Check Capital Management’s JPMorgan Chase JPM Stock Holding History

Check 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	$313K	Buy	957 +1	+0.1%	+$311	﹤0.01%	41
2026 Q1	$281K	Buy	956 +1	+0.1%	+$303	0.01%	45
2025 Q4	$308K	Buy	955 +1	+0.1%	+$310	0.01%	40
2025 Q3	$301K	Buy	954 +1	+0.1%	+$297	0.01%	42
2025 Q2	$276K	Buy	953 +1	+0.1%	+$255	0.01%	42
2025 Q1	$233K	Buy	952 +11	+1%	+$2.8K	0.01%	43
2024 Q4	$226K	Buy	+941	New	+$219K	0.01%	42

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Check Capital Management's JPM Position: Q2 2026 in Review

Check Capital Management increased its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, buying an estimated $311 and bringing the position to 957 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #41.

Check Capital Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Check Capital Management held 957 shares of JPMorgan Chase worth $313K as of Q2 2026.
Check Capital Management bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up ﹤0.01% of Check Capital Management's portfolio in Q2 2026, its #41 holding.
Check Capital Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Check Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.