Crane Advisory’s JPMorgan Chase JPM Stock Holding History

Crane Advisory’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	$486K	Hold	1,416	–	–	0.07%	34
2026 Q1	$439K	Buy	1,416 +40	+3%	+$12.1K	0.07%	34
2025 Q4	$446K	Buy	1,376 +85	+7%	+$26.3K	0.07%	34
2025 Q3	$394K	Hold	1,291	–	–	0.06%	35
2025 Q2	$370K	Hold	1,291	–	–	0.06%	36
2025 Q1	$305K	Hold	1,291	–	–	0.06%	33
2024 Q4	$314K	Hold	1,291	–	–	0.06%	35
2024 Q3	$272K	Hold	1,291	–	–	0.05%	37
2024 Q2	$264K	Buy	1,291 +51	+4%	+$9.97K	0.05%	37
2024 Q1	$243K	Hold	1,240	–	–	0.05%	37
2023 Q4	$214K	Buy	+1,240	New	+$188K	0.05%	36

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

Crane Advisory's JPM Position: Q2 2026 in Review

Crane Advisory held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,416 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #34.

Crane Advisory first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Crane Advisory held 1,416 shares of JPMorgan Chase worth $486K as of Q2 2026.
Crane Advisory left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.07% of Crane Advisory's portfolio in Q2 2026, its #34 holding.
Crane Advisory first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.