Fairtree Asset Management’s JPMorgan Chase JPM Stock Holding History

Fairtree Asset Management’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	$2.87M	Hold	8,773	–	–	1.1%	23
2026 Q1	$2.58M	Buy	8,773 +2,870	+49%	+$871K	1.19%	21
2025 Q4	$1.9M	Buy	5,903 +1,294	+28%	+$401K	0.88%	31
2025 Q3	$1.45M	Buy	4,609 +1,316	+40%	+$391K	0.95%	29
2025 Q2	$955K	Hold	3,293	–	–	0.72%	43
2025 Q1	$808K	Buy	+3,293	New	+$840K	0.65%	39

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

Fairtree Asset Management's JPM Position: Q2 2026 in Review

Fairtree Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 8,773 shares worth $2.87M. The position accounts for 1.1% of the portfolio, ranked #23.

Fairtree Asset Management first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Fairtree Asset Management held 8,773 shares of JPMorgan Chase worth $2.87M as of Q2 2026.
Fairtree Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 1.1% of Fairtree Asset Management's portfolio in Q2 2026, its #23 holding.
Fairtree Asset Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fairtree Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.