Custom Index Systems’s JPMorgan Chase JPM Stock Holding History

Custom Index Systems’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	$1.21M	Sell	3,684 -7	-0.2%	-$2.17K	0.43%	55
2026 Q1	$1.09M	Buy	3,691 +24	+0.7%	+$7.28K	0.47%	51
2025 Q4	$1.18M	Sell	3,667 -644	-15%	-$199K	0.52%	53
2025 Q3	$1.36M	Buy	4,311 +422	+11%	+$126K	0.4%	72
2025 Q2	$1.13M	Sell	3,889 -26	-0.7%	-$6.63K	0.54%	46
2025 Q1	$960K	Sell	3,915 -100	-2%	-$25.5K	0.49%	51
2024 Q4	$962K	Sell	4,015 -84	-2%	-$19.6K	0.52%	53
2024 Q3	$864K	Sell	4,099 -101	-2%	-$21.3K	0.47%	66
2024 Q2	$849K	Buy	4,200 +762	+22%	+$149K	0.49%	44
2024 Q1	$689K	Buy	3,438 +1,076	+46%	+$194K	0.39%	55
2023 Q4	$402K	Buy	+2,362	New	+$358K	0.25%	112

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

Custom Index Systems's JPM Position: Q2 2026 in Review

Custom Index Systems reduced its JPMorgan Chase (JPM) stake by 0.19% in Q2 2026, selling an estimated $2.17K and leaving 3,684 shares worth $1.21M. The position accounts for 0.43% of the portfolio, ranked #55.

Custom Index Systems first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Custom Index Systems held 3,684 shares of JPMorgan Chase worth $1.21M as of Q2 2026.
Custom Index Systems sold 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
JPMorgan Chase made up 0.43% of Custom Index Systems's portfolio in Q2 2026, its #55 holding.
Custom Index Systems first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Custom Index Systems's JPMorgan Chase position peaked at $1.36M in Q3 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.