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Canopy Partners’s JPMorgan Chase JPM Stock Holding History

Canopy Partners’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 		$4.64M Buy
14,168
+42
+0.3% +$13K 1.4% 16
2026
Q1 		$4.16M Sell
14,126
-560
-4% -$170K 1.43% 16
2025
Q4 		$4.73M Sell
14,686
-208
-1% -$64.4K 1.54% 15
2025
Q3 		$4.7M Buy
14,894
+156
+1% +$46.4K 1.57% 16
2025
Q2 		$4.27M Buy
14,738
+125
+0.9% +$31.9K 1.57% 17
2025
Q1 		$3.58M Sell
14,613
-298
-2% -$76K 1.4% 19
2024
Q4 		$3.57M Buy
14,911
+2,960
+25% +$689K 1.36% 17
2024
Q3 		$2.52M Buy
11,951
+877
+8% +$185K 1.08% 19
2024
Q2 		$2.24M Hold
11,074
– – 1.04% 16
2024
Q1 		$2.22M Sell
11,074
-9,496
-46% -$1.71M 1.08% 16
2023
Q4 		$3.5M Buy
+20,570
New +$3.12M 2.13% 12

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Canopy Partners's JPM Position: Q2 2026 in Review

Canopy Partners increased its JPMorgan Chase (JPM) stake by 0.3% in Q2 2026, buying an estimated $13K and bringing the position to 14,168 shares worth $4.64M. The position accounts for 1.4% of the portfolio, ranked #16.

Canopy Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.73M in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Canopy Partners held 14,168 shares of JPMorgan Chase worth $4.64M as of Q2 2026.
  • Canopy Partners bought 42 JPMorgan Chase shares in Q2 2026, an estimated $13K.
  • JPMorgan Chase made up 1.4% of Canopy Partners's portfolio in Q2 2026, its #16 holding.
  • Canopy Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Canopy Partners's JPMorgan Chase position peaked at $4.73M in Q4 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.