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Cross Staff Investments’s JPMorgan Chase JPM Stock Holding History

Cross Staff Investments’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 		$1.66M Buy
5,084
+26
+0.5% +$8.07K 0.94% 24
2026
Q1 		$1.49M Hold
5,058
– – 0.75% 27
2025
Q4 		$1.63M Sell
5,058
-41
-0.8% -$12.7K 0.9% 25
2025
Q3 		$1.61M Sell
5,099
-80
-2% -$23.8K 1.12% 22
2025
Q2 		$1.5M Buy
5,179
+1
+0% +$255 1.12% 24
2025
Q1 		$1.27M Sell
5,178
-39
-0.7% -$9.94K 0.96% 28
2024
Q4 		$1.25M Sell
5,217
-254
-5% -$59.2K 0.87% 29
2024
Q3 		$1.15M Buy
5,471
+33
+0.6% +$6.95K 0.89% 35
2024
Q2 		$1.1M Buy
5,438
+1
+0% +$196 0.92% 31
2024
Q1 		$1.09M Hold
5,437
– – 0.92% 32
2023
Q4 		$925K Buy
5,437
+1
+0% +$152 0.82% 36
2023
Q3 		$788K Sell
5,436
-442
-8% -$66.3K 0.77% 37
2023
Q2 		$855K Buy
5,878
+1
+0% +$138 0.78% 35
2023
Q1 		$766K Buy
5,877
+1
+0% +$137 0.76% 37
2022
Q4 		$788K Buy
5,876
+1
+0% +$127 0.83% 35
2022
Q3 		$614K Buy
5,875
+1
+0% +$115 0.69% 41
2022
Q2 		$662K Hold
5,874
– – 0.73% 40
2022
Q1 		$801K Buy
5,874
+1
+0% +$148 0.74% 36
2021
Q4 		$930K Buy
+5,873
New +$964K 0.83% 30

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Cross Staff Investments's JPM Position: Q2 2026 in Review

Cross Staff Investments increased its JPMorgan Chase (JPM) stake by 0.51% in Q2 2026, buying an estimated $8.07K and bringing the position to 5,084 shares worth $1.66M. The position accounts for 0.94% of the portfolio, ranked #24.

Cross Staff Investments first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cross Staff Investments held 5,084 shares of JPMorgan Chase worth $1.66M as of Q2 2026.
  • Cross Staff Investments bought 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
  • JPMorgan Chase made up 0.94% of Cross Staff Investments's portfolio in Q2 2026, its #24 holding.
  • Cross Staff Investments first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.