Frank Rimerman Advisors’s JPMorgan Chase JPM Stock Holding History

Frank Rimerman Advisors’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	$18.8M	Sell	57,576 -637	-1%	-$198K	1.07%	17
2026 Q1	$17.1M	Sell	58,213 -148	-0.3%	-$44.9K	1.12%	15
2025 Q4	$18.8M	Buy	58,361 +193	+0.3%	+$59.8K	1.19%	14
2025 Q3	$18.3M	Buy	58,168 +102	+0.2%	+$30.3K	1.18%	15
2025 Q2	$16.8M	Buy	58,066 +2,207	+4%	+$563K	1.13%	15
2025 Q1	$13.7M	Sell	55,859 -484	-0.9%	-$123K	1.09%	14
2024 Q4	$13.5M	Buy	56,343 +636	+1%	+$148K	0.98%	17
2024 Q3	$11.7M	Buy	55,707 +192	+0.3%	+$40.4K	0.83%	18
2024 Q2	$11.2M	Buy	55,515 +48,930	+743%	+$9.57M	0.79%	18
2024 Q1	$1.32M	Hold	6,585	–	–	0.25%	44
2023 Q4	$1.12M	Hold	6,585	–	–	0.23%	46
2023 Q3	$955K	Buy	6,585 +2,509	+62%	+$376K	0.23%	47
2023 Q2	$593K	Hold	4,076	–	–	0.14%	55
2023 Q1	$531K	Hold	4,076	–	–	0.15%	58
2022 Q4	$547K	Hold	4,076	–	–	0.17%	52
2022 Q3	$426K	Hold	4,076	–	–	0.15%	54
2022 Q2	$459K	Sell	4,076 -1,019	-20%	-$126K	0.18%	49
2022 Q1	$695K	Buy	5,095 +1,209	+31%	+$178K	0.22%	62
2021 Q4	$615K	Buy	3,886 +514	+15%	+$84.4K	0.21%	65
2021 Q3	$552K	Sell	3,372 -433	-11%	-$67.9K	0.21%	61
2021 Q2	$592K	Buy	3,805 +575	+18%	+$90.3K	0.23%	42
2021 Q1	$492K	Hold	3,230	–	–	0.22%	45
2020 Q4	$410K	Buy	+3,230	New	+$361K	0.19%	49

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Frank Rimerman Advisors's JPM Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $198K and leaving 57,576 shares worth $18.8M. The position accounts for 1.07% of the portfolio, ranked #17.

Frank Rimerman Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 2,921 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Frank Rimerman Advisors held 57,576 shares of JPMorgan Chase worth $18.8M as of Q2 2026.
Frank Rimerman Advisors sold 637 JPMorgan Chase shares in Q2 2026, an estimated $198K.
JPMorgan Chase made up 1.07% of Frank Rimerman Advisors's portfolio in Q2 2026, its #17 holding.
Frank Rimerman Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
2,921 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.