D.J. St. Germain’s JPMorgan Chase JPM Stock Holding History

D.J. St. Germain’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	$59.5M	Sell	181,638 -2,551	-1%	-$792K	2.14%	5
2026 Q1	$54.2M	Sell	184,189 -4,452	-2%	-$1.35M	2.14%	8
2025 Q4	$60.8M	Sell	188,641 -1,638	-0.9%	-$507K	2.36%	7
2025 Q3	$60M	Sell	190,279 -1,597	-0.8%	-$475K	2.4%	7
2025 Q2	$55.6M	Buy	191,876 +8,026	+4%	+$2.05M	2.4%	7
2025 Q1	$45.1M	Sell	183,850 -8,594	-4%	-$2.19M	2.12%	8
2024 Q4	$46.1M	Buy	192,444 +1,282	+0.7%	+$299K	2.1%	8
2024 Q3	$40.3M	Sell	191,162 -2,374	-1%	-$500K	1.85%	8
2024 Q2	$39.1M	Sell	193,536 -8,380	-4%	-$1.64M	1.89%	8
2024 Q1	$40.4M	Sell	201,916 -3,015	-1%	-$544K	1.98%	8
2023 Q4	$34.9M	Buy	204,931 +2,339	+1%	+$354K	1.82%	9
2023 Q3	$29.4M	Sell	202,592 -6,034	-3%	-$905K	1.65%	10
2023 Q2	$30.3M	Buy	+208,626	New	+$28.7M	1.6%	11
2022 Q4	$7.57M	Buy	260,594 +60,326	+30%	+$7.64M	2.54%	14
2022 Q3	$22.6M	Hold	200,268	–	–	1.49%	17
2022 Q2	$22.6M	Sell	200,268 -2,150	-1%	-$266K	1.49%	17
2022 Q1	$27.6M	Buy	202,418 +1,527	+0.8%	+$225K	1.55%	16
2021 Q4	$31.8M	Sell	200,891 -4,114	-2%	-$676K	1.75%	12
2021 Q3	$33.6M	Sell	205,005 -5,370	-3%	-$842K	2.07%	9
2021 Q2	$32.7M	Sell	210,375 -3,625	-2%	-$569K	2.05%	8
2021 Q1	$32.6M	Sell	214,000 -1,496	-0.7%	-$215K	2.2%	8
2020 Q4	$27.4M	Buy	215,496 +2,137	+1%	+$239K	1.95%	11
2020 Q3	$20.5M	Buy	213,359 +4,185	+2%	+$411K	1.67%	14
2020 Q2	$19.7M	Buy	209,174 +256	+0.1%	+$24.3K	1.72%	15
2020 Q1	$18.8M	Sell	208,918 -378	-0.2%	-$45.9K	1.85%	16
2019 Q4	$29.2M	Buy	209,296 +26,066	+14%	+$3.34M	2.45%	7
2019 Q3	$21.6M	Sell	183,230 -1,730	-0.9%	-$196K	2.32%	9
2019 Q2	$20.7M	Sell	184,960 -3,988	-2%	-$440K	2.25%	11
2019 Q1	$19.1M	Buy	188,948 +159	+0.1%	+$16.4K	2.08%	13
2018 Q4	$18.4M	Buy	188,789 +2,371	+1%	+$253K	2.19%	14
2018 Q3	$21M	Buy	186,418 +1,640	+0.9%	+$186K	2.35%	10
2018 Q2	$19.3M	Sell	184,778 -1,897	-1%	-$208K	2.29%	12
2018 Q1	$20.5M	Sell	186,675 -17,403	-9%	-$1.97M	2.59%	9
2017 Q4	$21.8M	Sell	204,078 -44,860	-18%	-$4.54M	2.61%	10
2017 Q3	$23.8M	Sell	248,938 -2,202	-0.9%	-$203K	2.98%	6
2017 Q2	$23M	Sell	251,140 -1,402	-0.6%	-$121K	3.07%	6
2017 Q1	$22.2M	Sell	252,542 -65,097	-20%	-$5.74M	3.09%	5
2016 Q4	$27.4M	Sell	317,639 -8,185	-3%	-$624K	3.71%	3
2016 Q3	$21.7M	Sell	325,824 -4,349	-1%	-$284K	3.03%	6
2016 Q2	$20.5M	Sell	330,173 -455	-0.1%	-$28.4K	2.87%	7
2016 Q1	$19.6M	Sell	330,628 -513	-0.2%	-$30K	2.8%	7
2015 Q4	$21.9M	Sell	331,141 -1,165	-0.4%	-$75.9K	3.29%	4
2015 Q3	$20.3M	Sell	332,306 -3,539	-1%	-$232K	3.4%	4
2015 Q2	$22.8M	Sell	335,845 -3,461	-1%	-$226K	3.44%	3
2015 Q1	$20.6M	Buy	339,306 +2,378	+0.7%	+$141K	2.97%	7
2014 Q4	$21.1M	Sell	336,928 -600	-0.2%	-$36.1K	3.07%	6
2014 Q3	$20.3M	Sell	337,528 -1,118	-0.3%	-$65.4K	3.07%	5
2014 Q2	$19.5M	Sell	338,646 -4,456	-1%	-$251K	2.87%	10
2014 Q1	$20.8M	Sell	343,102 -16,257	-5%	-$940K	3.19%	5
2013 Q4	$21M	Sell	359,359 -5,143	-1%	-$282K	3.08%	8
2013 Q3	$18.8M	Buy	364,502 +7,550	+2%	+$405K	3.03%	9
2013 Q2	$18.8M	Buy	+356,952	New	+$18.1M	3.12%	8

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

D.J. St. Germain's JPM Position: Q2 2026 in Review

D.J. St. Germain reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $792K and leaving 181,638 shares worth $59.5M. The position accounts for 2.14% of the portfolio, ranked #5.

D.J. St. Germain first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $60.8M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

D.J. St. Germain held 181,638 shares of JPMorgan Chase worth $59.5M as of Q2 2026.
D.J. St. Germain sold 2,551 JPMorgan Chase shares in Q2 2026, an estimated $792K.
JPMorgan Chase made up 2.14% of D.J. St. Germain's portfolio in Q2 2026, its #5 holding.
D.J. St. Germain first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
D.J. St. Germain's JPMorgan Chase position peaked at $60.8M in Q4 2025.
1,103 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.