CIM
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Corda Investment Management’s JPMorgan Chase JPM Stock Holding History

Corda Investment 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 		$1.73M Buy
5,278
+119
+2% +$37K 0.11% 62
2026
Q1 		$1.52M Sell
5,159
-685
-12% -$208K 0.1% 65
2025
Q4 		$1.88M Buy
5,844
+7
+0.1% +$2.17K 0.14% 60
2025
Q3 		$1.84M Sell
5,837
-206
-3% -$61.3K 0.13% 62
2025
Q2 		$1.75M Sell
6,043
-806
-12% -$206K 0.13% 58
2025
Q1 		$1.68M Sell
6,849
-657
-9% -$167K 0.13% 55
2024
Q4 		$1.8M Buy
7,506
+265
+4% +$61.7K 0.14% 57
2024
Q3 		$1.53M Sell
7,241
-2,458
-25% -$518K 0.12% 57
2024
Q2 		$1.96M Buy
9,699
+2,481
+34% +$485K 0.16% 50
2024
Q1 		$1.45M Buy
7,218
+695
+11% +$125K 0.12% 58
2023
Q4 		$1.11M Buy
+6,523
New +$989K 0.09% 57

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

Corda Investment Management's JPM Position: Q2 2026 in Review

Corda Investment Management increased its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, buying an estimated $37K and bringing the position to 5,278 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #62.

Corda Investment Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q2 2024. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Corda Investment Management held 5,278 shares of JPMorgan Chase worth $1.73M as of Q2 2026.
  • Corda Investment Management bought 119 JPMorgan Chase shares in Q2 2026, an estimated $37K.
  • JPMorgan Chase made up 0.11% of Corda Investment Management's portfolio in Q2 2026, its #62 holding.
  • Corda Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Corda Investment Management's JPMorgan Chase position peaked at $1.96M in Q2 2024.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Corda Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.