Flower City Capital’s JPMorgan Chase JPM Stock Holding History

Flower City Capital’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	$401K	Buy	1,225 +56	+5%	+$17.4K	0.18%	32
2026 Q1	$344K	Buy	1,169 +22	+2%	+$6.68K	0.17%	30
2025 Q4	$370K	Sell	1,147 -64	-5%	-$19.8K	0.19%	29
2025 Q3	$382K	Hold	1,211	–	–	0.21%	26
2025 Q2	$351K	Hold	1,211	–	–	0.21%	25
2025 Q1	$297K	Hold	1,211	–	–	0.19%	28
2024 Q4	$290K	Hold	1,211	–	–	0.18%	27
2024 Q3	$255K	Sell	1,211 -120	-9%	-$25.3K	0.15%	29
2024 Q2	$269K	Sell	1,331 -34	-2%	-$6.65K	0.17%	28
2024 Q1	$273K	Sell	1,365 -93	-6%	-$16.8K	0.18%	29
2023 Q4	$248K	Sell	1,458 -3	-0.2%	-$455	0.18%	29
2023 Q3	$212K	Hold	1,461	–	–	0.22%	27
2023 Q2	$212K	Buy	+1,461	New	+$201K	0.25%	26
2022 Q1	–	Sell	-1,282	Closed	-$203K	–	44
2021 Q4	$203K	Buy	+1,282	New	+$211K	0.2%	50

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Flower City Capital's JPM Position: Q2 2026 in Review

Flower City Capital increased its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, buying an estimated $17.4K and bringing the position to 1,225 shares worth $401K. The position accounts for 0.18% of the portfolio, ranked #32.

Flower City Capital first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Flower City Capital held 1,225 shares of JPMorgan Chase worth $401K as of Q2 2026.
Flower City Capital bought 56 JPMorgan Chase shares in Q2 2026, an estimated $17.4K.
JPMorgan Chase made up 0.18% of Flower City Capital's portfolio in Q2 2026, its #32 holding.
Flower City Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Flower City Capital's 13F filing for Q2 2026, filed 7 Jul 2026.