E Fund Management’s JPMorgan Chase JPM Stock Holding History

E Fund Management’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	$9.81M	Buy	29,956 +1,973	+7%	+$613K	0.22%	59
2026 Q1	$8.23M	Buy	+27,983	New	+$8.49M	0.24%	58
2025 Q2	$8.41M	Sell	28,999 -10,835	-27%	-$2.76M	0.4%	38
2025 Q1	$9.77M	Buy	39,834 +6,093	+18%	+$1.55M	0.47%	30
2024 Q4	$8.09M	Buy	33,741 +11,980	+55%	+$2.79M	0.41%	32
2024 Q3	$4.59M	Buy	21,761 +3,892	+22%	+$820K	0.24%	43
2024 Q2	$3.61M	Buy	17,869 +1,908	+12%	+$373K	0.2%	48
2024 Q1	$3.2M	Buy	15,961 +11,392	+249%	+$2.06M	0.2%	57
2023 Q4	$777K	Buy	4,569 +33	+0.7%	+$5K	0.05%	104
2023 Q3	$658K	Sell	4,536 -345	-7%	-$51.7K	0.05%	104
2023 Q2	$710K	Sell	4,881 -583	-11%	-$80.2K	0.06%	96
2023 Q1	$712K	Sell	5,464 -215	-4%	-$29.5K	0.05%	101
2022 Q4	$762K	Sell	5,679 -260	-4%	-$32.9K	0.06%	101
2022 Q3	$621K	Buy	5,939 +107	+2%	+$12.3K	0.06%	111
2022 Q2	$657K	Buy	5,832 +67	+1%	+$8.3K	0.06%	114
2022 Q1	$786K	Sell	5,765 -767	-12%	-$113K	0.03%	98
2021 Q4	$1.03M	Sell	6,532 -36	-0.5%	-$5.91K	0.04%	107
2021 Q3	$1.07M	Buy	+6,568	New	+$1.03M	0.04%	87
2021 Q1	$817K	Buy	+5,364	New	+$772K	0.07%	103

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

E Fund Management increased its JPMorgan Chase (JPM) stake by 7.1% in Q2 2026, buying an estimated $613K and bringing the position to 29,956 shares worth $9.81M. The position accounts for 0.22% of the portfolio, ranked #59.

E Fund Management first reported a position in JPM in Q1 2021 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

E Fund Management held 29,956 shares of JPMorgan Chase worth $9.81M as of Q2 2026.
E Fund Management bought 1,973 JPMorgan Chase shares in Q2 2026, an estimated $613K.
JPMorgan Chase made up 0.22% of E Fund Management's portfolio in Q2 2026, its #59 holding.
E Fund Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 19 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.