Ferguson Shapiro’s JPMorgan Chase JPM Stock Holding History

Ferguson Shapiro’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	$281K	Sell	858 -76	-8%	-$23.6K	0.08%	71
2026 Q1	$275K	Buy	934 +4	+0.4%	+$1.21K	0.08%	64
2025 Q4	$300K	Buy	930 +4	+0.4%	+$1.24K	0.09%	61
2025 Q3	$292K	Buy	926 +3	+0.3%	+$892	0.09%	55
2025 Q2	$267K	Sell	923 -13	-1%	-$3.32K	0.09%	56
2025 Q1	$230K	Sell	936 -53	-5%	-$13.5K	0.09%	60
2024 Q4	$237K	Buy	+989	New	+$230K	0.09%	56

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

Ferguson Shapiro's JPM Position: Q2 2026 in Review

Ferguson Shapiro reduced its JPMorgan Chase (JPM) stake by 8.1% in Q2 2026, selling an estimated $23.6K and leaving 858 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #71.

Ferguson Shapiro first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ferguson Shapiro held 858 shares of JPMorgan Chase worth $281K as of Q2 2026.
Ferguson Shapiro sold 76 JPMorgan Chase shares in Q2 2026, an estimated $23.6K.
JPMorgan Chase made up 0.08% of Ferguson Shapiro's portfolio in Q2 2026, its #71 holding.
Ferguson Shapiro first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Ferguson Shapiro's JPMorgan Chase position peaked at $300K in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ferguson Shapiro's 13F filing for Q2 2026, filed 9 Jul 2026.