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Chicago Partners Investment Group’s JPMorgan Chase JPM Stock Holding History

Chicago Partners Investment Group’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 		$33.7M Buy
96,420
+2,743
+3% +$852K 0.67% 25
2026
Q1 		$29.3M Buy
93,677
+6,445
+7% +$1.96M 0.65% 27
2025
Q4 		$26M Buy
87,232
+557
+0.6% +$172K 0.64% 29
2025
Q3 		$26.5M Buy
86,675
+1,944
+2% +$578K 0.69% 25
2025
Q2 		$25.1M Buy
84,731
+1,078
+1% +$275K 0.72% 26
2025
Q1 		$20.9M Buy
83,653
+1,104
+1% +$281K 0.69% 28
2024
Q4 		$20.1M Sell
82,549
-789
-0.9% -$184K 0.67% 32
2024
Q3 		$18.6M Sell
83,338
-1,167
-1% -$246K 0.66% 32
2024
Q2 		$18.2M Buy
84,505
+4,677
+6% +$914K 0.7% 29
2024
Q1 		$15.3M Buy
79,828
+1,043
+1% +$188K 0.65% 32
2023
Q4 		$13.4M Sell
78,785
-4,649
-6% -$705K 0.62% 37
2023
Q3 		$11.8M Sell
83,434
-5,052
-6% -$757K 0.63% 35
2023
Q2 		$13.8M Buy
88,486
+784
+0.9% +$108K 0.72% 29
2023
Q1 		$12.3M Buy
87,702
+6,368
+8% +$873K 0.72% 28
2022
Q4 		$11.7M Buy
81,334
+1,287
+2% +$163K 0.72% 27
2022
Q3 		$10.5M Buy
80,047
+2,885
+4% +$331K 0.75% 28
2022
Q2 		$8.9M Buy
77,162
+296
+0.4% +$36.7K 0.64% 36
2022
Q1 		$9.23M Buy
76,866
+1,058
+1% +$156K 0.7% 30
2021
Q4 		$11.6M Buy
75,808
+461
+0.6% +$75.7K 0.82% 27
2021
Q3 		$12.6M Buy
75,347
+299
+0.4% +$46.9K 0.89% 26
2021
Q2 		$11.4M Sell
75,048
-959
-1% -$151K 0.85% 30
2021
Q1 		$11.4M Buy
76,007
+42,163
+125% +$6.07M 0.94% 26
2020
Q4 		$4.53M Buy
33,844
+1,018
+3% +$114K 0.43% 53
2020
Q3 		$3.4M Sell
32,826
-19,101
-37% -$1.88M 0.4% 50
2020
Q2 		$5.03M Buy
51,927
+2,414
+5% +$229K 0.63% 41
2020
Q1 		$4.71M Buy
49,513
+20,920
+73% +$2.54M 0.73% 36
2019
Q4 		$3.92M Buy
28,593
+7,852
+38% +$1.01M 0.48% 46
2019
Q3 		$2.59M Buy
20,741
+994
+5% +$112K 0.37% 54
2019
Q2 		$2.26M Sell
19,747
-18
-0.1% -$1.99K 0.32% 57
2019
Q1 		$2.24M Sell
19,765
-3,732
-16% -$384K 0.33% 58
2018
Q4 		$2.36M Sell
23,497
-3,508
-13% -$374K 0.35% 59
2018
Q3 		$2.83M Buy
27,005
+5,408
+25% +$614K 0.42% 47
2018
Q2 		$2.25M Buy
21,597
+5,905
+38% +$648K 0.35% 51
2018
Q1 		$1.73M Buy
15,692
+654
+4% +$74K 0.3% 63
2017
Q4 		$1.61M Sell
15,038
-1,950
-11% -$197K 0.26% 73
2017
Q3 		$1.62M Buy
16,988
+13,868
+444% +$1.28M 0.28% 67
2017
Q2 		$275K Sell
3,120
-17,628
-85% -$1.52M 0.07% 160
2017
Q1 		$1.82M Sell
20,748
-514
-2% -$45.3K 0.52% 43
2016
Q4 		$1.83M Buy
21,262
+1,982
+10% +$151K 0.67% 35
2016
Q3 		$1.28M Sell
19,280
-1,858
-9% -$121K 0.51% 47
2016
Q2 		$1.31M Buy
21,138
+1,140
+6% +$71.2K 0.63% 41
2016
Q1 		$1.18M Buy
19,998
+142
+0.7% +$8.29K 0.61% 44
2015
Q4 		$1.31M Buy
19,856
+2,437
+14% +$159K 0.63% 41
2015
Q3 		$1.06M Buy
17,419
+535
+3% +$35K 0.59% 41
2015
Q2 		$1.14M Buy
16,884
+573
+4% +$37.4K 0.52% 45
2015
Q1 		$1.02M Sell
16,311
-621
-4% -$36.8K 0.45% 51
2014
Q4 		$1.06M Buy
+16,932
New +$1.02M 0.45% 47

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Chicago Partners Investment Group's JPM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, buying an estimated $852K and bringing the position to 96,420 shares worth $33.7M. The position accounts for 0.67% of the portfolio, ranked #25.

Chicago Partners Investment Group first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. 2,435 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Chicago Partners Investment Group held 96,420 shares of JPMorgan Chase worth $33.7M as of Q2 2026.
  • Chicago Partners Investment Group bought 2,743 JPMorgan Chase shares in Q2 2026, an estimated $852K.
  • JPMorgan Chase made up 0.67% of Chicago Partners Investment Group's portfolio in Q2 2026, its #25 holding.
  • Chicago Partners Investment Group first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
  • 2,435 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.