Ewing Morris & Co Investment Partners’s JPMorgan Chase JPM Stock Holding History

Ewing Morris & Co Investment 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	$470K	Hold	1,435	–	–	0.25%	69
2026 Q1	$422K	Sell	1,435 -200	-12%	-$60.7K	0.19%	70
2025 Q4	$533K	Buy	1,635 +16	+1%	+$4.95K	0.23%	69
2025 Q3	$511K	Sell	1,619 -37	-2%	-$11K	0.22%	69
2025 Q2	$480K	Buy	1,656 +49	+3%	+$12.5K	0.22%	70
2025 Q1	$567K	Sell	1,607 -200	-11%	-$51K	0.18%	68
2024 Q4	$433K	Buy	+1,807	New	+$421K	0.15%	79

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ewing Morris & Co Investment Partners's JPM Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,435 shares worth $470K. The position accounts for 0.25% of the portfolio, ranked #69.

Ewing Morris & Co Investment Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $567K in Q1 2025. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ewing Morris & Co Investment Partners held 1,435 shares of JPMorgan Chase worth $470K as of Q2 2026.
Ewing Morris & Co Investment Partners left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.25% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #69 holding.
Ewing Morris & Co Investment Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Ewing Morris & Co Investment Partners's JPMorgan Chase position peaked at $567K in Q1 2025.
5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.