Conrad Siegel Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Conrad Siegel Investment Advisors’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	$440K	Buy	1,344 +190	+16%	+$59K	0.07%	49
2026 Q1	$340K	Sell	1,154 -6	-0.5%	-$1.82K	0.06%	51
2025 Q4	$374K	Sell	1,160 -8	-0.7%	-$2.48K	0.07%	46
2025 Q3	$369K	Buy	1,168 +7	+0.6%	+$2.08K	0.08%	44
2025 Q2	$337K	Sell	1,161 -23	-2%	-$5.87K	0.08%	43
2025 Q1	$291K	Buy	1,184 +53	+5%	+$13.5K	0.07%	40
2024 Q4	$271K	Sell	1,131 -30	-3%	-$6.99K	0.07%	39
2024 Q3	$245K	Buy	1,161 +171	+17%	+$36K	0.07%	40
2024 Q2	$200K	Buy	+990	New	+$194K	0.06%	41

Other funds holding JPM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

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

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Conrad Siegel Investment Advisors's JPM Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its JPMorgan Chase (JPM) stake by 16% in Q2 2026, buying an estimated $59K and bringing the position to 1,344 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #49.

Conrad Siegel Investment Advisors first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 1,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Conrad Siegel Investment Advisors held 1,344 shares of JPMorgan Chase worth $440K as of Q2 2026.
Conrad Siegel Investment Advisors bought 190 JPMorgan Chase shares in Q2 2026, an estimated $59K.
JPMorgan Chase made up 0.07% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #49 holding.
Conrad Siegel Investment Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
1,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.