–	0.36%	55
2024 Q4	$451K	Buy	1,881 +1,300	+224%	+$303K	0.35%	56
2024 Q3	$123K	Hold	581	–	–	0.09%	89
2024 Q2	$118K	Hold	581	–	–	0.09%	91
2024 Q1	$116K	Hold	581	–	–	0.09%	93
2023 Q4	$98.8K	Buy	+581	New	+$88K	0.08%	95

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Broadwater Capital's JPM Position: Q2 2026 in Review

Broadwater Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,881 shares worth $616K. The position accounts for 0.45% of the portfolio, ranked #47.

Broadwater Capital first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $545M in Q2 2025. 3,054 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Broadwater Capital held 1,881 shares of JPMorgan Chase worth $616K as of Q2 2026.
Broadwater Capital left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.45% of Broadwater Capital's portfolio in Q2 2026, its #47 holding.
Broadwater Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's JPMorgan Chase position peaked at $545M in Q2 2025.
3,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.