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Buffalo Business & Estate Services’s JPMorgan Chase JPM Stock Holding History

Buffalo Business & Estate Services’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
-18,509
Closed -$5.75M – 25
2026
Q1 		$5.44M Buy
18,509
+1,113
+6% +$338K 0.79% 22
2025
Q4 		$5.61M Buy
+17,396
New +$5.39M 0.81% 19

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Buffalo Business & Estate Services's JPM Position: Q2 2026 in Review

Buffalo Business & Estate Services sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 18,509 shares — an estimated $5.75M sold.

Buffalo Business & Estate Services first reported a position in JPM in Q4 2025 and held it in 2 quarters. The position peaked at $5.61M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Buffalo Business & Estate Services reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Buffalo Business & Estate Services sold 18,509 JPMorgan Chase shares in Q2 2026, an estimated $5.75M.
  • Buffalo Business & Estate Services first reported a position in JPMorgan Chase in Q4 2025 and held it in 2 quarters.
  • Buffalo Business & Estate Services's JPMorgan Chase position peaked at $5.61M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Buffalo Business & Estate Services's 13F filing for Q2 2026, filed 23 Jul 2026.