EP
JPM icon

Essential Partners’s JPMorgan Chase JPM Stock Holding History

Essential 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 		$354K Buy
1,081
+242
+29% +$75.2K 0.16% 125
2026
Q1 		$247K Buy
839
+6
+0.7% +$1.82K 0.08% 259
2025
Q4 		$268K Buy
833
+76
+10% +$23.5K 0.08% 268
2025
Q3 		$239K Buy
757
+167
+28% +$49.7K 0.08% 292
2025
Q2 		$171K Buy
+590
New +$151K 0.07% 294

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Essential Partners's JPM Position: Q2 2026 in Review

Essential Partners increased its JPMorgan Chase (JPM) stake by 29% in Q2 2026, buying an estimated $75.2K and bringing the position to 1,081 shares worth $354K. The position accounts for 0.16% of the portfolio, ranked #125.

Essential Partners first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Essential Partners held 1,081 shares of JPMorgan Chase worth $354K as of Q2 2026.
  • Essential Partners bought 242 JPMorgan Chase shares in Q2 2026, an estimated $75.2K.
  • JPMorgan Chase made up 0.16% of Essential Partners's portfolio in Q2 2026, its #125 holding.
  • Essential Partners first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.