Coyle Financial Counsel’s JPMorgan Chase JPM Stock Holding History

Coyle Financial Counsel’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	$1.39M	Buy	4,261 +367	+9%	+$114K	0.25%	38
2026 Q1	$1.15M	Buy	3,894 +111	+3%	+$33.7K	0.24%	39
2025 Q4	$1.22M	Buy	3,783 +854	+29%	+$264K	0.26%	39
2025 Q3	$924K	Buy	2,929 +693	+31%	+$206K	0.21%	48
2025 Q2	$648K	Buy	2,236 +32	+1%	+$8.17K	0.17%	51
2025 Q1	$541K	Buy	2,204 +30	+1%	+$7.65K	0.17%	51
2024 Q4	$521K	Buy	2,174 +523	+32%	+$122K	0.16%	53
2024 Q3	$334K	Buy	1,651 +342	+26%	+$72K	0.12%	55
2024 Q2	$262K	Hold	1,309	–	–	0.09%	57
2024 Q1	$262K	Buy	1,309 +73	+6%	+$13.2K	0.09%	57
2023 Q4	$210K	Buy	+1,236	New	+$187K	0.08%	65
2023 Q3	–	Sell	-1,454	Closed	-$211K	–	66
2023 Q2	$211K	Buy	+1,454	New	+$200K	0.1%	59
2022 Q3	–	Sell	-2,176	Closed	-$245K	–	60
2022 Q2	$245K	Sell	2,176 -9	-0.4%	-$1.11K	0.13%	57
2022 Q1	$298K	Buy	2,185 +9	+0.4%	+$1.33K	0.16%	61
2021 Q4	$345K	Buy	2,176 +8	+0.4%	+$1.31K	0.2%	58
2021 Q3	$355K	Buy	+2,168	New	+$340K	0.21%	53
2020 Q2	–	Sell	-2,800	Closed	-$252K	–	47
2020 Q1	$252K	Sell	2,800 -120	-4%	-$14.6K	0.31%	43
2019 Q4	$407K	Sell	2,920 -80	-3%	-$10.3K	0.38%	45
2019 Q3	$353K	Hold	3,000	–	–	0.36%	49
2019 Q2	$335K	Buy	+3,000	New	+$331K	0.3%	50
2018 Q3	–	Sell	-215	Closed	-$22K	–	174
2018 Q2	$22K	Sell	215 -114	-35%	-$12.5K	0.02%	80
2018 Q1	$36K	Buy	+329	New	+$37.3K	0.04%	55

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

Coyle Financial Counsel's JPM Position: Q2 2026 in Review

Coyle Financial Counsel increased its JPMorgan Chase (JPM) stake by 9.4% in Q2 2026, buying an estimated $114K and bringing the position to 4,261 shares worth $1.39M. The position accounts for 0.25% of the portfolio, ranked #38.

Coyle Financial Counsel first reported a position in JPM in Q1 2018 and has held it in 22 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Coyle Financial Counsel held 4,261 shares of JPMorgan Chase worth $1.39M as of Q2 2026.
Coyle Financial Counsel bought 367 JPMorgan Chase shares in Q2 2026, an estimated $114K.
JPMorgan Chase made up 0.25% of Coyle Financial Counsel's portfolio in Q2 2026, its #38 holding.
Coyle Financial Counsel first reported a position in JPMorgan Chase in Q1 2018 and has held it in 22 quarters since.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.