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Exeter Financial’s JPMorgan Chase JPM Stock Holding History

Exeter Financial’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 		$619K Buy
1,890
+1
+0.1% +$311 0.24% 73
2026
Q1 		$556K Buy
1,889
+1
+0.1% +$303 0.23% 72
2025
Q4 		$608K Buy
1,888
+1
+0.1% +$310 0.26% 67
2025
Q3 		$595K Sell
1,887
-25
-1% -$7.43K 0.26% 73
2025
Q2 		$554K Sell
1,912
-37
-2% -$9.44K 0.25% 74
2025
Q1 		$478K Sell
1,949
-50
-3% -$12.7K 0.21% 74
2024
Q4 		$479K Sell
1,999
-50
-2% -$11.6K 0.22% 73
2024
Q3 		$432K Sell
2,049
-82
-4% -$17.3K 0.19% 76
2024
Q2 		$431K Sell
2,131
-27
-1% -$5.28K 0.21% 76
2024
Q1 		$422K Hold
2,158
– – 0.19% 77
2023
Q4 		$368K Buy
2,158
+130
+6% +$19.7K 0.18% 76
2023
Q3 		$294K Hold
2,028
– – 0.16% 78
2023
Q2 		$299K Hold
2,028
– – 0.15% 78
2023
Q1 		$259K Hold
2,028
– – 0.13% 83
2022
Q4 		$272K Hold
2,028
– – 0.14% 77
2022
Q3 		$212K Hold
2,028
– – 0.12% 86
2022
Q2 		$228K Hold
2,028
– – 0.13% 84
2022
Q1 		$276K Hold
2,028
– – 0.15% 77
2021
Q4 		$339K Hold
2,028
– – 0.19% 70
2021
Q3 		$332K Sell
2,028
-94
-4% -$14.7K 0.2% 70
2021
Q2 		$331K Buy
2,122
+94
+5% +$14.8K 0.19% 71
2021
Q1 		$309K Hold
2,028
– – 0.19% 70
2020
Q4 		$258K Buy
+2,028
New +$227K 0.18% 74
2018
Q4 		– Sell
-2,031
Closed -$229K – 68
2018
Q3 		$229K Buy
+2,031
New +$231K 0.19% 67

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Exeter Financial's JPM Position: Q2 2026 in Review

Exeter Financial increased its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, buying an estimated $311 and bringing the position to 1,890 shares worth $619K. The position accounts for 0.24% of the portfolio, ranked #73.

Exeter Financial first reported a position in JPM in Q3 2018 and has held it in 24 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Exeter Financial held 1,890 shares of JPMorgan Chase worth $619K as of Q2 2026.
  • Exeter Financial bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.24% of Exeter Financial's portfolio in Q2 2026, its #73 holding.
  • Exeter Financial first reported a position in JPMorgan Chase in Q3 2018 and has held it in 24 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.