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Downshift Financial’s JPMorgan Chase JPM Stock Holding History

Downshift Financial’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 		$185K Buy
+566
New +$176K 0.08% 84

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

Downshift Financial's JPM Position: Q2 2026 in Review

Downshift Financial opened a new position in JPMorgan Chase (JPM) in Q2 2026: 566 shares worth $185K. The stake represents 0.08% of the portfolio and ranks #84 among its holdings.

5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Downshift Financial held 566 shares of JPMorgan Chase worth $185K as of Q2 2026.
  • JPMorgan Chase was a new Downshift Financial position in Q2 2026.
  • JPMorgan Chase made up 0.08% of Downshift Financial's portfolio in Q2 2026, its #84 holding.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.