Center For Asset Management’s JPMorgan Chase JPM Stock Holding History

Center For Asset 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	$1.27M	Sell	3,868 -629	-14%	-$195K	0.56%	52
2026 Q1	$1.32M	Buy	4,497 +75	+2%	+$22.8K	0.66%	45
2025 Q4	$1.42M	Buy	4,422 +173	+4%	+$53.6K	0.75%	38
2025 Q3	$1.34M	Sell	4,249 -21	-0.5%	-$6.25K	0.72%	36
2025 Q2	$1.02M	Sell	4,270 -55	-1%	-$14K	0.63%	39
2025 Q1	$1.06M	Sell	4,325 -14	-0.3%	-$3.57K	0.65%	38
2024 Q4	$1.04M	Buy	4,339 +9	+0.2%	+$2.1K	0.67%	37
2024 Q3	$913K	Buy	4,330 +33	+0.8%	+$6.95K	0.55%	44
2024 Q2	$869K	Buy	+4,297	New	+$840K	0.57%	40
2023 Q1	–	Sell	-4,437	Closed	-$595K	–	112
2022 Q4	$595K	Buy	4,437 +1,004	+29%	+$127K	0.55%	48
2022 Q3	$359K	Buy	+3,433	New	+$394K	0.36%	71

Other funds holding JPM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Center For Asset Management's JPM Position: Q2 2026 in Review

Center For Asset Management reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2026, selling an estimated $195K and leaving 3,868 shares worth $1.27M. The position accounts for 0.56% of the portfolio, ranked #52.

Center For Asset Management first reported a position in JPM in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.42M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Center For Asset Management held 3,868 shares of JPMorgan Chase worth $1.27M as of Q2 2026.
Center For Asset Management sold 629 JPMorgan Chase shares in Q2 2026, an estimated $195K.
JPMorgan Chase made up 0.56% of Center For Asset Management's portfolio in Q2 2026, its #52 holding.
Center For Asset Management first reported a position in JPMorgan Chase in Q3 2022 and has held it in 11 quarters since.
Center For Asset Management's JPMorgan Chase position peaked at $1.42M in Q4 2025.
2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.