DJYG
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David J. Yvars Group’s JPMorgan Chase JPM Stock Holding History

David J. Yvars Group’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 		$251K Hold
768
– – 0.12% 83
2026
Q1 		$226K Hold
768
– – 0.13% 80
2025
Q4 		$247K Hold
768
– – 0.13% 75
2025
Q3 		$242K Hold
768
– – 0.13% 80
2025
Q2 		$223K Buy
+768
New +$196K 0.13% 74
2024
Q4 		– Sell
-1,880
Closed -$396K – 82
2024
Q3 		$396K Hold
1,880
– – 0.25% 50
2024
Q2 		$380K Buy
1,880
+123
+7% +$24K 0.24% 49
2024
Q1 		$352K Hold
1,757
– – 0.24% 53
2023
Q4 		$299K Hold
1,757
– – 0.24% 51
2023
Q3 		$255K Hold
1,757
– – 0.21% 58
2023
Q2 		$256K Buy
1,757
+52
+3% +$7.15K 0.21% 61
2023
Q1 		$222K Buy
1,705
+177
+12% +$24.3K 0.2% 64
2022
Q4 		$205K Buy
+1,528
New +$194K 0.26% 57
2022
Q2 		– Sell
-2,539
Closed -$346K – 70
2022
Q1 		$346K Sell
2,539
-715
-22% -$106K 0.24% 54
2021
Q4 		$515K Buy
3,254
+15
+0.5% +$2.46K 0.32% 42
2021
Q3 		$541K Buy
3,239
+6
+0.2% +$941 0.32% 45
2021
Q2 		$503K Buy
3,233
+200
+7% +$31.4K 0.28% 52
2021
Q1 		$462K Buy
3,033
+381
+14% +$54.8K 0.29% 47
2020
Q4 		$337K Buy
+2,652
New +$296K 0.23% 54

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SP
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

David J. Yvars Group's JPM Position: Q2 2026 in Review

David J. Yvars Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 768 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #83.

David J. Yvars Group first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. The position peaked at $541K in Q3 2021. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • David J. Yvars Group held 768 shares of JPMorgan Chase worth $251K as of Q2 2026.
  • David J. Yvars Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.12% of David J. Yvars Group's portfolio in Q2 2026, its #83 holding.
  • David J. Yvars Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
  • David J. Yvars Group's JPMorgan Chase position peaked at $541K in Q3 2021.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.