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CenterBook Partners’s JPMorgan Chase JPM Stock Holding History

CenterBook 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 		$22.6M Buy
68,940
+1,330
+2% +$413K 1.11% 16
2026
Q1 		$19.9M Buy
+67,610
New +$20.5M 1.07% 12
2025
Q3 		– Sell
-20,900
Closed -$6.06M – 607
2025
Q2 		$6.06M Buy
+20,900
New +$5.33M 0.34% 79
2024
Q4 		– Sell
-8,641
Closed -$1.82M – 533
2024
Q3 		$1.82M Buy
+8,641
New +$1.82M 0.11% 208
2023
Q1 		– Sell
-16,791
Closed -$2.25M – 423
2022
Q4 		$2.25M Buy
16,791
+8,211
+96% +$1.04M 0.37% 81
2022
Q3 		$897K Buy
8,580
+102
+1% +$11.7K 0.17% 198
2022
Q2 		$955K Buy
+8,478
New +$1.05M 0.2% 180

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CenterBook Partners's JPM Position: Q2 2026 in Review

CenterBook Partners increased its JPMorgan Chase (JPM) stake by 2% in Q2 2026, buying an estimated $413K and bringing the position to 68,940 shares worth $22.6M. The position accounts for 1.11% of the portfolio, ranked #16.

CenterBook Partners first reported a position in JPM in Q2 2022 and has held it in 7 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CenterBook Partners held 68,940 shares of JPMorgan Chase worth $22.6M as of Q2 2026.
  • CenterBook Partners bought 1,330 JPMorgan Chase shares in Q2 2026, an estimated $413K.
  • JPMorgan Chase made up 1.11% of CenterBook Partners's portfolio in Q2 2026, its #16 holding.
  • CenterBook Partners first reported a position in JPMorgan Chase in Q2 2022 and has held it in 7 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CenterBook Partners's 13F filing for Q2 2026, filed 11 Aug 2026.