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Embree Financial Group’s JPMorgan Chase JPM Stock Holding History

Embree Financial 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
Q1 		– Sell
-100
Closed -$32.2K – 279
2025
Q4 		$32.2K Sell
100
-100
-50% -$31K ﹤0.01% 247
2025
Q3 		$63.1K Buy
+200
New +$59.5K 0.01% 228

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Embree Financial Group's JPM Position: Q2 2026 in Review

Embree Financial Group increased its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, buying an estimated $16.5K and bringing the position to 52,467 shares worth $17.2M. The position accounts for 1.72% of the portfolio, ranked #15.

Embree Financial Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,369 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Embree Financial Group held 52,467 shares of JPMorgan Chase worth $17.2M as of Q2 2026.
  • Embree Financial Group bought 53 JPMorgan Chase shares in Q2 2026, an estimated $16.5K.
  • JPMorgan Chase made up 1.72% of Embree Financial Group's portfolio in Q2 2026, its #15 holding.
  • Embree Financial Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 2,369 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.