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Gibson Capital’s JPMorgan Chase JPM Stock Holding History

Gibson 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 		$388K Sell
1,185
-98
-8% -$30.4K 0.06% 66
2026
Q1 		$377K Buy
1,283
+28
+2% +$8.5K 0.07% 60
2025
Q4 		$404K Sell
1,255
-104
-8% -$32.2K 0.07% 57
2025
Q3 		$429K Hold
1,359
– – 0.08% 54
2025
Q2 		$394K Sell
1,359
-87
-6% -$22.2K 0.08% 51
2025
Q1 		$355K Buy
1,446
+84
+6% +$21.4K 0.07% 53
2024
Q4 		$326K Sell
1,362
-70
-5% -$16.3K 0.07% 48
2024
Q3 		$302K Hold
1,432
– – 0.06% 51
2024
Q2 		$290K Hold
1,432
– – 0.06% 49
2024
Q1 		$287K Hold
1,432
– – 0.06% 53
2023
Q4 		$244K Buy
1,432
+216
+18% +$32.7K 0.06% 55
2023
Q3 		$176K Hold
1,216
– – 0.05% 52
2023
Q2 		$177K Buy
+1,216
New +$167K 0.05% 52
2022
Q1 		– Sell
-1,267
Closed -$198K – 40
2021
Q4 		$198K Hold
1,267
– – 0.05% 40
2021
Q3 		$205K Buy
+1,267
New +$199K 0.05% 39

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 $3.37T AUM 44.26% 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

Gibson Capital's JPM Position: Q2 2026 in Review

Gibson Capital reduced its JPMorgan Chase (JPM) stake by 7.6% in Q2 2026, selling an estimated $30.4K and leaving 1,185 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #66.

Gibson Capital first reported a position in JPM in Q3 2021 and has held it in 15 quarters since. The position peaked at $429K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gibson Capital held 1,185 shares of JPMorgan Chase worth $388K as of Q2 2026.
  • Gibson Capital sold 98 JPMorgan Chase shares in Q2 2026, an estimated $30.4K.
  • JPMorgan Chase made up 0.06% of Gibson Capital's portfolio in Q2 2026, its #66 holding.
  • Gibson Capital first reported a position in JPMorgan Chase in Q3 2021 and has held it in 15 quarters since.
  • Gibson Capital's JPMorgan Chase position peaked at $429K in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.