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Financial Perspectives’s JPMorgan Chase JPM Stock Holding History

Financial Perspectives’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 		$3.48M Buy
10,646
+3
+0% +$932 0.85% 27
2026
Q1 		$3.13M Buy
10,643
+99
+0.9% +$30K 0.87% 24
2025
Q4 		$3.4M Buy
10,544
+1
+0% +$310 0.92% 23
2025
Q3 		$3.33M Buy
10,543
+824
+8% +$245K 0.92% 24
2025
Q2 		$2.82M Buy
9,719
+4
+0% +$1.02K 0.85% 25
2025
Q1 		$2.38M Buy
9,715
+4
+0% +$1.02K 0.82% 28
2024
Q4 		$2.33M Buy
9,711
+582
+6% +$136K 0.78% 27
2024
Q3 		$1.92M Buy
9,129
+3
+0% +$632 0.67% 30
2024
Q2 		$1.85M Buy
9,126
+5
+0.1% +$978 0.68% 29
2024
Q1 		$1.83M Sell
9,121
-93
-1% -$16.8K 0.69% 30
2023
Q4 		$1.57M Buy
9,214
+56
+0.6% +$8.49K 0.64% 31
2023
Q3 		$1.33M Sell
9,158
-17
-0.2% -$2.55K 0.61% 33
2023
Q2 		$1.33M Buy
9,175
+5
+0.1% +$688 0.59% 33
2023
Q1 		$1.19M Buy
9,170
+4
+0% +$548 0.57% 36
2022
Q4 		$1.23M Sell
9,166
-188
-2% -$23.8K 0.63% 31
2022
Q3 		$978K Buy
9,354
+3,965
+74% +$455K 0.55% 32
2022
Q2 		$607K Hold
5,389
– – 0.34% 48
2022
Q1 		$735K Buy
5,389
+358
+7% +$52.8K 0.34% 49
2021
Q4 		$797K Hold
5,031
– – 0.38% 43
2021
Q3 		$824K Buy
5,031
+181
+4% +$28.4K 0.41% 43
2021
Q2 		$754K Sell
4,850
-749,145
-99% -$118M 0.37% 46
2021
Q1 		$4.95M Buy
753,995
+749,912
+18,367% +$108M 0.25% 79
2020
Q4 		$519K Buy
4,083
+343
+9% +$38.3K 0.29% 56
2020
Q3 		$360K Buy
3,740
+158
+4% +$15.5K 0.24% 60
2020
Q2 		$337K Hold
3,582
– – 0.24% 61
2020
Q1 		$322K Buy
3,582
+374
+12% +$45.4K 0.26% 52
2019
Q4 		$447K Buy
+3,208
New +$411K 0.31% 42

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Financial Perspectives's JPM Position: Q2 2026 in Review

Financial Perspectives increased its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, buying an estimated $932 and bringing the position to 10,646 shares worth $3.48M. The position accounts for 0.85% of the portfolio, ranked #27.

Financial Perspectives first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.95M in Q1 2021. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Perspectives held 10,646 shares of JPMorgan Chase worth $3.48M as of Q2 2026.
  • Financial Perspectives bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 0.85% of Financial Perspectives's portfolio in Q2 2026, its #27 holding.
  • Financial Perspectives first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's JPMorgan Chase position peaked at $4.95M in Q1 2021.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.