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Bull Street Advisors’s JPMorgan Chase JPM Stock Holding History

Bull Street Advisors’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 		$5.42M Buy
16,568
+77
+0.5% +$23.9K 2.48% 10
2026
Q1 		$4.85M Sell
16,491
-180
-1% -$54.6K 2.4% 10
2025
Q4 		$5.37M Sell
16,671
-155
-0.9% -$48K 2.5% 10
2025
Q3 		$5.31M Hold
16,826
– – 2.48% 10
2025
Q2 		$4.88M Sell
16,826
-120
-0.7% -$30.6K 2.35% 11
2025
Q1 		$4.16M Sell
16,946
-75
-0.4% -$19.1K 1.99% 16
2024
Q4 		$4.08M Sell
17,021
-87
-0.5% -$20.3K 1.97% 15
2024
Q3 		$3.61M Sell
17,108
-445
-3% -$93.7K 1.67% 21
2024
Q2 		$3.55M Sell
17,553
-15
-0.1% -$2.93K 1.71% 21
2024
Q1 		$3.52M Sell
17,568
-17
-0.1% -$3.07K 1.68% 24
2023
Q4 		$2.99M Buy
17,585
+70
+0.4% +$10.6K 1.51% 27
2023
Q3 		$2.54M Buy
17,515
+481
+3% +$72.1K 1.34% 27
2023
Q2 		$2.48M Sell
17,034
-71
-0.4% -$9.77K 1.27% 27
2023
Q1 		$2.23M Buy
17,105
+22
+0.1% +$3.01K 1.16% 29
2022
Q4 		$2.29M Buy
17,083
+1,158
+7% +$147K 1.19% 29
2022
Q3 		$1.66M Buy
15,925
+29
+0.2% +$3.33K 0.94% 33
2022
Q2 		$1.79M Hold
15,896
– – 0.96% 32
2022
Q1 		$2.17M Buy
15,896
+200
+1% +$29.5K 1.05% 31
2021
Q4 		$2.48M Sell
15,696
-257
-2% -$42.2K 1.18% 28
2021
Q3 		$2.61M Buy
15,953
+218
+1% +$34.2K 1.35% 27
2021
Q2 		$2.45M Buy
15,735
+80
+0.5% +$12.6K 1.31% 28
2021
Q1 		$2.38M Buy
15,655
+133
+0.9% +$19.1K 1.34% 25
2020
Q4 		$1.97M Buy
15,522
+30
+0.2% +$3.35K 1.19% 27
2020
Q3 		$1.49M Buy
15,492
+3,090
+25% +$303K 1.02% 31
2020
Q2 		$1.17M Buy
12,402
+665
+6% +$63.1K 0.9% 39
2020
Q1 		$1.06M Buy
11,737
+115
+1% +$14K 0.95% 41
2019
Q4 		$1.62M Buy
11,622
+85
+0.7% +$10.9K 1.42% 25
2019
Q3 		$1.36M Buy
+11,537
New +$1.3M 1.27% 29

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Bull Street Advisors's JPM Position: Q2 2026 in Review

Bull Street Advisors increased its JPMorgan Chase (JPM) stake by 0.47% in Q2 2026, buying an estimated $23.9K and bringing the position to 16,568 shares worth $5.42M. The position accounts for 2.48% of the portfolio, ranked #10.

Bull Street Advisors first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bull Street Advisors held 16,568 shares of JPMorgan Chase worth $5.42M as of Q2 2026.
  • Bull Street Advisors bought 77 JPMorgan Chase shares in Q2 2026, an estimated $23.9K.
  • JPMorgan Chase made up 2.48% of Bull Street Advisors's portfolio in Q2 2026, its #10 holding.
  • Bull Street Advisors first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bull Street Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.