DA
JPM icon

Drake & Associates’s JPMorgan Chase JPM Stock Holding History

Drake & Associates’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 		$1.33M Sell
4,059
-1,851
-31% -$575K 0.22% 34
2026
Q1 		$1.74M Sell
5,910
-2,554
-30% -$775K 0.33% 24
2025
Q4 		$2.73M Sell
8,464
-3,291
-28% -$1.02M 0.54% 21
2025
Q3 		$3.66M Sell
11,755
-2,908
-20% -$865K 0.77% 18
2025
Q2 		$4.25M Buy
14,663
+4,682
+47% +$1.19M 1.04% 17
2025
Q1 		$2.45M Buy
9,981
+1,928
+24% +$492K 0.69% 20
2024
Q4 		$2.22M Buy
8,053
+2,395
+42% +$558K 0.63% 20
2024
Q3 		$1.19M Buy
5,658
+402
+8% +$84.7K 0.39% 24
2024
Q2 		$1.06M Buy
5,256
+212
+4% +$41.4K 0.38% 24
2024
Q1 		$1.01M Sell
5,044
-249
-5% -$44.9K 0.37% 25
2023
Q4 		$900K Sell
5,293
-207
-4% -$31.4K 0.37% 24
2023
Q3 		$798K Buy
5,500
+290
+6% +$43.5K 0.36% 26
2023
Q2 		$758K Buy
5,210
+16
+0.3% +$2.2K 0.34% 25
2023
Q1 		$677K Buy
5,194
+1,784
+52% +$244K 0.33% 25
2022
Q4 		$457K Buy
3,410
+670
+24% +$84.9K 0.24% 32
2022
Q3 		$286K Buy
2,740
+516
+23% +$59.2K 0.16% 34
2022
Q2 		$250K Buy
+2,224
New +$276K 0.14% 49

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

Drake & Associates's JPM Position: Q2 2026 in Review

Drake & Associates reduced its JPMorgan Chase (JPM) stake by 31% in Q2 2026, selling an estimated $575K and leaving 4,059 shares worth $1.33M. The position accounts for 0.22% of the portfolio, ranked #34.

Drake & Associates first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.25M in Q2 2025. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Drake & Associates held 4,059 shares of JPMorgan Chase worth $1.33M as of Q2 2026.
  • Drake & Associates sold 1,851 JPMorgan Chase shares in Q2 2026, an estimated $575K.
  • JPMorgan Chase made up 0.22% of Drake & Associates's portfolio in Q2 2026, its #34 holding.
  • Drake & Associates first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • Drake & Associates's JPMorgan Chase position peaked at $4.25M in Q2 2025.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.