Connective Portfolio Management’s JPMorgan Chase JPM Stock Holding History

Connective Portfolio 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	$3.59M	Buy	10,980 +7,000	+176%	+$2.17M	5.99%	3
2026 Q1	$1.17M	Sell	3,980 -3,500	-47%	-$1.06M	3.17%	12
2025 Q4	$2.41M	Hold	7,480	–	–	4.34%	8
2025 Q3	$2.36M	Buy	+7,480	New	+$2.22M	4.17%	6
2025 Q1	–	Sell	-4,080	Closed	-$978K	–	47
2024 Q4	$978K	Sell	4,080 -6,000	-60%	-$1.4M	1.46%	30
2024 Q3	$1.47M	Buy	10,080 +1,000	+11%	+$211K	2.59%	14
2024 Q2	$1.84M	Hold	9,080	–	–	2.99%	13
2024 Q1	$1.82M	Sell	9,080 -4,000	-31%	-$722K	3.2%	8
2023 Q4	$2.22M	Buy	+13,080	New	+$1.98M	4.54%	7
2023 Q3	–	Sell	-12,080	Closed	-$1.77M	–	45
2023 Q2	$1.77M	Buy	+12,080	New	+$1.66M	4.39%	4
2022 Q3	–	Sell	-6,160	Closed	-$694K	–	47
2022 Q2	$694K	Buy	+6,160	New	+$763K	1.19%	33

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Connective Portfolio Management's JPM Position: Q2 2026 in Review

Connective Portfolio Management increased its JPMorgan Chase (JPM) stake by 176% in Q2 2026, buying an estimated $2.17M and bringing the position to 10,980 shares worth $3.59M. The position accounts for 5.99% of the portfolio, ranked #3.

Connective Portfolio Management first reported a position in JPM in Q2 2022 and has held it in 11 quarters since. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Connective Portfolio Management held 10,980 shares of JPMorgan Chase worth $3.59M as of Q2 2026.
Connective Portfolio Management bought 7,000 JPMorgan Chase shares in Q2 2026, an estimated $2.17M.
JPMorgan Chase made up 5.99% of Connective Portfolio Management's portfolio in Q2 2026, its #3 holding.
Connective Portfolio Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 11 quarters since.
1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Connective Portfolio Management's 13F filing for Q2 2026, filed 7 Jul 2026.