GEM Asset Management’s JPMorgan Chase JPM Stock Holding History

GEM Asset Management’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	$297K	Hold	906	–	–	0.12%	91
2026 Q1	$267K	Sell	906 -13	-1%	-$3.94K	0.12%	90
2025 Q4	$301K	Sell	919 -51	-5%	-$15.8K	0.13%	90
2025 Q3	$298K	Hold	970	–	–	0.14%	82
2025 Q2	$283K	Buy	970 +64	+7%	+$16.3K	0.15%	80
2025 Q1	$221K	Hold	906	–	–	0.12%	84
2024 Q4	$217K	Buy	+906	New	+$211K	0.12%	85
2024 Q3	–	Sell	-1,006	Closed	-$203K	–	92
2024 Q2	$203K	Buy	+1,006	New	+$197K	0.13%	86

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

GEM Asset Management's JPM Position: Q2 2026 in Review

GEM Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 906 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #91.

GEM Asset Management first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $301K in Q4 2025. 3,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

GEM Asset Management held 906 shares of JPMorgan Chase worth $297K as of Q2 2026.
GEM Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.12% of GEM Asset Management's portfolio in Q2 2026, its #91 holding.
GEM Asset Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
GEM Asset Management's JPMorgan Chase position peaked at $301K in Q4 2025.
3,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.