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E.S. Barr & Co’s JPMorgan Chase JPM Stock Holding History

E.S. Barr & Co’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
2014
Q2 		– Sell
-1,000
Closed -$61K – 97
2014
Q1 		$61K Sell
1,000
-2,000
-67% -$116K 0.01% 95
2013
Q4 		$175K Buy
+3,000
New +$164K 0.02% 94

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

E.S. Barr & Co's JPM Position: Q2 2026 in Review

E.S. Barr & Co reduced its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, selling an estimated $2.51M and leaving 333,377 shares worth $109M. The position accounts for 6.12% of the portfolio, ranked #5.

E.S. Barr & Co first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $118M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • E.S. Barr & Co held 333,377 shares of JPMorgan Chase worth $109M as of Q2 2026.
  • E.S. Barr & Co sold 8,090 JPMorgan Chase shares in Q2 2026, an estimated $2.51M.
  • JPMorgan Chase made up 6.12% of E.S. Barr & Co's portfolio in Q2 2026, its #5 holding.
  • E.S. Barr & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • E.S. Barr & Co's JPMorgan Chase position peaked at $118M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on E.S. Barr & Co's 13F filing for Q2 2026, filed 13 Aug 2026.