CPA Asset Management’s JPMorgan Chase JPM Stock Holding History

CPA 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	$2.47M	Buy	7,561 +158	+2%	+$49.1K	0.71%	25
2026 Q1	$2.18M	Sell	7,403 -2,000	-21%	-$607K	0.73%	25
2025 Q4	$3.03M	Buy	9,403 +1,303	+16%	+$403K	1.06%	22
2025 Q3	$2.56M	Sell	8,100 -123	-1%	-$36.6K	0.99%	23
2025 Q2	$2.38M	Hold	8,223	–	–	1%	22
2025 Q1	$2.02M	Hold	8,223	–	–	0.89%	22
2024 Q4	$1.97M	Hold	8,223	–	–	0.92%	22
2024 Q3	$1.73M	Hold	8,223	–	–	0.84%	25
2024 Q2	$1.66M	Hold	8,223	–	–	0.89%	23
2024 Q1	$1.65M	Buy	8,223 +14	+0.2%	+$2.53K	0.92%	22
2023 Q4	$1.4M	Hold	8,209	–	–	0.85%	24
2023 Q3	$1.19M	Buy	8,209 +34	+0.4%	+$5.1K	0.84%	24
2023 Q2	$1.19M	Hold	8,175	–	–	0.85%	23
2023 Q1	$1.07M	Hold	8,175	–	–	0.8%	24
2022 Q4	$1.1M	Buy	+8,175	New	+$1.04M	0.84%	25

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

CPA Asset Management increased its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, buying an estimated $49.1K and bringing the position to 7,561 shares worth $2.47M. The position accounts for 0.71% of the portfolio, ranked #25.

CPA Asset Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.03M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

CPA Asset Management held 7,561 shares of JPMorgan Chase worth $2.47M as of Q2 2026.
CPA Asset Management bought 158 JPMorgan Chase shares in Q2 2026, an estimated $49.1K.
JPMorgan Chase made up 0.71% of CPA Asset Management's portfolio in Q2 2026, its #25 holding.
CPA Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
CPA Asset Management's JPMorgan Chase position peaked at $3.03M in Q4 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.