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Castleview Partners’s JPMorgan Chase JPM Stock Holding History

Castleview 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 		$1.02M Buy
3,115
+298
+11% +$92.5K 0.45% 50
2026
Q1 		$829K Buy
2,817
+333
+13% +$101K 0.42% 53
2025
Q4 		$800K Buy
2,484
+565
+29% +$175K 0.4% 54
2025
Q3 		$605K Sell
1,919
-239
-11% -$71.1K 0.33% 64
2025
Q2 		$626K Buy
2,158
+343
+19% +$87.5K 0.4% 57
2025
Q1 		$445K Sell
1,815
-2,597
-59% -$662K 0.3% 87
2024
Q4 		$1.06M Buy
4,412
+134
+3% +$31.2K 0.57% 40
2024
Q3 		$902K Buy
4,278
+226
+6% +$47.6K 0.52% 42
2024
Q2 		$820K Sell
4,052
-286
-7% -$55.9K 0.47% 49
2024
Q1 		$869K Buy
4,338
+218
+5% +$39.3K 0.49% 45
2023
Q4 		$701K Buy
4,120
+1,895
+85% +$287K 0.49% 39
2023
Q3 		$323K Sell
2,225
-81
-4% -$12.1K 0.3% 78
2023
Q2 		$335K Sell
2,306
-6,720
-74% -$924K 0.3% 75
2023
Q1 		$1.18M Buy
9,026
+3,893
+76% +$533K 1.04% 17
2022
Q4 		$688K Sell
5,133
-3
-0.1% -$380 0.67% 29
2022
Q3 		$537K Buy
5,136
+4,182
+438% +$480K 0.51% 41
2022
Q2 		$18.1K Sell
954
-4,855
-84% -$602K 0.01% 394
2022
Q1 		$791K Sell
5,809
-760,640
-99% -$112M 0.49% 34
2021
Q4 		$4.84K Buy
+766,449
New +$126M 0.04% 162
2021
Q2 		$929K Buy
+5,976
New +$939K 0.41% 47
2018
Q1 		$650K Buy
+5,911
New +$669K 0.54% 48

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Castleview Partners's JPM Position: Q2 2026 in Review

Castleview Partners increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $92.5K and bringing the position to 3,115 shares worth $1.02M. The position accounts for 0.45% of the portfolio, ranked #50.

Castleview Partners first reported a position in JPM in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.18M in Q1 2023. 3,315 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Castleview Partners held 3,115 shares of JPMorgan Chase worth $1.02M as of Q2 2026.
  • Castleview Partners bought 298 JPMorgan Chase shares in Q2 2026, an estimated $92.5K.
  • JPMorgan Chase made up 0.45% of Castleview Partners's portfolio in Q2 2026, its #50 holding.
  • Castleview Partners first reported a position in JPMorgan Chase in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's JPMorgan Chase position peaked at $1.18M in Q1 2023.
  • 3,315 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.