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Global Financial Private Client’s JPMorgan Chase JPM Stock Holding History

Global Financial Private Client’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 		$4.89M Buy
14,938
+886
+6% +$275K 1.33% 13
2026
Q1 		$4.13M Buy
14,052
+896
+7% +$272K 1.35% 11
2025
Q4 		$4.24M Buy
13,156
+77
+0.6% +$23.8K 1.49% 9
2025
Q3 		$4.13M Sell
13,079
-103
-0.8% -$30.6K 1.47% 9
2025
Q2 		$3.82M Buy
13,182
+2,105
+19% +$537K 1.43% 9
2025
Q1 		$2.72M Buy
11,077
+1,693
+18% +$432K 1.04% 16
2024
Q4 		$2.25M Buy
9,384
+1,957
+26% +$456K 0.84% 19
2024
Q3 		$1.57M Buy
7,427
+249
+3% +$52.4K 0.61% 37
2024
Q2 		$1.45M Sell
7,178
-54
-0.7% -$10.6K 0.61% 43
2024
Q1 		$1.44M Buy
7,232
+693
+11% +$125K 0.62% 42
2023
Q4 		$1.11M Buy
6,539
+112
+2% +$17K 0.52% 50
2023
Q3 		$924K Sell
6,427
-9
-0.1% -$1.35K 0.48% 53
2023
Q2 		$944K Sell
6,436
-23
-0.4% -$3.16K 0.46% 56
2023
Q1 		$841K Buy
6,459
+1,927
+43% +$264K 0.43% 55
2022
Q4 		$608K Buy
4,532
+92
+2% +$11.7K 0.34% 72
2022
Q3 		$478K Sell
4,440
-2
-0% -$230 0.28% 83
2022
Q2 		$507K Buy
4,442
+1,170
+36% +$145K 0.29% 80
2022
Q1 		$443K Buy
3,272
+600
+22% +$88.6K 0.21% 99
2021
Q4 		$423K Buy
2,672
+359
+16% +$59K 0.2% 98
2021
Q3 		$387K Sell
2,313
-583
-20% -$91.4K 0.2% 104
2021
Q2 		$455K Sell
2,896
-1
-0% -$157 0.25% 91
2021
Q1 		$445K Sell
2,897
-386
-12% -$55.5K 0.32% 74
2020
Q4 		$417K Buy
3,283
+115
+4% +$12.9K 0.33% 65
2020
Q3 		$307K Sell
3,168
-6
-0.2% -$589 0.27% 73
2020
Q2 		$296K Sell
3,174
-366
-10% -$34.7K 0.26% 81
2020
Q1 		$299K Hold
3,540
– – 0.32% 74
2019
Q4 		$494K Buy
+3,540
New +$454K 0.41% 61

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Global Financial Private Client's JPM Position: Q2 2026 in Review

Global Financial Private Client increased its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, buying an estimated $275K and bringing the position to 14,938 shares worth $4.89M. The position accounts for 1.33% of the portfolio, ranked #13.

Global Financial Private Client first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Global Financial Private Client held 14,938 shares of JPMorgan Chase worth $4.89M as of Q2 2026.
  • Global Financial Private Client bought 886 JPMorgan Chase shares in Q2 2026, an estimated $275K.
  • JPMorgan Chase made up 1.33% of Global Financial Private Client's portfolio in Q2 2026, its #13 holding.
  • Global Financial Private Client first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.