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Garde Capital’s JPMorgan Chase JPM Stock Holding History

Garde 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 		$360K Buy
+1,100
New +$342K 0.02% 187
2026
Q1 		– Sell
-1,100
Closed -$354K – 214
2025
Q4 		$354K Hold
1,100
– – 0.02% 169
2025
Q3 		$347K Buy
+1,100
New +$327K 0.02% 189

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Garde Capital's JPM Position: Q2 2026 in Review

Garde Capital increased its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, buying an estimated $77.6K and bringing the position to 5,332 shares worth $1.75M. The position accounts for 0.08% of the portfolio, ranked #87.

Garde Capital first reported a position in JPM in Q4 2014 and has held it in 37 quarters since. The position peaked at $1.88M in Q3 2018. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Garde Capital held 5,332 shares of JPMorgan Chase worth $1.75M as of Q2 2026.
  • Garde Capital bought 250 JPMorgan Chase shares in Q2 2026, an estimated $77.6K.
  • JPMorgan Chase made up 0.08% of Garde Capital's portfolio in Q2 2026, its #87 holding.
  • Garde Capital first reported a position in JPMorgan Chase in Q4 2014 and has held it in 37 quarters since.
  • Garde Capital's JPMorgan Chase position peaked at $1.88M in Q3 2018.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.