Defender Capital’s JPMorgan Chase JPM Stock Holding History

Defender Capital’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	$562K	Hold	1,716	–	–	0.18%	25
2026 Q1	$505K	Hold	1,716	–	–	0.18%	21
2025 Q4	$553K	Buy	+1,716	New	+$531K	0.18%	25
2025 Q3	–	Sell	-1,709	Closed	-$495K	–	18
2025 Q2	$495K	Hold	1,709	–	–	0.17%	27
2025 Q1	$419K	Sell	1,709 -140	-8%	-$35.7K	0.17%	26
2024 Q4	$443K	Hold	1,849	–	–	0.16%	27
2024 Q3	$390K	Hold	1,849	–	–	0.13%	25
2024 Q2	$374K	Hold	1,849	–	–	0.13%	25
2024 Q1	$370K	Hold	1,849	–	–	0.13%	24
2023 Q4	$315K	Sell	1,849 -8	-0.4%	-$1.21K	0.11%	27
2023 Q3	$269K	Hold	1,857	–	–	0.1%	31
2023 Q2	$270K	Buy	1,857 +8	+0.4%	+$1.1K	0.09%	32
2023 Q1	$241K	Hold	1,849	–	–	0.08%	32
2022 Q4	$248K	Buy	+1,849	New	+$234K	0.1%	27
2022 Q3	–	Sell	-1,849	Closed	-$208K	–	34
2022 Q2	$208K	Hold	1,849	–	–	0.08%	32
2022 Q1	$252K	Hold	1,849	–	–	0.09%	32
2021 Q4	$293K	Buy	+1,849	New	+$304K	0.09%	33

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

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

Defender Capital's JPM Position: Q2 2026 in Review

Defender Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,716 shares worth $562K. The position accounts for 0.18% of the portfolio, ranked #25.

Defender Capital first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 1,070 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Defender Capital held 1,716 shares of JPMorgan Chase worth $562K as of Q2 2026.
Defender Capital left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.18% of Defender Capital's portfolio in Q2 2026, its #25 holding.
Defender Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
1,070 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Defender Capital's 13F filing for Q2 2026, filed 9 Jul 2026.