Garner Asset Management Corp’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $575K | Buy |
1,756
+63
| +4% | +$19.6K | 0.19% | 110 |
|
|
2026
Q1 | $498K | Buy |
1,693
+12
| +0.7% | +$3.64K | 0.2% | 112 |
|
|
2025
Q4 | $542K | Buy |
1,681
+2
| +0.1% | +$619 | 0.21% | 106 |
|
|
2025
Q3 | $530K | Buy |
1,679
+2
| +0.1% | +$595 | 0.21% | 105 |
|
|
2025
Q2 | $486K | Sell |
1,677
-403
| -19% | -$103K | 0.22% | 105 |
|
|
2025
Q1 | $510K | Sell |
2,080
-118
| -5% | -$30.1K | 0.22% | 111 |
|
|
2024
Q4 | $527K | Buy |
2,198
+2
| +0.1% | +$466 | 0.24% | 109 |
|
|
2024
Q3 | $463K | Buy |
2,196
+2
| +0.1% | +$421 | 0.21% | 113 |
|
|
2024
Q2 | $444K | Buy |
2,194
+2
| +0.1% | +$391 | 0.21% | 113 |
|
|
2024
Q1 | $439K | Hold |
2,192
| – | – | 0.22% | 113 |
|
|
2023
Q4 | $381K | Sell |
2,192
-214
| -9% | -$32.4K | 0.19% | 111 |
|
|
2023
Q3 | $349K | Sell |
2,406
-58
| -2% | -$8.69K | 0.2% | 115 |
|
|
2023
Q2 | $358K | Sell |
2,464
-142
| -5% | -$19.5K | 0.2% | 119 |
|
|
2023
Q1 | $340K | Buy |
2,606
+202
| +8% | +$27.7K | 0.16% | 133 |
|
|
2022
Q4 | $322K | Buy |
2,404
+3
| +0.1% | +$380 | 0.15% | 132 |
|
|
2022
Q3 | $251K | Sell |
2,401
-729
| -23% | -$83.7K | 0.13% | 144 |
|
|
2022
Q2 | $352K | Buy |
3,130
+810
| +35% | +$100K | 0.15% | 142 |
|
|
2022
Q1 | $316K | Hold |
2,320
| – | – | 0.12% | 151 |
|
|
2021
Q4 | $368K | Buy |
2,320
+1
| +0% | +$164 | 0.15% | 146 |
|
|
2021
Q3 | $380K | Buy |
2,319
+1
| +0% | +$157 | 0.17% | 140 |
|
|
2021
Q2 | $361K | Hold |
2,318
| – | – | 0.17% | 142 |
|
|
2021
Q1 | $353K | Sell |
2,318
-99
| -4% | -$14.2K | 0.18% | 136 |
|
|
2020
Q4 | $307K | Sell |
2,417
-33
| -1% | -$3.69K | 0.17% | 139 |
|
|
2020
Q3 | $236K | Buy |
2,450
+2
| +0.1% | +$196 | 0.15% | 140 |
|
|
2020
Q2 | $230K | Buy |
2,448
+2
| +0.1% | +$190 | 0.17% | 134 |
|
|
2020
Q1 | $220K | Buy |
2,446
+2
| +0.1% | +$243 | 0.2% | 120 |
|
|
2019
Q4 | $341K | Buy |
2,444
+2
| +0.1% | +$257 | 0.24% | 105 |
|
|
2019
Q3 | $287K | Sell |
2,442
-46
| -2% | -$5.2K | 0.21% | 115 |
|
|
2019
Q2 | $278K | Sell |
2,488
-41
| -2% | -$4.52K | 0.21% | 122 |
|
|
2019
Q1 | $256K | Hold |
2,529
| – | – | 0.2% | 118 |
|
|
2018
Q4 | $247K | Buy |
2,529
+4
| +0.2% | +$426 | 0.22% | 114 |
|
|
2018
Q3 | $285K | Buy |
2,525
+1
| +0% | +$114 | 0.22% | 116 |
|
|
2018
Q2 | $263K | Sell |
2,524
-21
| -0.8% | -$2.3K | 0.21% | 126 |
|
|
2018
Q1 | $280K | Sell |
2,545
-1,506
| -37% | -$171K | 0.23% | 118 |
|
|
2017
Q4 | $433K | Buy |
4,051
+2
| +0% | +$203 | 0.36% | 90 |
|
|
2017
Q3 | $387K | Buy |
4,049
+3
| +0.1% | +$277 | 0.35% | 96 |
|
|
2017
Q2 | $370K | Buy |
+4,046
| New | +$349K | 0.35% | 100 |
|
Other funds holding JPM
Garner Asset Management Corp's JPM Position: Q2 2026 in Review
Garner Asset Management Corp increased its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, buying an estimated $19.6K and bringing the position to 1,756 shares worth $575K. The position accounts for 0.19% of the portfolio, ranked #110.
Garner Asset Management Corp first reported a position in JPM in Q2 2017 and has held it in 37 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Garner Asset Management Corp held 1,756 shares of JPMorgan Chase worth $575K as of Q2 2026.
- Garner Asset Management Corp bought 63 JPMorgan Chase shares in Q2 2026, an estimated $19.6K.
- JPMorgan Chase made up 0.19% of Garner Asset Management Corp's portfolio in Q2 2026, its #110 holding.
- Garner Asset Management Corp first reported a position in JPMorgan Chase in Q2 2017 and has held it in 37 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Garner Asset Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.