Cardinal Point Capital Management’s JPMorgan Chase JPM Stock Holding History

Cardinal Point Capital 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	$20M	Buy	60,964 +66	+0.1%	+$20.5K	1.13%	20
2026 Q1	$17.9M	Buy	60,898 +732	+1%	+$222K	1.1%	25
2025 Q4	$19.4M	Buy	60,166 +703	+1%	+$218K	1.27%	19
2025 Q3	$18.8M	Sell	59,463 -1,504	-2%	-$447K	1.31%	17
2025 Q2	$17.7M	Buy	60,967 +79	+0.1%	+$20.2K	1.4%	18
2025 Q1	$14.9M	Buy	+60,888	New	+$15.5M	1.37%	17

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

Cardinal Point Capital Management's JPM Position: Q2 2026 in Review

Cardinal Point Capital Management increased its JPMorgan Chase (JPM) stake by 0.11% in Q2 2026, buying an estimated $20.5K and bringing the position to 60,964 shares worth $20M. The position accounts for 1.13% of the portfolio, ranked #20.

Cardinal Point Capital Management first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cardinal Point Capital Management held 60,964 shares of JPMorgan Chase worth $20M as of Q2 2026.
Cardinal Point Capital Management bought 66 JPMorgan Chase shares in Q2 2026, an estimated $20.5K.
JPMorgan Chase made up 1.13% of Cardinal Point Capital Management's portfolio in Q2 2026, its #20 holding.
Cardinal Point Capital Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.