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Gimbal Financial’s JPMorgan Chase JPM Stock Holding History

Gimbal Financial’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 		$750K Buy
+2,290
New +$711K 0.46% 21
2025
Q3 		$743K Buy
2,355
+70
+3% +$20.8K 0.45% 21
2025
Q2 		$662K Buy
2,285
+52
+2% +$13.3K 0.41% 20
2025
Q1 		$548K Buy
2,233
+11
+0.5% +$2.8K 0.49% 18
2024
Q4 		$533K Buy
2,222
+22
+1% +$5.12K 0.44% 22
2024
Q3 		$495K Buy
2,200
+32
+1% +$6.74K 0.32% 25
2024
Q2 		$450K Buy
2,168
+384
+22% +$75.1K 0.33% 26
2024
Q1 		$357K Buy
1,784
+10
+0.6% +$1.8K 0.29% 30
2023
Q4 		$302K Buy
+1,774
New +$269K 0.3% 29

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

Gimbal Financial's JPM Position: Q2 2026 in Review

Gimbal Financial opened a new position in JPMorgan Chase (JPM) in Q2 2026: 2,290 shares worth $750K. The stake represents 0.46% of the portfolio and ranks #21 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in JPM as recently as Q3 2025.

Gimbal Financial first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gimbal Financial held 2,290 shares of JPMorgan Chase worth $750K as of Q2 2026.
  • JPMorgan Chase was a new Gimbal Financial position in Q2 2026.
  • JPMorgan Chase made up 0.46% of Gimbal Financial's portfolio in Q2 2026, its #21 holding.
  • Gimbal Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.