Equita Financial Network’s JPMorgan Chase JPM Stock Holding History

Equita Financial Network’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	$241K	Buy	+736	New	+$229K	0.07%	88
2026 Q1	–	Sell	-965	Closed	-$311K	–	96
2025 Q4	$311K	Buy	965 +75	+8%	+$23.2K	0.09%	82
2025 Q3	$281K	Sell	890 -72	-7%	-$21.4K	0.09%	77
2025 Q2	$279K	Sell	962 -783	-45%	-$200K	0.11%	68
2025 Q1	$428K	Buy	1,745 +587	+51%	+$150K	0.15%	62
2024 Q4	$278K	Buy	1,158 +88	+8%	+$20.5K	0.1%	71
2024 Q3	$226K	Buy	+1,070	New	+$225K	0.08%	76

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Equita Financial Network's JPM Position: Q2 2026 in Review

Equita Financial Network opened a new position in JPMorgan Chase (JPM) in Q2 2026: 736 shares worth $241K. The stake represents 0.07% of the portfolio and ranks #88 among its holdings. This is a return to the name: Equita Financial Network previously reported a position in JPM as recently as Q4 2025.

Equita Financial Network first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $428K in Q1 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Equita Financial Network held 736 shares of JPMorgan Chase worth $241K as of Q2 2026.
JPMorgan Chase was a new Equita Financial Network position in Q2 2026.
JPMorgan Chase made up 0.07% of Equita Financial Network's portfolio in Q2 2026, its #88 holding.
Equita Financial Network first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
Equita Financial Network's JPMorgan Chase position peaked at $428K in Q1 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.