GCA
JPM icon

Gallagher Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Gallagher Capital 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 		$3.73M Sell
11,390
-82
-0.7% -$25.5K 2.13% 17
2026
Q1 		$3.37M Sell
11,472
-98
-0.8% -$29.7K 2.27% 15
2025
Q4 		$3.73M Sell
11,570
-566
-5% -$175K 2.41% 12
2025
Q3 		$3.74M Sell
12,136
-109
-0.9% -$32.4K 2.15% 12
2025
Q2 		$3.65M Sell
12,245
-87
-0.7% -$22.2K 2.95% 10
2025
Q1 		$3.03M Buy
12,332
+51
+0.4% +$13K 2.3% 16
2024
Q4 		$2.94M Buy
+12,281
New +$2.86M 2.15% 17

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Gallagher Capital Advisors's JPM Position: Q2 2026 in Review

Gallagher Capital Advisors reduced its JPMorgan Chase (JPM) stake by 0.71% in Q2 2026, selling an estimated $25.5K and leaving 11,390 shares worth $3.73M. The position accounts for 2.13% of the portfolio, ranked #17.

Gallagher Capital Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.74M in Q3 2025. 2,926 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gallagher Capital Advisors held 11,390 shares of JPMorgan Chase worth $3.73M as of Q2 2026.
  • Gallagher Capital Advisors sold 82 JPMorgan Chase shares in Q2 2026, an estimated $25.5K.
  • JPMorgan Chase made up 2.13% of Gallagher Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Gallagher Capital Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Gallagher Capital Advisors's JPMorgan Chase position peaked at $3.74M in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.