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Counterweight Ventures’s JPMorgan Chase JPM Stock Holding History

Counterweight Ventures’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 		$4.91M Sell
14,986
-547
-4% -$170K 2.45% 13
2026
Q1 		$4.57M Buy
15,533
+233
+2% +$70.7K 2.56% 11
2025
Q4 		$4.93M Sell
15,300
-22
-0.1% -$6.81K 2.77% 13
2025
Q3 		$4.83M Sell
15,322
-1,347
-8% -$401K 2.83% 11
2025
Q2 		$4.83M Buy
16,669
+570
+4% +$145K 3.16% 8
2025
Q1 		$3.95M Buy
16,099
+390
+2% +$99.4K 2.83% 13
2024
Q4 		$3.77M Buy
15,709
+191
+1% +$44.5K 2.66% 12
2024
Q3 		$3.27M Sell
15,518
-823
-5% -$173K 2.32% 15
2024
Q2 		$3.31M Buy
16,341
+794
+5% +$155K 2.5% 12
2024
Q1 		$3.11M Buy
15,547
+2,674
+21% +$483K 2.51% 13
2023
Q4 		$2.19M Buy
+12,873
New +$1.95M 1.99% 23

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Counterweight Ventures's JPM Position: Q2 2026 in Review

Counterweight Ventures reduced its JPMorgan Chase (JPM) stake by 3.5% in Q2 2026, selling an estimated $170K and leaving 14,986 shares worth $4.91M. The position accounts for 2.45% of the portfolio, ranked #13.

Counterweight Ventures first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.93M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Counterweight Ventures held 14,986 shares of JPMorgan Chase worth $4.91M as of Q2 2026.
  • Counterweight Ventures sold 547 JPMorgan Chase shares in Q2 2026, an estimated $170K.
  • JPMorgan Chase made up 2.45% of Counterweight Ventures's portfolio in Q2 2026, its #13 holding.
  • Counterweight Ventures first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Counterweight Ventures's JPMorgan Chase position peaked at $4.93M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Counterweight Ventures's 13F filing for Q2 2026, filed 23 Jul 2026.