Cambridge Financial Group (Arizona)’s JPMorgan Chase JPM Stock Holding History

Cambridge Financial Group (Arizona)’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	$906K	Sell	2,768 -79	-3%	-$24.5K	0.29%	63
2026 Q1	$838K	Buy	2,847 +35	+1%	+$10.6K	0.28%	65
2025 Q4	$785K	Buy	2,812 +1,188	+73%	+$368K	0.27%	72
2025 Q3	$512K	Buy	1,624 +140	+9%	+$41.6K	0.16%	105
2025 Q2	$430K	Hold	1,484	–	–	0.16%	92
2025 Q1	$364K	Hold	1,484	–	–	0.15%	98
2024 Q4	$356K	Hold	1,484	–	–	0.15%	93
2024 Q3	$313K	Sell	1,484 -35	-2%	-$7.37K	0.13%	103
2024 Q2	$307K	Buy	1,519 +49	+3%	+$9.58K	0.14%	98
2024 Q1	$294K	Sell	1,470 -308	-17%	-$55.6K	0.14%	98
2023 Q4	$303K	Buy	+1,778	New	+$269K	0.16%	93

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Cambridge Financial Group (Arizona)'s JPM Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, selling an estimated $24.5K and leaving 2,768 shares worth $906K. The position accounts for 0.29% of the portfolio, ranked #63.

Cambridge Financial Group (Arizona) first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cambridge Financial Group (Arizona) held 2,768 shares of JPMorgan Chase worth $906K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 79 JPMorgan Chase shares in Q2 2026, an estimated $24.5K.
JPMorgan Chase made up 0.29% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #63 holding.
Cambridge Financial Group (Arizona) first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.