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CKW Financial Group’s JPMorgan Chase JPM Stock Holding History

CKW Financial 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 		$3.26M Buy
9,755
+41
+0.4% +$12.7K 0.32% 14
2026
Q1 		$2.87M Buy
9,714
+8
+0.1% +$2.43K 0.31% 14
2025
Q4 		$3.13M Buy
9,706
+257
+3% +$79.6K 0.34% 14
2025
Q3 		$2.94M Sell
9,449
-801
-8% -$238K 0.32% 15
2025
Q2 		$2.98M Sell
10,250
-180
-2% -$45.9K 0.34% 15
2025
Q1 		$2.54M Buy
10,430
+343
+3% +$87.4K 0.32% 15
2024
Q4 		$2.42M Buy
10,087
+34
+0.3% +$7.92K 0.3% 15
2024
Q3 		$2.08M Sell
10,053
-733
-7% -$154K 0.25% 18
2024
Q2 		$2.22M Sell
10,786
-201
-2% -$39.3K 0.28% 16
2024
Q1 		$2.19M Sell
10,987
-139
-1% -$25.1K 0.28% 16
2023
Q4 		$1.89M Sell
11,126
-100
-0.9% -$15.2K 0.26% 17
2023
Q3 		$1.63M Sell
11,226
-69
-0.6% -$10.3K 0.25% 19
2023
Q2 		$1.64M Buy
11,295
+408
+4% +$56.1K 0.25% 17
2023
Q1 		$1.42M Hold
10,887
– – 0.23% 12
2022
Q4 		$1.46M Buy
10,887
+908
+9% +$115K 0.25% 13
2022
Q3 		$1.04M Buy
9,979
+1
+0% +$115 0.2% 12
2022
Q2 		$1.14M Buy
9,978
+1
+0% +$124 0.19% 16
2022
Q1 		$1.35M Sell
9,977
-78
-0.8% -$11.5K 0.2% 15
2021
Q4 		$1.59M Hold
10,055
– – 0.24% 10
2021
Q3 		$1.68M Hold
10,055
– – 0.26% 10
2021
Q2 		$1.58M Sell
10,055
-500
-5% -$78.5K 0.25% 10
2021
Q1 		$1.61M Sell
10,555
-50
-0.5% -$7.19K 0.28% 10
2020
Q4 		$1.35M Sell
10,605
-4,670
-31% -$522K 0.25% 12
2020
Q3 		$1.48M Hold
15,275
– – 0.3% 12
2020
Q2 		$1.43M Hold
15,275
– – 0.32% 9
2020
Q1 		$1.29M Sell
15,275
-7,290
-32% -$886K 0.34% 12
2019
Q4 		$3.15M Sell
22,565
-300
-1% -$38.5K 0.59% 9
2019
Q3 		$2.64M Sell
22,865
-620
-3% -$70.1K 0.5% 11
2019
Q2 		$2.63M Sell
23,485
-265
-1% -$29.2K 0.53% 9
2019
Q1 		$2.4M Hold
23,750
– – 0.44% 10
2018
Q4 		$2.32M Sell
23,750
-150
-0.6% -$16K 0.51% 9
2018
Q3 		$2.71M Hold
23,900
– – 0.51% 9
2018
Q2 		$2.49M Sell
23,900
-23
-0.1% -$2.52K 0.52% 9
2018
Q1 		$2.58M Buy
23,923
+23
+0.1% +$2.6K 0.57% 9
2017
Q4 		$2.56M Sell
23,900
-1,025
-4% -$104K 0.57% 10
2017
Q3 		$2.38M Hold
24,925
– – 0.57% 11
2017
Q2 		$2.31M Hold
24,925
– – 0.61% 12
2017
Q1 		$2.19M Hold
24,925
– – 0.68% 12
2016
Q4 		$2.15M Sell
24,925
-732
-3% -$55.8K 0.78% 10
2016
Q3 		$1.71M Buy
25,657
+200
+0.8% +$13K 0.59% 12
2016
Q2 		$1.58M Sell
25,457
-580
-2% -$36.2K 0.56% 14
2016
Q1 		$1.54M Sell
26,037
-20
-0.1% -$1.17K 0.58% 11
2015
Q4 		$1.72M Sell
26,057
-71
-0.3% -$4.62K 0.62% 11
2015
Q3 		$1.59M Sell
26,128
-2,676
-9% -$175K 0.65% 8
2015
Q2 		$1.95M Sell
28,804
-593
-2% -$38.7K 0.77% 8
2015
Q1 		$1.76M Sell
29,397
-721
-2% -$42.7K 0.7% 8
2014
Q4 		$1.89M Sell
30,118
-265
-0.9% -$15.9K 0.8% 8
2014
Q3 		$1.83M Buy
30,383
+199
+0.7% +$11.6K 0.8% 6
2014
Q2 		$1.74M Hold
30,184
– – 0.93% 5
2014
Q1 		$1.83M Buy
30,184
+300
+1% +$17.3K 0.87% 6
2013
Q4 		$1.75M Buy
+29,884
New +$1.64M 0.91% 6

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

CKW Financial Group's JPM Position: Q2 2026 in Review

CKW Financial Group increased its JPMorgan Chase (JPM) stake by 0.42% in Q2 2026, buying an estimated $12.7K and bringing the position to 9,755 shares worth $3.26M. The position accounts for 0.32% of the portfolio, ranked #14.

CKW Financial Group first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CKW Financial Group held 9,755 shares of JPMorgan Chase worth $3.26M as of Q2 2026.
  • CKW Financial Group bought 41 JPMorgan Chase shares in Q2 2026, an estimated $12.7K.
  • JPMorgan Chase made up 0.32% of CKW Financial Group's portfolio in Q2 2026, its #14 holding.
  • CKW Financial Group first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.