Consolidated Investment Group’s JPMorgan Chase JPM Stock Holding History

Consolidated 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	$8.99M	Hold	27,457	–	–	0.78%	24
2026 Q1	$8.08M	Buy	27,457 +755	+3%	+$229K	0.88%	22
2025 Q4	$8.6M	Hold	26,702	–	–	1.03%	20
2025 Q3	$8.42M	Hold	26,702	–	–	1.03%	20
2025 Q2	$7.74M	Hold	26,702	–	–	1.04%	21
2025 Q1	$6.55M	Sell	26,702 -990	-4%	-$252K	1%	23
2024 Q4	$6.64M	Hold	27,692	–	–	0.93%	26
2024 Q3	$5.84M	Hold	27,692	–	–	0.87%	28
2024 Q2	$5.6M	Hold	27,692	–	–	0.87%	29
2024 Q1	$5.55M	Hold	27,692	–	–	0.9%	29
2023 Q4	$4.71M	Hold	27,692	–	–	0.83%	32
2023 Q3	$4.02M	Hold	27,692	–	–	0.78%	35
2023 Q2	$4.03M	Hold	27,692	–	–	0.72%	37
2023 Q1	$3.61M	Hold	27,692	–	–	0.7%	40
2022 Q4	$3.71M	Sell	27,692 -12,000	-30%	-$1.52M	0.79%	39
2022 Q3	$4.15M	Hold	39,692	–	–	0.9%	29
2022 Q2	$4.47M	Hold	39,692	–	–	0.85%	32
2022 Q1	$5.41M	Hold	39,692	–	–	0.88%	30
2021 Q4	$6.29M	Hold	39,692	–	–	1%	27
2021 Q3	$6.5M	Sell	39,692 -3,300	-8%	-$517K	1.02%	27
2021 Q2	$6.69M	Hold	42,992	–	–	1.11%	23
2021 Q1	$6.54M	Hold	42,992	–	–	1.44%	16
2020 Q4	$5.46M	Hold	42,992	–	–	1.42%	19
2020 Q3	$4.14M	Hold	42,992	–	–	1.39%	21
2020 Q2	$4.04M	Hold	42,992	–	–	1.53%	20
2020 Q1	$3.87M	Hold	42,992	–	–	1.71%	18
2019 Q4	$5.99M	Hold	42,992	–	–	2.82%	12
2019 Q3	$5.06M	Hold	42,992	–	–	2.61%	14
2019 Q2	$4.81M	Hold	42,992	–	–	2.52%	15
2019 Q1	$4.35M	Hold	42,992	–	–	2.17%	17
2018 Q4	$4.2M	Hold	42,992	–	–	2.14%	16
2018 Q3	$4.85M	Hold	42,992	–	–	2.26%	15
2018 Q2	$4.48M	Hold	42,992	–	–	2.17%	16
2018 Q1	$4.73M	Hold	42,992	–	–	2.29%	16
2017 Q4	$4.6M	Hold	42,992	–	–	2.37%	17
2017 Q3	$4.11M	Hold	42,992	–	–	2.07%	18
2017 Q2	$3.93M	Buy	42,992 +10,000	+30%	+$863K	2.09%	18
2017 Q1	$2.9M	Hold	32,992	–	–	1.65%	24
2016 Q4	$2.85M	Hold	32,992	–	–	1.78%	22
2016 Q3	$2.2M	Hold	32,992	–	–	1.34%	29
2016 Q2	$2.05M	Hold	32,992	–	–	1.04%	42
2016 Q1	$1.95M	Buy	32,992 +12,900	+64%	+$753K	0.9%	48
2015 Q4	$1.33M	Hold	20,092	–	–	0.59%	56
2015 Q3	$1.23M	Buy	20,092 +12,104	+152%	+$793K	0.57%	57
2015 Q2	$541K	Hold	7,988	–	–	0.26%	63
2015 Q1	$484K	Hold	7,988	–	–	0.23%	62
2014 Q4	$500K	Hold	7,988	–	–	0.25%	64
2014 Q3	$481K	Hold	7,988	–	–	0.24%	63
2014 Q2	$460K	Hold	7,988	–	–	0.23%	54
2014 Q1	$485K	Hold	7,988	–	–	0.27%	50
2013 Q4	$467K	Hold	7,988	–	–	0.28%	47
2013 Q3	$413K	Hold	7,988	–	–	0.28%	48
2013 Q2	$422K	Buy	+7,988	New	+$406K	0.33%	41

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Consolidated Investment Group's JPM Position: Q2 2026 in Review

Consolidated Investment Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 27,457 shares worth $8.99M. The position accounts for 0.78% of the portfolio, ranked #24.

Consolidated Investment Group first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Consolidated Investment Group held 27,457 shares of JPMorgan Chase worth $8.99M as of Q2 2026.
Consolidated Investment Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.78% of Consolidated Investment Group's portfolio in Q2 2026, its #24 holding.
Consolidated Investment Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Consolidated Investment Group's 13F filing for Q2 2026, filed 22 Jul 2026.