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Costello Asset Management’s JPMorgan Chase JPM Stock Holding History

Costello Asset 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 		$2.85M Buy
8,700
+132
+2% +$41K 0.85% 28
2026
Q1 		$2.52M Buy
8,568
+837
+11% +$254K 0.87% 28
2025
Q4 		$2.49M Buy
7,731
+2,418
+46% +$749K 0.82% 26
2025
Q3 		$1.68M Sell
5,313
-22
-0.4% -$6.54K 0.56% 37
2025
Q2 		$1.55M Sell
5,335
-1,141
-18% -$291K 0.58% 38
2025
Q1 		$1.59M Buy
6,476
+56
+0.9% +$14.3K 0.64% 35
2024
Q4 		$1.54M Sell
6,420
-56
-0.9% -$13K 1.02% 36
2024
Q3 		$1.37M Sell
6,476
-326
-5% -$68.7K 0.91% 36
2024
Q2 		$1.38M Sell
6,802
-150
-2% -$29.3K 1.03% 31
2024
Q1 		$1.39M Sell
6,952
-937
-12% -$169K 1% 29
2023
Q4 		$1.34M Sell
7,889
-2,679
-25% -$406K 1.11% 26
2023
Q3 		$1.53M Sell
10,568
-494
-4% -$74.1K 1.41% 23
2023
Q2 		$1.61M Sell
11,062
-10
-0.1% -$1.38K 1.38% 24
2023
Q1 		$1.44M Sell
11,072
-667
-6% -$91.4K 1.49% 19
2022
Q4 		$1.57M Sell
11,739
-43
-0.4% -$5.45K 1.42% 19
2022
Q3 		$1.23M Sell
11,782
-663
-5% -$76.1K 1.16% 29
2022
Q2 		$1.4M Sell
12,445
-61
-0.5% -$7.56K 1.21% 29
2022
Q1 		$1.71M Buy
12,506
+6,250
+100% +$923K 1.17% 31
2021
Q4 		$991K Buy
6,256
+987
+19% +$162K 0.61% 36
2021
Q3 		$862K Sell
5,269
-134
-2% -$21K 0.55% 39
2021
Q2 		$840K Sell
5,403
-20
-0.4% -$3.14K 0.55% 38
2021
Q1 		$826K Buy
5,423
+239
+5% +$34.4K 0.57% 37
2020
Q4 		$659K Buy
5,184
+92
+2% +$10.3K 0.5% 36
2020
Q3 		$490K Buy
5,092
+7
+0.1% +$687 0.43% 38
2020
Q2 		$478K Buy
+5,085
New +$482K 0.47% 37

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

Costello Asset Management's JPM Position: Q2 2026 in Review

Costello Asset Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $41K and bringing the position to 8,700 shares worth $2.85M. The position accounts for 0.85% of the portfolio, ranked #28.

Costello Asset Management first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Costello Asset Management held 8,700 shares of JPMorgan Chase worth $2.85M as of Q2 2026.
  • Costello Asset Management bought 132 JPMorgan Chase shares in Q2 2026, an estimated $41K.
  • JPMorgan Chase made up 0.85% of Costello Asset Management's portfolio in Q2 2026, its #28 holding.
  • Costello Asset Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.