Diversified Enterprises’s JPMorgan Chase JPM Stock Holding History

Diversified Enterprises’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	$8.8M	Sell	26,872 -241	-0.9%	-$74.8K	0.43%	29
2026 Q1	$7.98M	Sell	27,113 -523	-2%	-$159K	0.44%	29
2025 Q4	$8.9M	Buy	27,636 +5,596	+25%	+$1.73M	0.53%	24
2025 Q3	$6.95M	Buy	22,040 +327	+2%	+$97.3K	0.47%	24
2025 Q2	$6.29M	Sell	21,713 -258	-1%	-$65.8K	0.47%	23
2025 Q1	$5.39M	Buy	21,971 +8,754	+66%	+$2.23M	0.45%	22
2024 Q4	$3.17M	Buy	13,217 +1,703	+15%	+$397K	0.3%	27
2024 Q3	$2.43M	Buy	+11,514	New	+$2.43M	0.27%	36

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Diversified Enterprises's JPM Position: Q2 2026 in Review

Diversified Enterprises reduced its JPMorgan Chase (JPM) stake by 0.89% in Q2 2026, selling an estimated $74.8K and leaving 26,872 shares worth $8.8M. The position accounts for 0.43% of the portfolio, ranked #29.

Diversified Enterprises first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.9M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Diversified Enterprises held 26,872 shares of JPMorgan Chase worth $8.8M as of Q2 2026.
Diversified Enterprises sold 241 JPMorgan Chase shares in Q2 2026, an estimated $74.8K.
JPMorgan Chase made up 0.43% of Diversified Enterprises's portfolio in Q2 2026, its #29 holding.
Diversified Enterprises first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's JPMorgan Chase position peaked at $8.9M in Q4 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.