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Byrne Asset Management’s JPMorgan Chase JPM Stock Holding History

Byrne Asset Management’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 		$2.91M Sell
8,888
-727
-8% -$226K 1.57% 11
2026
Q1 		$2.83M Sell
9,615
-669
-7% -$203K 1.66% 7
2025
Q4 		$3.31M Sell
10,284
-53
-0.5% -$16.4K 1.83% 7
2025
Q3 		$3.26M Sell
10,337
-242
-2% -$72K 2.01% 8
2025
Q2 		$3.07M Sell
10,579
-485
-4% -$124K 2.03% 7
2025
Q1 		$2.71M Sell
11,064
-667
-6% -$170K 2% 9
2024
Q4 		$2.81M Sell
11,731
-375
-3% -$87.3K 1.98% 8
2024
Q3 		$2.55M Sell
12,106
-135
-1% -$28.4K 1.74% 10
2024
Q2 		$2.44M Sell
12,241
-441
-3% -$86.2K 1.74% 9
2024
Q1 		$2.54M Sell
12,682
-280
-2% -$50.5K 1.76% 8
2023
Q4 		$2.2M Sell
12,962
-485
-4% -$73.5K 1.67% 8
2023
Q3 		$1.95M Buy
13,447
+45
+0.3% +$6.75K 1.61% 10
2023
Q2 		$1.95M Sell
13,402
-31
-0.2% -$4.26K 1.27% 11
2023
Q1 		$1.75M Sell
13,433
-731
-5% -$100K 1.25% 11
2022
Q4 		$1.9M Sell
14,164
-809
-5% -$103K 1.38% 12
2022
Q3 		$1.56M Buy
14,973
+560
+4% +$64.3K 1.21% 13
2022
Q2 		$1.62M Buy
14,413
+547
+4% +$67.8K 1.2% 19
2022
Q1 		$1.89M Buy
13,866
+920
+7% +$136K 1.18% 19
2021
Q4 		$2.05M Buy
+12,946
New +$2.13M 1.33% 21

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Byrne Asset Management's JPM Position: Q2 2026 in Review

Byrne Asset Management reduced its JPMorgan Chase (JPM) stake by 7.6% in Q2 2026, selling an estimated $226K and leaving 8,888 shares worth $2.91M. The position accounts for 1.57% of the portfolio, ranked #11.

Byrne Asset Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.31M in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Byrne Asset Management held 8,888 shares of JPMorgan Chase worth $2.91M as of Q2 2026.
  • Byrne Asset Management sold 727 JPMorgan Chase shares in Q2 2026, an estimated $226K.
  • JPMorgan Chase made up 1.57% of Byrne Asset Management's portfolio in Q2 2026, its #11 holding.
  • Byrne Asset Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's JPMorgan Chase position peaked at $3.31M in Q4 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.