Councilmark Asset Management’s JPMorgan Chase JPM Stock Holding History

Councilmark 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	$1.73M	Hold	5,293	–	–	0.92%	26
2026 Q1	$1.56M	Hold	5,293	–	–	0.89%	30
2025 Q4	$1.71M	Hold	5,293	–	–	0.95%	26
2025 Q3	$1.67M	Hold	5,293	–	–	0.96%	26
2025 Q2	$1.53M	Hold	5,293	–	–	0.97%	28
2025 Q1	$1.3M	Hold	5,293	–	–	0.88%	30
2024 Q4	$1.27M	Buy	5,293 +51	+1%	+$11.9K	0.85%	34
2024 Q3	$1.11M	Hold	5,242	–	–	0.74%	36
2024 Q2	$1.06M	Hold	5,242	–	–	0.75%	38
2024 Q1	$1.05M	Buy	+5,242	New	+$946K	0.76%	40

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Councilmark Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 5,293 shares worth $1.73M. The position accounts for 0.92% of the portfolio, ranked #26.

Councilmark Asset Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Councilmark Asset Management held 5,293 shares of JPMorgan Chase worth $1.73M as of Q2 2026.
Councilmark Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.92% of Councilmark Asset Management's portfolio in Q2 2026, its #26 holding.
Councilmark Asset Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.