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Crumly & Associates’s JPMorgan Chase JPM Stock Holding History

Crumly & Associates’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 		$2.16M Buy
6,613
+147
+2% +$45.7K 0.41% 49
2026
Q1 		$1.9M Buy
6,466
+464
+8% +$141K 0.4% 51
2025
Q4 		$1.93M Buy
6,002
+32
+0.5% +$9.91K 0.41% 52
2025
Q3 		$1.88M Sell
5,970
-70
-1% -$20.8K 0.41% 50
2025
Q2 		$1.75M Sell
6,040
-124
-2% -$31.6K 0.43% 46
2025
Q1 		$1.51M Buy
6,164
+142
+2% +$36.2K 0.42% 46
2024
Q4 		$1.44M Buy
6,022
+66
+1% +$15.4K 0.39% 51
2024
Q3 		$1.26M Buy
5,956
+131
+2% +$27.6K 0.35% 56
2024
Q2 		$1.18M Sell
5,825
-106
-2% -$20.7K 0.34% 53
2024
Q1 		$1.19M Sell
5,931
-23
-0.4% -$4.15K 0.31% 56
2023
Q4 		$1.01M Buy
5,954
+326
+6% +$49.4K 0.29% 55
2023
Q3 		$816K Buy
5,628
+211
+4% +$31.6K 0.32% 50
2023
Q2 		$788K Sell
5,417
-15
-0.3% -$2.06K 0.32% 50
2023
Q1 		$708K Buy
5,432
+662
+14% +$90.7K 0.31% 55
2022
Q4 		$640K Sell
4,770
-1,326
-22% -$168K 0.24% 49
2022
Q3 		$637K Sell
6,096
-214
-3% -$24.6K 0.26% 50
2022
Q2 		$711K Sell
6,310
-823
-12% -$102K 0.3% 48
2022
Q1 		$972K Buy
7,133
+321
+5% +$47.4K 0.36% 48
2021
Q4 		$1.01M Sell
6,812
-1,076
-14% -$177K 0.4% 46
2021
Q3 		$1.29M Buy
7,888
+1,225
+18% +$192K 0.6% 38
2021
Q2 		$1.04M Buy
6,663
+1,534
+30% +$241K 0.5% 36
2021
Q1 		$781K Buy
5,129
+1,072
+26% +$154K 0.46% 39
2020
Q4 		$543K Buy
4,057
+1,815
+81% +$203K 0.38% 39
2020
Q3 		$216K Buy
+2,242
New +$220K 0.18% 54
2020
Q1 		– Sell
-1,546
Closed -$216K – 57
2019
Q4 		$216K Buy
+1,546
New +$198K 0.22% 48

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Crumly & Associates's JPM Position: Q2 2026 in Review

Crumly & Associates increased its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, buying an estimated $45.7K and bringing the position to 6,613 shares worth $2.16M. The position accounts for 0.41% of the portfolio, ranked #49.

Crumly & Associates first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. 2,455 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Crumly & Associates held 6,613 shares of JPMorgan Chase worth $2.16M as of Q2 2026.
  • Crumly & Associates bought 147 JPMorgan Chase shares in Q2 2026, an estimated $45.7K.
  • JPMorgan Chase made up 0.41% of Crumly & Associates's portfolio in Q2 2026, its #49 holding.
  • Crumly & Associates first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • 2,455 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.