Garrison Point Advisors’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 | $2.41M | Sell |
7,371
-30
| -0.4% | -$9.32K | 0.98% | 24 |
|
|
2026
Q1 | $2.18M | Sell |
7,401
-113
| -2% | -$34.3K | 0.99% | 23 |
|
|
2025
Q4 | $2.42M | Sell |
7,514
-4
| -0.1% | -$1.24K | 1.07% | 21 |
|
|
2025
Q3 | $2.37M | Sell |
7,518
-152
| -2% | -$45.2K | 0.99% | 21 |
|
|
2025
Q2 | $2.22M | Sell |
7,670
-180
| -2% | -$45.9K | 1.02% | 22 |
|
|
2025
Q1 | $1.93M | Sell |
7,850
-271
| -3% | -$69.1K | 0.93% | 27 |
|
|
2024
Q4 | $1.95M | Buy |
8,121
+944
| +13% | +$220K | 0.92% | 25 |
|
|
2024
Q3 | $1.51M | Sell |
7,177
-20
| -0.3% | -$4.21K | 0.94% | 33 |
|
|
2024
Q2 | $1.46M | Sell |
7,197
-322
| -4% | -$63K | 0.96% | 28 |
|
|
2024
Q1 | $1.51M | Sell |
7,519
-160
| -2% | -$28.9K | 0.97% | 29 |
|
|
2023
Q4 | $1.31M | Hold |
7,679
| – | – | 0.92% | 33 |
|
|
2023
Q3 | $1.11M | Buy |
7,679
+34
| +0.4% | +$5.1K | 0.86% | 34 |
|
|
2023
Q2 | $1.11M | Sell |
7,645
-245
| -3% | -$33.7K | 0.8% | 38 |
|
|
2023
Q1 | $1.03M | Sell |
7,890
-12
| -0.2% | -$1.64K | 0.77% | 40 |
|
|
2022
Q4 | $1.06M | Hold |
7,902
| – | – | 0.87% | 36 |
|
|
2022
Q3 | $826K | Hold |
7,902
| – | – | 0.74% | 43 |
|
|
2022
Q2 | $890K | Hold |
7,902
| – | – | 0.74% | 44 |
|
|
2022
Q1 | $1.08M | Sell |
7,902
-25
| -0.3% | -$3.69K | 0.75% | 43 |
|
|
2021
Q4 | $1.25M | Sell |
7,927
-30
| -0.4% | -$4.93K | 0.83% | 37 |
|
|
2021
Q3 | $1.3M | Buy |
7,957
+30
| +0.4% | +$4.7K | 0.95% | 32 |
|
|
2021
Q2 | $1.23M | Buy |
7,927
+50
| +0.6% | +$7.85K | 0.89% | 33 |
|
|
2021
Q1 | $1.2M | Sell |
7,877
-125
| -2% | -$18K | 0.93% | 35 |
|
|
2020
Q4 | $1.02M | Buy |
8,002
+200
| +3% | +$22.4K | 0.82% | 42 |
|
|
2020
Q3 | $751K | Sell |
7,802
-45
| -0.6% | -$4.42K | 0.68% | 51 |
|
|
2020
Q2 | $738K | Buy |
7,847
+10
| +0.1% | +$949 | 0.73% | 48 |
|
|
2020
Q1 | $706K | Sell |
7,837
-140
| -2% | -$17K | 0.86% | 46 |
|
|
2019
Q4 | $1.11M | Buy |
7,977
+393
| +5% | +$50.4K | 1.02% | 37 |
|
|
2019
Q3 | $893K | Sell |
7,584
-135
| -2% | -$15.3K | 0.88% | 42 |
|
|
2019
Q2 | $863K | Buy |
7,719
+225
| +3% | +$24.8K | 0.87% | 41 |
|
|
2019
Q1 | $759K | Buy |
7,494
+150
| +2% | +$15.5K | 0.79% | 48 |
|
|
2018
Q4 | $717K | Buy |
+7,344
| New | +$782K | 0.89% | 43 |
|
Other funds holding JPM
Garrison Point Advisors's JPM Position: Q2 2026 in Review
Garrison Point Advisors reduced its JPMorgan Chase (JPM) stake by 0.41% in Q2 2026, selling an estimated $9.32K and leaving 7,371 shares worth $2.41M. The position accounts for 0.98% of the portfolio, ranked #24.
Garrison Point Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.42M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Garrison Point Advisors held 7,371 shares of JPMorgan Chase worth $2.41M as of Q2 2026.
- Garrison Point Advisors sold 30 JPMorgan Chase shares in Q2 2026, an estimated $9.32K.
- JPMorgan Chase made up 0.98% of Garrison Point Advisors's portfolio in Q2 2026, its #24 holding.
- Garrison Point Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- Garrison Point Advisors's JPMorgan Chase position peaked at $2.42M in Q4 2025.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.