Gilbert & Cook’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 | $2.67M | Buy |
8,168
+26
| +0.3% | +$8.07K | 0.31% | 24 |
|
|
2026
Q1 | $2.39M | Sell |
8,142
-1,579
| -16% | -$479K | 0.31% | 25 |
|
|
2025
Q4 | $3.13M | Sell |
9,721
-1,593
| -14% | -$493K | 0.39% | 22 |
|
|
2025
Q3 | $3.57M | Sell |
11,314
-289
| -2% | -$86K | 0.46% | 19 |
|
|
2025
Q2 | $3.36M | Buy |
11,603
+830
| +8% | +$212K | 0.45% | 19 |
|
|
2025
Q1 | $2.64M | Sell |
10,773
-27
| -0.3% | -$6.88K | 0.38% | 23 |
|
|
2024
Q4 | $2.59M | Buy |
10,800
+172
| +2% | +$40.1K | 0.37% | 23 |
|
|
2024
Q3 | $2.24M | Sell |
10,628
-35
| -0.3% | -$7.37K | 0.31% | 26 |
|
|
2024
Q2 | $2.16M | Sell |
10,663
-828
| -7% | -$162K | 0.32% | 26 |
|
|
2024
Q1 | $2.3M | Buy |
11,491
+131
| +1% | +$23.6K | 0.31% | 26 |
|
|
2023
Q4 | $1.93M | Buy |
11,360
+164
| +1% | +$24.9K | 0.27% | 30 |
|
|
2023
Q3 | $1.62M | Buy |
11,196
+1,343
| +14% | +$201K | 0.26% | 33 |
|
|
2023
Q2 | $1.43M | Buy |
9,853
+186
| +2% | +$25.6K | 0.23% | 33 |
|
|
2023
Q1 | $1.26M | Buy |
9,667
+382
| +4% | +$52.3K | 0.22% | 36 |
|
|
2022
Q4 | $1.25M | Sell |
9,285
-71
| -0.8% | -$9K | 0.23% | 36 |
|
|
2022
Q3 | $1.19M | Buy |
9,356
+97
| +1% | +$11.1K | 0.26% | 36 |
|
|
2022
Q2 | $1.04M | Buy |
9,259
+83
| +0.9% | +$10.3K | 0.19% | 43 |
|
|
2022
Q1 | $1.25M | Buy |
9,176
+1,915
| +26% | +$283K | 0.2% | 38 |
|
|
2021
Q4 | $1.15M | Buy |
7,261
+272
| +4% | +$44.7K | 0.19% | 38 |
|
|
2021
Q3 | $1.14M | Buy |
6,989
+39
| +0.6% | +$6.11K | 0.2% | 37 |
|
|
2021
Q2 | $1.08M | Buy |
6,950
+244
| +4% | +$38.3K | 0.19% | 39 |
|
|
2021
Q1 | $1.02M | Buy |
6,706
+542
| +9% | +$78K | 0.2% | 41 |
|
|
2020
Q4 | $786K | Buy |
6,164
+839
| +16% | +$93.8K | 0.17% | 47 |
|
|
2020
Q3 | $513K | Buy |
5,325
+427
| +9% | +$41.9K | 0.12% | 60 |
|
|
2020
Q2 | $461K | Buy |
4,898
+170
| +4% | +$16.1K | 0.12% | 64 |
|
|
2020
Q1 | $426K | Buy |
4,728
+36
| +0.8% | +$4.37K | 0.13% | 61 |
|
|
2019
Q4 | $654K | Buy |
4,692
+145
| +3% | +$18.6K | 0.16% | 48 |
|
|
2019
Q3 | $535K | Buy |
4,547
+161
| +4% | +$18.2K | 0.15% | 54 |
|
|
2019
Q2 | $490K | Buy |
4,386
+115
| +3% | +$12.7K | 0.14% | 54 |
|
|
2019
Q1 | $432K | Buy |
4,271
+37
| +0.9% | +$3.81K | 0.13% | 59 |
|
|
2018
Q4 | $413K | Buy |
4,234
+1,045
| +33% | +$111K | 0.15% | 58 |
|
|
2018
Q3 | $360K | Sell |
3,189
-295
| -8% | -$33.5K | 0.11% | 63 |
|
|
2018
Q2 | $363K | Buy |
3,484
+284
| +9% | +$31.2K | 0.12% | 58 |
|
|
2018
Q1 | $352K | Sell |
3,200
-554
| -15% | -$62.7K | 0.12% | 55 |
|
|
2017
Q4 | $401K | Sell |
3,754
-98
| -3% | -$9.92K | 0.14% | 46 |
|
|
2017
Q3 | $368K | Sell |
3,852
-4,492
| -54% | -$414K | 0.13% | 45 |
|
|
2017
Q2 | $763K | Buy |
8,344
+4,445
| +114% | +$384K | 0.27% | 38 |
|
|
2017
Q1 | $342K | Sell |
3,899
-198
| -5% | -$17.5K | 0.14% | 50 |
|
|
2016
Q4 | $354K | Buy |
+4,097
| New | +$312K | 0.16% | 48 |
|
Other funds holding JPM
Gilbert & Cook's JPM Position: Q2 2026 in Review
Gilbert & Cook increased its JPMorgan Chase (JPM) stake by 0.32% in Q2 2026, buying an estimated $8.07K and bringing the position to 8,168 shares worth $2.67M. The position accounts for 0.31% of the portfolio, ranked #24.
Gilbert & Cook first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.57M in Q3 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Gilbert & Cook held 8,168 shares of JPMorgan Chase worth $2.67M as of Q2 2026.
- Gilbert & Cook bought 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
- JPMorgan Chase made up 0.31% of Gilbert & Cook's portfolio in Q2 2026, its #24 holding.
- Gilbert & Cook first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
- Gilbert & Cook's JPMorgan Chase position peaked at $3.57M in Q3 2025.
- 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.