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Gleason Group’s JPMorgan Chase JPM Stock Holding History

Gleason Group’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 		$3.46M Buy
10,577
+66
+0.6% +$20.5K 0.3% 24
2026
Q1 		$3.09M Sell
10,511
-1,687
-14% -$512K 0.31% 24
2025
Q4 		$3.93M Buy
12,198
+47
+0.4% +$14.6K 0.39% 22
2025
Q3 		$3.83M Sell
12,151
-5
-0% -$1.49K 0.39% 22
2025
Q2 		$3.52M Sell
12,156
-1,143
-9% -$292K 0.38% 23
2025
Q1 		$3.26M Sell
13,299
-133
-1% -$33.9K 0.59% 19
2024
Q4 		$3.22M Sell
13,432
-763
-5% -$178K 0.57% 17
2024
Q3 		$2.99M Sell
14,195
-103
-0.7% -$21.7K 0.55% 20
2024
Q2 		$2.89M Sell
14,298
-1,185
-8% -$232K 0.59% 18
2024
Q1 		$3.1M Sell
15,483
-420
-3% -$75.8K 0.65% 18
2023
Q4 		$2.71M Buy
15,903
+116
+0.7% +$17.6K 0.62% 18
2023
Q3 		$2.29M Sell
15,787
-102
-0.6% -$15.3K 0.6% 18
2023
Q2 		$2.31M Buy
15,889
+35
+0.2% +$4.81K 0.6% 18
2023
Q1 		$2.07M Buy
15,854
+168
+1% +$23K 0.59% 19
2022
Q4 		$2.1M Buy
15,686
+125
+0.8% +$15.8K 0.66% 21
2022
Q3 		$1.63M Buy
15,561
+273
+2% +$31.3K 0.56% 15
2022
Q2 		$1.72M Buy
15,288
+126
+0.8% +$15.6K 0.59% 15
2022
Q1 		$2.07M Buy
15,162
+252
+2% +$37.2K 0.61% 15
2021
Q4 		$2.36M Buy
14,910
+87
+0.6% +$14.3K 0.77% 14
2021
Q3 		$2.43M Buy
14,823
+286
+2% +$44.8K 0.88% 15
2021
Q2 		$2.26M Buy
14,537
+84
+0.6% +$13.2K 0.82% 14
2021
Q1 		$2.2M Buy
14,453
+200
+1% +$28.8K 0.87% 15
2020
Q4 		$1.81M Buy
14,253
+87
+0.6% +$9.72K 0.87% 16
2020
Q3 		$1.36M Sell
14,166
-1,423
-9% -$140K 0.79% 16
2020
Q2 		$1.47M Buy
15,589
+137
+0.9% +$13K 0.91% 16
2020
Q1 		$1.39M Sell
15,452
-4,883
-24% -$593K 1.1% 15
2019
Q4 		$2.83M Buy
+20,335
New +$2.61M 1.69% 10

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

Gleason Group's JPM Position: Q2 2026 in Review

Gleason Group increased its JPMorgan Chase (JPM) stake by 0.63% in Q2 2026, buying an estimated $20.5K and bringing the position to 10,577 shares worth $3.46M. The position accounts for 0.3% of the portfolio, ranked #24.

Gleason Group first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.93M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gleason Group held 10,577 shares of JPMorgan Chase worth $3.46M as of Q2 2026.
  • Gleason Group bought 66 JPMorgan Chase shares in Q2 2026, an estimated $20.5K.
  • JPMorgan Chase made up 0.3% of Gleason Group's portfolio in Q2 2026, its #24 holding.
  • Gleason Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's JPMorgan Chase position peaked at $3.93M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.