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Ellis Investment Partners’s JPMorgan Chase JPM Stock Holding History

Ellis Investment Partners’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 		$341K Sell
1,042
-39
-4% -$12.1K 0.05% 214
2026
Q1 		$318K Buy
1,081
+455
+73% +$138K 0.06% 206
2025
Q4 		$202K Buy
+626
New +$194K 0.04% 250
2025
Q2 		– Sell
-958
Closed -$235K – 245
2025
Q1 		$235K Buy
+958
New +$244K 0.05% 208
2023
Q4 		– Sell
-1,465
Closed -$212K – 225
2023
Q3 		$212K Buy
1,465
+8
+0.5% +$1.2K 0.05% 195
2023
Q2 		$212K Sell
1,457
-105
-7% -$14.4K 0.05% 202
2023
Q1 		$204K Sell
1,562
-244
-14% -$33.4K 0.05% 200
2022
Q4 		$242K Buy
1,806
+13
+0.7% +$1.65K 0.07% 181
2022
Q3 		$187K Buy
1,793
+13
+0.7% +$1.49K 0.05% 199
2022
Q2 		$200K Buy
1,780
+13
+0.7% +$1.61K 0.05% 199
2022
Q1 		$240K Buy
1,767
+861
+95% +$127K 0.06% 193
2021
Q4 		$143K Buy
906
+83
+10% +$13.6K 0.03% 278
2021
Q3 		$134K Buy
823
+102
+14% +$16K 0.03% 266
2021
Q2 		$112K Sell
721
-56
-7% -$8.79K 0.03% 280
2021
Q1 		$118K Buy
777
+4
+0.5% +$575 0.03% 270
2020
Q4 		$98K Buy
773
+6
+0.8% +$671 0.03% 285
2020
Q3 		$73K Buy
767
+6
+0.8% +$589 0.03% 299
2020
Q2 		$71K Sell
761
-157
-17% -$14.9K 0.03% 299
2020
Q1 		$77K Buy
918
+434
+90% +$52.7K 0.04% 231
2019
Q4 		$68K Sell
484
-187
-28% -$24K 0.02% 296
2019
Q3 		$77K Buy
671
+241
+56% +$27.3K 0.03% 266
2019
Q2 		$48K Buy
+430
New +$47.4K 0.02% 329

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

Ellis Investment Partners's JPM Position: Q2 2026 in Review

Ellis Investment Partners reduced its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, selling an estimated $12.1K and leaving 1,042 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #214.

Ellis Investment Partners first reported a position in JPM in Q2 2019 and has held it in 22 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ellis Investment Partners held 1,042 shares of JPMorgan Chase worth $341K as of Q2 2026.
  • Ellis Investment Partners sold 39 JPMorgan Chase shares in Q2 2026, an estimated $12.1K.
  • JPMorgan Chase made up 0.05% of Ellis Investment Partners's portfolio in Q2 2026, its #214 holding.
  • Ellis Investment Partners first reported a position in JPMorgan Chase in Q2 2019 and has held it in 22 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.