E Fund Management (HK)’s JPMorgan Chase JPM Stock Holding History

E Fund Management (HK)’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	$617K	Buy	1,884 +1,574	+508%	+$489K	0.2%	75
2026 Q1	$91.2K	Buy	310 +238	+331%	+$72.2K	0.04%	160
2025 Q4	$22.2K	Buy	72 +46	+177%	+$14.2K	0.01%	180
2025 Q3	$8.2K	Buy	+26	New	+$7.73K	0.01%	151
2025 Q2	–	Sell	-349	Closed	-$86K	–	161
2025 Q1	$86K	Buy	349 +52	+18%	+$13.3K	0.08%	65
2024 Q4	$71K	Buy	+297	New	+$69.2K	0.06%	63

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

E Fund Management (HK)'s JPM Position: Q2 2026 in Review

E Fund Management (HK) increased its JPMorgan Chase (JPM) stake by 508% in Q2 2026, buying an estimated $489K and bringing the position to 1,884 shares worth $617K. The position accounts for 0.2% of the portfolio, ranked #75.

E Fund Management (HK) first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 3,139 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

E Fund Management (HK) held 1,884 shares of JPMorgan Chase worth $617K as of Q2 2026.
E Fund Management (HK) bought 1,574 JPMorgan Chase shares in Q2 2026, an estimated $489K.
JPMorgan Chase made up 0.2% of E Fund Management (HK)'s portfolio in Q2 2026, its #75 holding.
E Fund Management (HK) first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
3,139 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on E Fund Management (HK)'s 13F filing for Q2 2026, filed 22 Jul 2026.