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Ellerson Group’s JPMorgan Chase JPM Stock Holding History

Ellerson Group’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 		$4.03M Hold
12,309
– – 2.38% 18
2026
Q1 		$3.62M Buy
12,309
+114
+0.9% +$34.6K 2.37% 17
2025
Q4 		$3.93M Hold
12,195
– – 2.66% 13
2025
Q3 		$3.85M Sell
12,195
-9
-0.1% -$2.68K 2.39% 14
2025
Q2 		$3.54M Sell
12,204
-42
-0.3% -$10.7K 2.49% 13
2025
Q1 		$3M Buy
12,246
+18
+0.1% +$4.59K 2.39% 21
2024
Q4 		$2.93M Sell
12,228
-506
-4% -$118K 2.14% 23
2024
Q3 		$2.69M Buy
12,734
+60
+0.5% +$12.6K 2.11% 22
2024
Q2 		$2.56M Sell
12,674
-478
-4% -$93.5K 1.95% 21
2024
Q1 		$2.63M Sell
13,152
-261
-2% -$47.1K 2.01% 21
2023
Q4 		$2.28M Hold
13,413
– – 1.98% 23
2023
Q3 		$1.95M Buy
13,413
+480
+4% +$72K 1.81% 23
2023
Q2 		$1.88M Hold
12,933
– – 1.79% 22
2023
Q1 		$1.69M Sell
12,933
-510
-4% -$69.9K 1.83% 21
2022
Q4 		$1.8M Buy
+13,443
New +$1.7M 1.91% 21

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Ellerson Group's JPM Position: Q2 2026 in Review

Ellerson Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 12,309 shares worth $4.03M. The position accounts for 2.38% of the portfolio, ranked #18.

Ellerson Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ellerson Group held 12,309 shares of JPMorgan Chase worth $4.03M as of Q2 2026.
  • Ellerson Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 2.38% of Ellerson Group's portfolio in Q2 2026, its #18 holding.
  • Ellerson Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.