Global Retirement Partners’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 | $41.9M | Buy |
+127,872
| New | +$39.7M | 0.64% | 24 |
|
|
2025
Q4 | $40.3M | Buy |
125,062
+31,036
| +33% | +$9.61M | 0.72% | 25 |
|
|
2025
Q3 | $29.7M | Buy |
94,026
+1,301
| +1% | +$387K | 0.66% | 27 |
|
|
2025
Q2 | $26.9M | Buy |
+92,725
| New | +$23.7M | 0.67% | 24 |
|
|
2024
Q4 | $21.2M | Buy |
88,252
+16,485
| +23% | +$3.84M | 0.61% | 28 |
|
|
2024
Q3 | $15.1M | Sell |
71,767
-910
| -1% | -$192K | 0.46% | 41 |
|
|
2024
Q2 | $14.7M | Buy |
72,677
+9,763
| +16% | +$1.91M | 0.46% | 41 |
|
|
2024
Q1 | $12.6M | Buy |
62,914
+688
| +1% | +$124K | 0.47% | 40 |
|
|
2023
Q4 | $10.5M | Sell |
62,226
-2,894
| -4% | -$439K | 0.44% | 45 |
|
|
2023
Q3 | $9.33M | Sell |
65,120
-3,516
| -5% | -$527K | 0.47% | 40 |
|
|
2023
Q2 | $9.98M | Buy |
68,636
+5,928
| +9% | +$815K | 0.49% | 38 |
|
|
2023
Q1 | $8.53M | Buy |
62,708
+14,184
| +29% | +$1.94M | 0.45% | 41 |
|
|
2022
Q4 | $6.51M | Buy |
48,524
+3,275
| +7% | +$415K | 0.45% | 42 |
|
|
2022
Q3 | $5.7M | Buy |
45,249
+2,307
| +5% | +$265K | 0.43% | 44 |
|
|
2022
Q2 | $4.84M | Sell |
42,942
-3,626
| -8% | -$449K | 0.39% | 49 |
|
|
2022
Q1 | $5.88M | Buy |
+46,568
| New | +$6.87M | 0.46% | 42 |
|
|
2021
Q4 | – | Sell |
-34,392
| Closed | -$5.63M | – | 1073 |
|
|
2021
Q3 | $5.63M | Buy |
34,392
+1,465
| +4% | +$230K | 0.56% | 35 |
|
|
2021
Q2 | $5.12M | Buy |
32,927
+1,056
| +3% | +$166K | 0.52% | 38 |
|
|
2021
Q1 | $4.85M | Sell |
31,871
-1,298
| -4% | -$187K | 0.57% | 37 |
|
|
2020
Q4 | $4.21M | Buy |
33,169
+2,816
| +9% | +$315K | 0.53% | 43 |
|
|
2020
Q3 | $2.92M | Buy |
30,353
+879
| +3% | +$86.3K | 0.43% | 51 |
|
|
2020
Q2 | $2.77M | Buy |
29,474
+2,320
| +9% | +$220K | 0.44% | 45 |
|
|
2020
Q1 | $2.44M | Sell |
27,154
-971
| -3% | -$118K | 0.46% | 47 |
|
|
2019
Q4 | $3.92M | Sell |
28,125
-2,778
| -9% | -$356K | 0.6% | 32 |
|
|
2019
Q3 | $3.64M | Buy |
30,903
+11,942
| +63% | +$1.35M | 0.6% | 33 |
|
|
2019
Q2 | $2.12M | Buy |
18,961
+2,659
| +16% | +$293K | 0.41% | 47 |
|
|
2019
Q1 | $1.65M | Buy |
16,302
+347
| +2% | +$35.7K | 0.4% | 50 |
|
|
2018
Q4 | $1.56M | Sell |
15,955
-2,497
| -14% | -$266K | 0.4% | 54 |
|
|
2018
Q3 | $2.08M | Buy |
18,452
+2,937
| +19% | +$333K | 0.47% | 45 |
|
|
2018
Q2 | $1.62M | Buy |
15,515
+3,008
| +24% | +$330K | 0.41% | 52 |
|
|
2018
Q1 | $1.38M | Buy |
12,507
+1,183
| +10% | +$134K | 0.38% | 49 |
|
|
2017
Q4 | $1.21M | Buy |
11,324
+3,514
| +45% | +$356K | 0.33% | 51 |
|
|
2017
Q3 | $746K | Buy |
7,810
+1,041
| +15% | +$96K | 0.31% | 63 |
|
|
2017
Q2 | $619K | Buy |
6,769
+1,336
| +25% | +$115K | 0.29% | 76 |
|
|
2017
Q1 | $477K | Buy |
5,433
+2,981
| +122% | +$263K | 0.27% | 90 |
|
|
2016
Q4 | $212K | Buy |
+2,452
| New | +$187K | 0.14% | 140 |
|
Other funds holding JPM
Global Retirement Partners's JPM Position: Q2 2026 in Review
Global Retirement Partners opened a new position in JPMorgan Chase (JPM) in Q2 2026: 127,872 shares worth $41.9M. The stake represents 0.64% of the portfolio and ranks #24 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JPM as recently as Q4 2025.
Global Retirement Partners first reported a position in JPM in Q4 2016 and has held it in 36 quarters since. 5,123 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Global Retirement Partners held 127,872 shares of JPMorgan Chase worth $41.9M as of Q2 2026.
- JPMorgan Chase was a new Global Retirement Partners position in Q2 2026.
- JPMorgan Chase made up 0.64% of Global Retirement Partners's portfolio in Q2 2026, its #24 holding.
- Global Retirement Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 36 quarters since.
- 5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.