Cardano Risk Management’s JPMorgan Chase JPM Stock Holding History

Cardano Risk 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	$289M	Sell	882,774 -5,284	-0.6%	-$1.64M	2.22%	12
2026 Q1	$261M	Buy	888,058 +20,705	+2%	+$6.28M	2.55%	9
2025 Q4	$279M	Sell	867,353 -9,363	-1%	-$2.9M	2.81%	10
2025 Q3	$277M	Buy	876,716 +20,457	+2%	+$6.08M	2.94%	10
2025 Q2	$248M	Buy	856,259 +43,396	+5%	+$11.1M	3.18%	11
2025 Q1	$199M	Buy	812,863 +21,099	+3%	+$5.38M	3.17%	9
2024 Q4	$190M	Sell	791,764 -2,849	-0.4%	-$664K	2.91%	11
2024 Q3	$168M	Buy	794,613 +24,392	+3%	+$5.14M	2.96%	12
2024 Q2	$156M	Buy	770,221 +149,605	+24%	+$29.2M	3.06%	11
2024 Q1	$124M	Sell	620,616 -1,390	-0.2%	-$251K	3.86%	9
2023 Q4	$94.1M	Buy	+622,006	New	+$94.3M	3.9%	11

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Cardano Risk Management's JPM Position: Q2 2026 in Review

Cardano Risk Management reduced its JPMorgan Chase (JPM) stake by 0.6% in Q2 2026, selling an estimated $1.64M and leaving 882,774 shares worth $289M. The position accounts for 2.22% of the portfolio, ranked #12.

Cardano Risk Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,388 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cardano Risk Management held 882,774 shares of JPMorgan Chase worth $289M as of Q2 2026.
Cardano Risk Management sold 5,284 JPMorgan Chase shares in Q2 2026, an estimated $1.64M.
JPMorgan Chase made up 2.22% of Cardano Risk Management's portfolio in Q2 2026, its #12 holding.
Cardano Risk Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
1,388 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cardano Risk Management's 13F filing for Q2 2026, filed 9 Jul 2026.