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Diligent Investors’s JPMorgan Chase JPM Stock Holding History

Diligent Investors’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 		$1.98M Buy
6,037
+49
+0.8% +$15.2K 0.44% 54
2026
Q1 		$1.76M Sell
5,988
-17
-0.3% -$5.16K 0.44% 60
2025
Q4 		$1.93M Sell
6,005
-71
-1% -$22K 0.48% 55
2025
Q3 		$1.92M Sell
6,076
-4,831
-44% -$1.44M 0.48% 52
2025
Q2 		$3.16M Sell
10,907
-159
-1% -$40.6K 0.75% 24
2025
Q1 		$2.71M Sell
11,066
-7
-0.1% -$1.78K 0.66% 27
2024
Q4 		$2.65M Buy
11,073
+3
+0% +$699 0.61% 33
2024
Q3 		$2.33M Buy
11,070
+9
+0.1% +$1.9K 0.54% 35
2024
Q2 		$2.24M Buy
11,061
+20
+0.2% +$3.91K 0.55% 36
2024
Q1 		$2.21M Sell
11,041
-163
-1% -$29.4K 0.55% 36
2023
Q4 		$1.91M Buy
11,204
+84
+0.8% +$12.7K 0.52% 38
2023
Q3 		$1.61M Buy
11,120
+5,882
+112% +$882K 0.49% 46
2023
Q2 		$762K Buy
5,238
+188
+4% +$25.9K 0.23% 113
2023
Q1 		$658K Buy
5,050
+593
+13% +$81.3K 0.2% 120
2022
Q4 		$598K Buy
4,457
+369
+9% +$46.8K 0.2% 128
2022
Q3 		$427K Buy
4,088
+373
+10% +$42.8K 0.15% 153
2022
Q2 		$418K Buy
3,715
+446
+14% +$55.3K 0.14% 157
2022
Q1 		$446K Buy
3,269
+492
+18% +$72.6K 0.13% 163
2021
Q4 		$440K Buy
2,777
+136
+5% +$22.3K 0.12% 166
2021
Q3 		$411K Hold
2,641
– – 0.14% 144
2021
Q2 		$411K Buy
2,641
+181
+7% +$28.4K 0.14% 145
2021
Q1 		$374K Sell
2,460
-224
-8% -$32.2K 0.14% 151
2020
Q4 		$341K Buy
2,684
+66
+3% +$7.38K 0.14% 145
2020
Q3 		$252K Sell
2,618
-111
-4% -$10.9K 0.12% 154
2020
Q2 		$257K Buy
+2,729
New +$259K 0.13% 147

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Diligent Investors's JPM Position: Q2 2026 in Review

Diligent Investors increased its JPMorgan Chase (JPM) stake by 0.82% in Q2 2026, buying an estimated $15.2K and bringing the position to 6,037 shares worth $1.98M. The position accounts for 0.44% of the portfolio, ranked #54.

Diligent Investors first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.16M in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Diligent Investors held 6,037 shares of JPMorgan Chase worth $1.98M as of Q2 2026.
  • Diligent Investors bought 49 JPMorgan Chase shares in Q2 2026, an estimated $15.2K.
  • JPMorgan Chase made up 0.44% of Diligent Investors's portfolio in Q2 2026, its #54 holding.
  • Diligent Investors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
  • Diligent Investors's JPMorgan Chase position peaked at $3.16M in Q2 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.