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Covestor’s JPMorgan Chase JPM Stock Holding History

Covestor’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 		$243K Sell
743
-97
-12% -$30.1K 0.14% 102
2026
Q1 		$247K Sell
840
-286
-25% -$86.8K 0.17% 88
2025
Q4 		$363K Sell
1,126
-196
-15% -$60.7K 0.19% 66
2025
Q3 		$417K Sell
1,322
-203
-13% -$60.4K 0.23% 46
2025
Q2 		$443K Buy
1,525
+96
+7% +$24.5K 0.26% 40
2025
Q1 		$351K Sell
1,429
-60
-4% -$15.3K 0.23% 37
2024
Q4 		$357K Buy
1,489
+28
+2% +$6.52K 0.22% 41
2024
Q3 		$309K Buy
1,461
+177
+14% +$37.3K 0.19% 54
2024
Q2 		$260K Sell
1,284
-630
-33% -$123K 0.17% 93
2024
Q1 		$383K Sell
1,914
-183
-9% -$33K 0.24% 34
2023
Q4 		$358K Buy
2,097
+428
+26% +$64.9K 0.24% 33
2023
Q3 		$242K Buy
1,669
+403
+32% +$60.4K 0.18% 64
2023
Q2 		$184K Sell
1,266
-417
-25% -$57.4K 0.14% 144
2023
Q1 		$220K Sell
1,683
-462
-22% -$63.3K 0.19% 81
2022
Q4 		$287K Sell
2,145
-26
-1% -$3.29K 0.23% 55
2022
Q3 		$227K Buy
2,171
+184
+9% +$21.1K 0.2% 64
2022
Q2 		$224K Sell
1,987
-559
-22% -$69.3K 0.18% 91
2022
Q1 		$347K Buy
2,546
+485
+24% +$71.6K 0.23% 43
2021
Q4 		$327K Buy
+2,061
New +$338K 0.46% 11

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

Covestor's JPM Position: Q2 2026 in Review

Covestor reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $30.1K and leaving 743 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #102.

Covestor first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $443K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Covestor held 743 shares of JPMorgan Chase worth $243K as of Q2 2026.
  • Covestor sold 97 JPMorgan Chase shares in Q2 2026, an estimated $30.1K.
  • JPMorgan Chase made up 0.14% of Covestor's portfolio in Q2 2026, its #102 holding.
  • Covestor first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Covestor's JPMorgan Chase position peaked at $443K in Q2 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.