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Copley Financial Group’s JPMorgan Chase JPM Stock Holding History

Copley 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 		$726K Sell
2,218
-481
-18% -$149K 0.44% 29
2026
Q1 		$794K Sell
2,699
-13
-0.5% -$3.94K 0.48% 29
2025
Q4 		$874K Sell
2,712
-97
-3% -$30K 0.54% 27
2025
Q3 		$886K Sell
2,809
-291
-9% -$86.5K 0.61% 25
2025
Q2 		$899K Sell
3,100
-178
-5% -$45.4K 0.67% 24
2025
Q1 		$804K Buy
3,278
+136
+4% +$34.7K 0.62% 26
2024
Q4 		$753K Sell
3,142
-36
-1% -$8.38K 0.58% 29
2024
Q3 		$670K Buy
+3,178
New +$669K 0.61% 29

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Copley Financial Group reduced its JPMorgan Chase (JPM) stake by 18% in Q2 2026, selling an estimated $149K and leaving 2,218 shares worth $726K. The position accounts for 0.44% of the portfolio, ranked #29.

Copley Financial Group first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $899K in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Copley Financial Group held 2,218 shares of JPMorgan Chase worth $726K as of Q2 2026.
  • Copley Financial Group sold 481 JPMorgan Chase shares in Q2 2026, an estimated $149K.
  • JPMorgan Chase made up 0.44% of Copley Financial Group's portfolio in Q2 2026, its #29 holding.
  • Copley Financial Group first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • Copley Financial Group's JPMorgan Chase position peaked at $899K in Q2 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.