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ETF Store’s JPMorgan Chase JPM Stock Holding History

ETF Store’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 		– Sell
-951
Closed -$280K – 116
2026
Q1 		$280K Buy
951
+15
+2% +$4.55K 0.27% 73
2025
Q4 		$302K Buy
936
+66
+8% +$20.4K 0.31% 64
2025
Q3 		$274K Buy
870
+3
+0.3% +$892 0.29% 64
2025
Q2 		$251K Buy
867
+17
+2% +$4.34K 0.29% 64
2025
Q1 		$208K Sell
850
-101
-11% -$25.7K 0.26% 79
2024
Q4 		$228K Buy
+951
New +$222K 0.28% 72
2024
Q3 		– Sell
-997
Closed -$202K – 90
2024
Q2 		$202K Sell
997
-466
-32% -$91.1K 0.21% 87
2024
Q1 		$293K Buy
1,463
+247
+20% +$44.6K 0.17% 87
2023
Q4 		$207K Buy
+1,216
New +$184K 0.13% 97

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

ETF Store's JPM Position: Q2 2026 in Review

ETF Store sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 951 shares — an estimated $280K sold.

ETF Store first reported a position in JPM in Q4 2023 and held it in 9 quarters. The position peaked at $302K in Q4 2025. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • ETF Store reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • ETF Store sold 951 JPMorgan Chase shares in Q2 2026, an estimated $280K.
  • ETF Store first reported a position in JPMorgan Chase in Q4 2023 and held it in 9 quarters.
  • ETF Store's JPMorgan Chase position peaked at $302K in Q4 2025.
  • 2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.