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Erste Asset Management’s JPMorgan Chase JPM Stock Holding History

Erste Asset Management’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 		$206M Buy
625,637
+266,757
+74% +$82.8M 1.6% 11
2026
Q1 		$102M Sell
358,880
-34,017
-9% -$10.3M 0.94% 19
2025
Q4 		$127M Buy
392,897
+5,248
+1% +$1.62M 1.07% 21
2025
Q3 		$122M Sell
387,649
-112,867
-23% -$33.6M 1.18% 15
2025
Q2 		$144M Buy
500,516
+307,181
+159% +$78.4M 1.21% 13
2025
Q1 		$47.2M Buy
193,335
+4,382
+2% +$1.12M 0.61% 47
2024
Q4 		$45.4M Sell
188,953
-6,200
-3% -$1.44M 0.56% 47
2024
Q3 		$41.1M Sell
195,153
-2,500
-1% -$527K 0.49% 57
2024
Q2 		$39.6M Sell
197,653
-8,000
-4% -$1.56M 0.53% 53
2024
Q1 		$41.1M Sell
205,653
-2,700
-1% -$487K 0.56% 52
2023
Q4 		$35.5M Sell
208,353
-8,600
-4% -$1.3M 0.52% 59
2023
Q3 		$31.8M Buy
216,953
+66,480
+44% +$9.97M 0.55% 62
2023
Q2 		$21.6M Hold
150,473
– – 0.38% 75
2023
Q1 		$19.4M Sell
150,473
-17,427
-10% -$2.39M 0.37% 80
2022
Q4 		$22.4M Buy
167,900
+1,500
+0.9% +$190K 0.47% 64
2022
Q3 		$17.6M Sell
166,400
-24,618
-13% -$2.83M 0.39% 78
2022
Q2 		$21.9M Sell
191,018
-3,417
-2% -$423K 0.49% 58
2022
Q1 		$27.2M Sell
194,435
-100,659
-34% -$14.9M 0.52% 56
2021
Q4 		$46.8M Buy
295,094
+5,608
+2% +$921K 0.84% 28
2021
Q3 		$48M Sell
289,486
-3,040
-1% -$477K 0.95% 18
2021
Q2 		$45.1M Buy
292,526
+45,513
+18% +$7.15M 0.9% 25
2021
Q1 		$38.1M Buy
247,013
+3,000
+1% +$432K 0.93% 25
2020
Q4 		$30.5M Buy
244,013
+73,064
+43% +$8.17M 0.84% 28
2020
Q3 		$16.3M Buy
170,949
+58,066
+51% +$5.7M 0.56% 57
2020
Q2 		$10.5M Buy
112,883
+14,475
+15% +$1.37M 0.42% 76
2020
Q1 		$9.14M Buy
98,408
+5,918
+6% +$719K 0.53% 51
2019
Q4 		$12.9M Buy
92,490
+4,025
+5% +$516K 0.57% 47
2019
Q3 		$10.4M Buy
88,465
+48,850
+123% +$5.53M 0.56% 47
2019
Q2 		$4.38M Sell
39,615
-500
-1% -$55.1K 0.23% 114
2019
Q1 		$4.05M Buy
40,115
+2,940
+8% +$303K 0.23% 108
2018
Q4 		$3.6M Buy
+37,175
New +$3.96M 0.24% 109

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Erste Asset Management's JPM Position: Q2 2026 in Review

Erste Asset Management increased its JPMorgan Chase (JPM) stake by 74% in Q2 2026, buying an estimated $82.8M and bringing the position to 625,637 shares worth $206M. The position accounts for 1.6% of the portfolio, ranked #11.

Erste Asset Management first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Erste Asset Management held 625,637 shares of JPMorgan Chase worth $206M as of Q2 2026.
  • Erste Asset Management bought 266,757 JPMorgan Chase shares in Q2 2026, an estimated $82.8M.
  • JPMorgan Chase made up 1.6% of Erste Asset Management's portfolio in Q2 2026, its #11 holding.
  • Erste Asset Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.