Builder Investment Group’s JPMorgan Chase JPM Stock Holding History

Builder Investment Group’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	$637K	Hold	1,945	–	–	0.13%	69
2026 Q1	$572K	Hold	1,945	–	–	0.12%	70
2025 Q4	$627K	Sell	1,945 -100	-5%	-$31K	0.14%	67
2025 Q3	$645K	Hold	2,045	–	–	0.14%	66
2025 Q2	$593K	Sell	2,045 -125	-6%	-$31.9K	0.15%	68
2025 Q1	$532K	Hold	2,170	–	–	0.15%	65
2024 Q4	$520K	Hold	2,170	–	–	0.14%	66
2024 Q3	$458K	Sell	2,170 -21	-1%	-$4.42K	0.12%	71
2024 Q2	$443K	Buy	2,191 +1	+0%	+$196	0.12%	68
2024 Q1	$439K	Sell	2,190 -80	-4%	-$14.4K	0.13%	68
2023 Q4	$386K	Sell	2,270 -100	-4%	-$15.2K	0.14%	72
2023 Q3	$344K	Sell	2,370 -50	-2%	-$7.5K	0.13%	71
2023 Q2	$352K	Hold	2,420	–	–	0.14%	70
2023 Q1	$315K	Hold	2,420	–	–	0.14%	74
2022 Q4	$325K	Buy	+2,420	New	+$307K	0.15%	69

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Builder Investment Group's JPM Position: Q2 2026 in Review

Builder Investment Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,945 shares worth $637K. The position accounts for 0.13% of the portfolio, ranked #69.

Builder Investment Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $645K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Builder Investment Group held 1,945 shares of JPMorgan Chase worth $637K as of Q2 2026.
Builder Investment Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.13% of Builder Investment Group's portfolio in Q2 2026, its #69 holding.
Builder Investment Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Builder Investment Group's JPMorgan Chase position peaked at $645K in Q3 2025.
1,216 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.