CL
JPM icon

COWA LLC’s JPMorgan Chase JPM Stock Holding History

COWA LLC’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 		$679K Buy
2,074
+15
+0.7% +$4.66K 0.17% 86
2026
Q1 		$606K Sell
2,059
-213
-9% -$64.6K 0.16% 95
2025
Q4 		$732K Sell
2,272
-256
-10% -$79.3K 0.22% 72
2025
Q3 		$797K Sell
2,528
-174
-6% -$51.8K 0.26% 68
2025
Q2 		$783K Buy
2,702
+694
+35% +$177K 0.3% 64
2025
Q1 		$493K Sell
2,008
-453
-18% -$115K 0.21% 84
2024
Q4 		$590K Sell
2,461
-68
-3% -$15.8K 0.27% 70
2024
Q3 		$533K Hold
2,529
– – 0.25% 75
2024
Q2 		$512K Hold
2,529
– – 0.27% 69
2024
Q1 		$507K Sell
2,529
-376
-13% -$67.8K 0.3% 69
2023
Q4 		$494K Buy
2,905
+246
+9% +$37.3K 0.31% 58
2023
Q3 		$386K Sell
2,659
-50
-2% -$7.5K 0.26% 69
2023
Q2 		$394K Sell
2,709
-500
-16% -$68.8K 0.26% 68
2023
Q1 		$418K Hold
3,209
– – 0.34% 66
2022
Q4 		$752K Hold
3,209
– – 0.47% 47
2022
Q3 		$335K Sell
3,209
-67
-2% -$7.69K 0.22% 80
2022
Q2 		$369K Sell
3,276
-100
-3% -$12.4K 0.21% 87
2022
Q1 		$460K Sell
3,376
-661
-16% -$97.6K 0.23% 80
2021
Q4 		$639K Hold
4,037
– – 0.32% 56
2021
Q3 		$661K Hold
4,037
– – 0.38% 48
2021
Q2 		$630K Sell
4,037
-875
-18% -$137K 0.39% 51
2021
Q1 		$767K Buy
4,912
+380
+8% +$54.7K 0.46% 42
2020
Q4 		$635K Buy
+4,532
New +$507K 0.48% 44

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

COWA LLC's JPM Position: Q2 2026 in Review

COWA LLC increased its JPMorgan Chase (JPM) stake by 0.73% in Q2 2026, buying an estimated $4.66K and bringing the position to 2,074 shares worth $679K. The position accounts for 0.17% of the portfolio, ranked #86.

COWA LLC first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $797K in Q3 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • COWA LLC held 2,074 shares of JPMorgan Chase worth $679K as of Q2 2026.
  • COWA LLC bought 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 0.17% of COWA LLC's portfolio in Q2 2026, its #86 holding.
  • COWA LLC first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • COWA LLC's JPMorgan Chase position peaked at $797K in Q3 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.