Flagstone Financial Management’s JPMorgan Chase JPM Stock Holding History

Flagstone Financial 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	$2.19M	Hold	6,694	–	–	0.49%	21
2026 Q1	$1.97M	Buy	6,694 +3,152	+89%	+$957K	0.49%	21
2025 Q4	$1.14M	Sell	3,542 -239	-6%	-$74K	0.29%	24
2025 Q3	$1.19M	Hold	3,781	–	–	0.31%	22
2025 Q2	$1.1M	Hold	3,781	–	–	0.31%	23
2025 Q1	$928K	Hold	3,781	–	–	0.3%	23
2024 Q4	$906K	Sell	3,781 -275	-7%	-$64.1K	0.3%	21
2024 Q3	$855K	Buy	4,056 +951	+31%	+$200K	0.29%	24
2024 Q2	$628K	Hold	3,105	–	–	0.23%	27
2024 Q1	$622K	Sell	3,105 -173	-5%	-$31.2K	0.24%	27
2023 Q4	$558K	Hold	3,278	–	–	0.23%	27
2023 Q3	$475K	Sell	3,278 -1,680	-34%	-$252K	0.22%	25
2023 Q2	$721K	Buy	4,958 +206	+4%	+$28.3K	0.34%	24
2023 Q1	$619K	Hold	4,752	–	–	0.31%	24
2022 Q4	$637K	Buy	+4,752	New	+$602K	0.39%	23

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Flagstone Financial Management's JPM Position: Q2 2026 in Review

Flagstone Financial Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,694 shares worth $2.19M. The position accounts for 0.49% of the portfolio, ranked #21.

Flagstone Financial Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Flagstone Financial Management held 6,694 shares of JPMorgan Chase worth $2.19M as of Q2 2026.
Flagstone Financial Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.49% of Flagstone Financial Management's portfolio in Q2 2026, its #21 holding.
Flagstone Financial Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.