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Certuity’s JPMorgan Chase JPM Stock Holding History

Certuity’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 		$5.41M Sell
16,514
-111
-0.7% -$34.5K 0.27% 55
2026
Q1 		$4.89M Sell
16,625
-2,069
-11% -$628K 0.32% 52
2025
Q4 		$6.02M Buy
18,694
+665
+4% +$206K 0.38% 46
2025
Q3 		$5.69M Buy
18,029
+3,114
+21% +$926K 0.39% 48
2025
Q2 		$4.32M Sell
14,915
-505
-3% -$129K 0.41% 45
2025
Q1 		$3.78M Sell
15,420
-31,036
-67% -$7.91M 0.4% 47
2024
Q4 		$11.1M Sell
46,456
-3,180
-6% -$741K 1.21% 21
2024
Q3 		$10.5M Buy
49,636
+3,516
+8% +$741K 1.13% 23
2024
Q2 		$9.33M Sell
46,120
-10,747
-19% -$2.1M 0.74% 31
2024
Q1 		$11.4M Sell
56,867
-17,739
-24% -$3.2M 1% 27
2023
Q4 		$12.7M Buy
74,606
+3,791
+5% +$575K 1.28% 21
2023
Q3 		$10.3M Buy
70,815
+1,855
+3% +$278K 1.21% 22
2023
Q2 		$10M Buy
68,960
+3,206
+5% +$441K 1.14% 26
2023
Q1 		$8.57M Sell
65,754
-213
-0.3% -$29.2K 1.27% 23
2022
Q4 		$8.85M Buy
65,967
+60,418
+1,089% +$7.66M 1.4% 22
2022
Q3 		$580K Buy
5,549
+1,715
+45% +$197K 0.13% 78
2022
Q2 		$432K Sell
3,834
-1,471
-28% -$182K 0.11% 103
2022
Q1 		$723K Sell
5,305
-3,976
-43% -$587K 0.16% 97
2021
Q4 		$1.47M Sell
9,281
-1,676
-15% -$275K 0.32% 53
2021
Q3 		$1.79M Buy
10,957
+857
+8% +$134K 0.36% 53
2021
Q2 		$1.57M Buy
10,100
+210
+2% +$33K 0.36% 52
2021
Q1 		$1.51M Buy
9,890
+925
+10% +$133K 0.4% 43
2020
Q4 		$1.14M Buy
8,965
+629
+8% +$70.3K 0.37% 45
2020
Q3 		$802K Buy
8,336
+1,212
+17% +$119K 0.32% 55
2020
Q2 		$670K Buy
7,124
+166
+2% +$15.8K 0.31% 54
2020
Q1 		$636K Sell
6,958
-553
-7% -$67.2K 0.35% 50
2019
Q4 		$1.05M Buy
+7,511
New +$963K 0.5% 36

Other funds holding JPM

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Certuity's JPM Position: Q2 2026 in Review

Certuity reduced its JPMorgan Chase (JPM) stake by 0.67% in Q2 2026, selling an estimated $34.5K and leaving 16,514 shares worth $5.41M. The position accounts for 0.27% of the portfolio, ranked #55.

Certuity first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.7M in Q4 2023. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Certuity held 16,514 shares of JPMorgan Chase worth $5.41M as of Q2 2026.
  • Certuity sold 111 JPMorgan Chase shares in Q2 2026, an estimated $34.5K.
  • JPMorgan Chase made up 0.27% of Certuity's portfolio in Q2 2026, its #55 holding.
  • Certuity first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Certuity's JPMorgan Chase position peaked at $12.7M in Q4 2023.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.