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Ethic Inc’s JPMorgan Chase JPM Stock Holding History

Ethic Inc’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 		$30.1M Buy
92,027
+8,322
+10% +$2.58M 0.38% 36
2026
Q1 		$24.6M Buy
83,705
+8,008
+11% +$2.43M 0.39% 37
2025
Q4 		$24.4M Buy
75,697
+7,995
+12% +$2.48M 0.38% 40
2025
Q3 		$21.4M Buy
67,702
+3,712
+6% +$1.1M 0.35% 46
2025
Q2 		$18.4M Buy
63,990
+475
+0.7% +$121K 0.33% 47
2025
Q1 		$15.5M Buy
63,515
+8,166
+15% +$2.08M 0.31% 54
2024
Q4 		$13.3M Buy
55,349
+21,874
+65% +$5.09M 0.27% 60
2024
Q3 		$6.71M Sell
33,475
-7,266
-18% -$1.53M 0.17% 134
2024
Q2 		$8.24M Buy
40,741
+7,266
+22% +$1.42M 0.19% 107
2024
Q1 		$6.71M Buy
33,475
+1,283
+4% +$232K 0.17% 134
2023
Q4 		$5.48M Buy
32,192
+5,208
+19% +$789K 0.16% 152
2023
Q3 		$3.91M Buy
26,984
+7,607
+39% +$1.14M 0.14% 180
2023
Q2 		$2.82M Buy
19,377
+2,621
+16% +$360K 0.1% 233
2023
Q1 		$2.18M Sell
16,756
-1,081
-6% -$148K 0.09% 271
2022
Q4 		$2.39M Buy
17,837
+1,162
+7% +$147K 0.13% 209
2022
Q3 		$1.74M Buy
16,675
+10
+0.1% +$1.15K 0.12% 220
2022
Q2 		$1.88M Buy
16,665
+208
+1% +$25.8K 0.13% 204
2022
Q1 		$2.24M Sell
16,457
-711
-4% -$105K 0.15% 171
2021
Q4 		$2.72M Buy
17,168
+1,106
+7% +$182K 0.21% 117
2021
Q3 		$2.63M Buy
16,062
+899
+6% +$141K 0.27% 85
2021
Q2 		$2.36M Sell
15,163
-20,360
-57% -$3.2M 0.29% 78
2021
Q1 		$5.41M Buy
35,523
+2,688
+8% +$387K 0.96% 9
2020
Q4 		$4.17M Buy
32,835
+9,275
+39% +$1.04M 1.1% 8
2020
Q3 		$2.27M Buy
23,560
+3,835
+19% +$377K 0.87% 20
2020
Q2 		$1.85M Buy
19,725
+4,305
+28% +$408K 1.06% 12
2020
Q1 		$1.39M Buy
15,420
+3,709
+32% +$451K 1.16% 13
2019
Q4 		$1.63M Buy
+11,711
New +$1.5M 1.2% 13

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ethic Inc's JPM Position: Q2 2026 in Review

Ethic Inc increased its JPMorgan Chase (JPM) stake by 9.9% in Q2 2026, buying an estimated $2.58M and bringing the position to 92,027 shares worth $30.1M. The position accounts for 0.38% of the portfolio, ranked #36.

Ethic Inc first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ethic Inc held 92,027 shares of JPMorgan Chase worth $30.1M as of Q2 2026.
  • Ethic Inc bought 8,322 JPMorgan Chase shares in Q2 2026, an estimated $2.58M.
  • JPMorgan Chase made up 0.38% of Ethic Inc's portfolio in Q2 2026, its #36 holding.
  • Ethic Inc first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.