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ERn Financial LLC’s JPMorgan Chase JPM Stock Holding History

ERn Financial LLC’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 		$598K Buy
1,825
+269
+17% +$83.5K 0.1% 105
2026
Q1 		$458K Buy
1,556
+7
+0.5% +$2.12K 0.09% 105
2025
Q4 		$499K Hold
1,549
– – 0.09% 106
2025
Q3 		$489K Sell
1,549
-271
-15% -$80.6K 0.1% 103
2025
Q2 		$528K Sell
1,820
-4,693
-72% -$1.2M 0.11% 96
2025
Q1 		$1.6M Sell
6,513
-356
-5% -$90.8K 0.25% 72
2024
Q4 		$1.65M Buy
6,869
+323
+5% +$75.2K 0.25% 72
2024
Q3 		$1.38M Buy
6,546
+258
+4% +$54.3K 0.21% 77
2024
Q2 		$1.27M Buy
6,288
+542
+9% +$106K 0.21% 78
2024
Q1 		$1.15M Buy
5,746
+110
+2% +$19.8K 0.2% 80
2023
Q4 		$944K Sell
5,636
-2,574
-31% -$390K 0.18% 93
2023
Q3 		$1.19M Buy
8,210
+751
+10% +$113K 0.26% 76
2023
Q2 		$1.08M Buy
7,459
+223
+3% +$30.7K 0.23% 80
2023
Q1 		$943K Buy
7,236
+33
+0.5% +$4.52K 0.21% 85
2022
Q4 		$966K Buy
7,203
+34
+0.5% +$4.31K 0.22% 83
2022
Q3 		$749K Buy
7,169
+201
+3% +$23.1K 0.19% 85
2022
Q2 		$785K Buy
6,968
+3,196
+85% +$396K 0.19% 86
2022
Q1 		$514K Buy
+3,772
New +$557K 0.11% 106
2021
Q4 		– Sell
-1,879
Closed -$308K – 159
2021
Q3 		$308K Hold
1,879
– – 0.08% 112
2021
Q2 		$292K Buy
1,879
+15
+0.8% +$2.36K 0.1% 83
2021
Q1 		$284K Sell
1,864
-7
-0.4% -$1.01K 0.11% 78
2020
Q4 		$238K Buy
+1,871
New +$209K 0.1% 80
2020
Q1 		– Sell
-2,071
Closed -$289K – 76
2019
Q4 		$289K Buy
+2,071
New +$266K 0.17% 54
2019
Q2 		– Sell
-2,088
Closed -$239K – 68
2019
Q1 		$239K Sell
2,088
-136
-6% -$14K 0.14% 62
2018
Q4 		$217K Buy
+2,224
New +$237K 0.19% 54

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

ERn Financial LLC's JPM Position: Q2 2026 in Review

ERn Financial LLC increased its JPMorgan Chase (JPM) stake by 17% in Q2 2026, buying an estimated $83.5K and bringing the position to 1,825 shares worth $598K. The position accounts for 0.1% of the portfolio, ranked #105.

ERn Financial LLC first reported a position in JPM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.65M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • ERn Financial LLC held 1,825 shares of JPMorgan Chase worth $598K as of Q2 2026.
  • ERn Financial LLC bought 269 JPMorgan Chase shares in Q2 2026, an estimated $83.5K.
  • JPMorgan Chase made up 0.1% of ERn Financial LLC's portfolio in Q2 2026, its #105 holding.
  • ERn Financial LLC first reported a position in JPMorgan Chase in Q4 2018 and has held it in 25 quarters since.
  • ERn Financial LLC's JPMorgan Chase position peaked at $1.65M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.