EPIQ Partners’s JPMorgan Chase JPM Stock Holding History

EPIQ 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	$350K	Hold	1,068	–	–	0.15%	72
2026 Q1	$314K	Hold	1,068	–	–	0.15%	66
2025 Q4	$344K	Hold	1,068	–	–	0.16%	59
2025 Q3	$337K	Hold	1,068	–	–	0.16%	59
2025 Q2	$310K	Hold	1,068	–	–	0.16%	59
2025 Q1	$262K	Hold	1,068	–	–	0.14%	68
2024 Q4	$256K	Hold	1,068	–	–	0.14%	65
2024 Q3	$225K	Hold	1,068	–	–	0.12%	75
2024 Q2	$216K	Hold	1,068	–	–	0.15%	67
2024 Q1	$214K	Buy	+1,068	New	+$193K	0.14%	70
2022 Q1	–	Sell	-1,303	Closed	-$206K	–	91
2021 Q4	$206K	Sell	1,303 -7	-0.5%	-$1.15K	0.11%	85
2021 Q3	$214K	Sell	1,310 -12	-0.9%	-$1.88K	0.1%	92
2021 Q2	$206K	Buy	+1,322	New	+$208K	0.1%	88

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

EPIQ Partners's JPM Position: Q2 2026 in Review

EPIQ Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,068 shares worth $350K. The position accounts for 0.15% of the portfolio, ranked #72.

EPIQ Partners first reported a position in JPM in Q2 2021 and has held it in 13 quarters since. 1,122 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

EPIQ Partners held 1,068 shares of JPMorgan Chase worth $350K as of Q2 2026.
EPIQ Partners left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.15% of EPIQ Partners's portfolio in Q2 2026, its #72 holding.
EPIQ Partners first reported a position in JPMorgan Chase in Q2 2021 and has held it in 13 quarters since.
1,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.