Firetrail Investments’s JPMorgan Chase JPM Stock Holding History

Firetrail Investments’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	$5.75M	Sell	17,672 -500	-3%	-$155K	1.62%	25
2026 Q1	$5.35M	Buy	18,172 +910	+5%	+$276K	1.83%	23
2025 Q4	$5.59M	Sell	17,262 -6,506	-27%	-$2.01M	1.83%	26
2025 Q3	$7.44M	Buy	+23,768	New	+$7.07M	1.86%	26

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

Firetrail Investments's JPM Position: Q2 2026 in Review

Firetrail Investments reduced its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, selling an estimated $155K and leaving 17,672 shares worth $5.75M. The position accounts for 1.62% of the portfolio, ranked #25.

Firetrail Investments first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.44M in Q3 2025. 5,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Firetrail Investments held 17,672 shares of JPMorgan Chase worth $5.75M as of Q2 2026.
Firetrail Investments sold 500 JPMorgan Chase shares in Q2 2026, an estimated $155K.
JPMorgan Chase made up 1.62% of Firetrail Investments's portfolio in Q2 2026, its #25 holding.
Firetrail Investments first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
Firetrail Investments's JPMorgan Chase position peaked at $7.44M in Q3 2025.
5,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Firetrail Investments's 13F filing for Q2 2026, filed 7 Aug 2026.