Deane Retirement Strategies’s JPMorgan Chase JPM Stock Holding History

Deane Retirement Strategies’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	$2.71M	Buy	+8,280	New	+$2.57M	1.15%	33
2025 Q3	–	Sell	-10,346	Closed	-$3M	–	77
2025 Q2	$3M	Buy	10,346 +195	+2%	+$49.8K	1.34%	31
2025 Q1	$2.49M	Buy	10,151 +361	+4%	+$92K	1.19%	29
2024 Q4	$2.35M	Buy	+9,790	New	+$2.28M	1.18%	36
2022 Q1	–	Sell	-11,696	Closed	-$1.85M	–	56
2021 Q4	$1.85M	Buy	+11,696	New	+$1.92M	0.98%	27
2019 Q1	–	Sell	-1	Closed	–	–	55
2018 Q4	$0	Sell	1 -17,226	-100%	-$1.84M	﹤0.01%	60
2018 Q3	$1.94M	Sell	17,227 -129	-0.7%	-$14.6K	1.75%	21
2018 Q2	$1.81M	Buy	17,356 +369	+2%	+$40.5K	1.72%	27
2018 Q1	$1.87M	Buy	16,987 +109	+0.6%	+$12.3K	1.91%	16
2017 Q4	$1.8M	Sell	16,878 -477	-3%	-$48.3K	1.68%	18
2017 Q3	$1.66M	Sell	17,355 -133	-0.8%	-$12.3K	1.6%	23
2017 Q2	$1.6M	Buy	+17,488	New	+$1.51M	1.28%	23

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

Deane Retirement Strategies's JPM Position: Q2 2026 in Review

Deane Retirement Strategies opened a new position in JPMorgan Chase (JPM) in Q2 2026: 8,280 shares worth $2.71M. The stake represents 1.15% of the portfolio and ranks #33 among its holdings. This is a return to the name: Deane Retirement Strategies previously reported a position in JPM as recently as Q2 2025.

Deane Retirement Strategies first reported a position in JPM in Q2 2017 and has held it in 12 quarters since. The position peaked at $3M in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Deane Retirement Strategies held 8,280 shares of JPMorgan Chase worth $2.71M as of Q2 2026.
JPMorgan Chase was a new Deane Retirement Strategies position in Q2 2026.
JPMorgan Chase made up 1.15% of Deane Retirement Strategies's portfolio in Q2 2026, its #33 holding.
Deane Retirement Strategies first reported a position in JPMorgan Chase in Q2 2017 and has held it in 12 quarters since.
Deane Retirement Strategies's JPMorgan Chase position peaked at $3M in Q2 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.