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GAMMA Investing’s JPMorgan Chase JPM Stock Holding History

GAMMA Investing’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 		$37.4M Buy
114,132
+7,067
+7% +$2.19M 1.39% 10
2026
Q1 		$31.5M Buy
107,065
+1,691
+2% +$513K 1.47% 8
2025
Q4 		$34M Sell
105,374
-6,608
-6% -$2.05M 1.71% 8
2025
Q3 		$35.3M Buy
111,982
+4,492
+4% +$1.34M 1.95% 7
2025
Q2 		$31.2M Buy
107,490
+11,461
+12% +$2.92M 1.97% 7
2025
Q1 		$23.6M Buy
96,029
+5,296
+6% +$1.35M 1.77% 5
2024
Q4 		$21.7M Buy
90,733
+9,008
+11% +$2.1M 1.85% 6
2024
Q3 		$17.2M Buy
81,725
+9,990
+14% +$2.1M 1.71% 6
2024
Q2 		$14.5M Buy
71,735
+15,576
+28% +$3.05M 1.98% 5
2024
Q1 		$11.2M Buy
56,159
+4,422
+9% +$798K 2.29% 5
2023
Q4 		$9.02M Buy
+51,737
New +$7.84M 2.44% 4

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

GAMMA Investing's JPM Position: Q2 2026 in Review

GAMMA Investing increased its JPMorgan Chase (JPM) stake by 6.6% in Q2 2026, buying an estimated $2.19M and bringing the position to 114,132 shares worth $37.4M. The position accounts for 1.39% of the portfolio, ranked #10.

GAMMA Investing first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • GAMMA Investing held 114,132 shares of JPMorgan Chase worth $37.4M as of Q2 2026.
  • GAMMA Investing bought 7,067 JPMorgan Chase shares in Q2 2026, an estimated $2.19M.
  • JPMorgan Chase made up 1.39% of GAMMA Investing's portfolio in Q2 2026, its #10 holding.
  • GAMMA Investing first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.