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Collective Family Office’s JPMorgan Chase JPM Stock Holding History

Collective Family Office’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 		$992K Sell
3,030
-150
-5% -$46.6K 0.2% 81
2026
Q1 		$935K Sell
3,180
-159
-5% -$48.3K 0.21% 77
2025
Q4 		$1.08M Buy
3,339
+32
+1% +$9.91K 0.25% 74
2025
Q3 		$1.04M Sell
3,307
-124
-4% -$36.9K 0.25% 76
2025
Q2 		$995K Sell
3,431
-498
-13% -$127K 0.26% 77
2025
Q1 		$964K Sell
3,929
-266
-6% -$67.8K 0.26% 72
2024
Q4 		$1.01M Sell
4,195
-43
-1% -$10K 0.28% 74
2024
Q3 		$894K Sell
4,238
-451
-10% -$95K 0.24% 82
2024
Q2 		$948K Buy
4,689
+975
+26% +$191K 0.28% 79
2024
Q1 		$744K Buy
3,714
+327
+10% +$59K 0.24% 86
2023
Q4 		$576K Sell
3,387
-125
-4% -$18.9K 0.2% 96
2023
Q3 		$509K Sell
3,512
-44
-1% -$6.6K 0.2% 101
2023
Q2 		$517K Sell
3,556
-119
-3% -$16.4K 0.2% 99
2023
Q1 		$479K Sell
3,675
-1,369
-27% -$188K 0.2% 101
2022
Q4 		$676K Sell
5,044
-373
-7% -$47.3K 0.3% 76
2022
Q3 		$566K Sell
5,417
-3,396
-39% -$390K 0.28% 88
2022
Q2 		$992K Sell
8,813
-64
-0.7% -$7.93K 0.43% 68
2022
Q1 		$1.21M Buy
8,877
+1,310
+17% +$193K 0.46% 58
2021
Q4 		$1.2M Buy
7,567
+369
+5% +$60.6K 0.47% 61
2021
Q3 		$1.18M Buy
7,198
+51
+0.7% +$8K 0.51% 53
2021
Q2 		$1.11M Buy
7,147
+2
+0% +$314 0.48% 59
2021
Q1 		$1.09M Buy
7,145
+573
+9% +$82.4K 0.53% 51
2020
Q4 		$835K Buy
+6,572
New +$735K 0.46% 64

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

Collective Family Office's JPM Position: Q2 2026 in Review

Collective Family Office reduced its JPMorgan Chase (JPM) stake by 4.7% in Q2 2026, selling an estimated $46.6K and leaving 3,030 shares worth $992K. The position accounts for 0.2% of the portfolio, ranked #81.

Collective Family Office first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q1 2022. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Collective Family Office held 3,030 shares of JPMorgan Chase worth $992K as of Q2 2026.
  • Collective Family Office sold 150 JPMorgan Chase shares in Q2 2026, an estimated $46.6K.
  • JPMorgan Chase made up 0.2% of Collective Family Office's portfolio in Q2 2026, its #81 holding.
  • Collective Family Office first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's JPMorgan Chase position peaked at $1.21M in Q1 2022.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.