GLOBALT Investments’s JPMorgan Chase JPM Stock Holding History

GLOBALT Investments’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	$16.4M	Sell	50,222 -15,433	-24%	-$4.79M	0.55%	27
2026 Q1	$19.3M	Sell	65,655 -2,349	-3%	-$713K	0.69%	24
2025 Q4	$21.9M	Sell	68,004 -2,202	-3%	-$682K	0.8%	26
2025 Q3	$22.1M	Sell	70,206 -907	-1%	-$270K	0.81%	24
2025 Q2	$20.6M	Sell	71,113 -3,417	-5%	-$872K	0.79%	24
2025 Q1	$18.3M	Sell	74,530 -212	-0.3%	-$54K	0.75%	21
2024 Q4	$17.9M	Sell	74,742 -1,129	-1%	-$263K	0.69%	22
2024 Q3	$16M	Sell	75,871 -312	-0.4%	-$65.7K	0.6%	22
2024 Q2	$15.4M	Sell	76,183 -1,015	-1%	-$198K	0.62%	24
2024 Q1	$15.5M	Sell	77,198 -799	-1%	-$144K	0.62%	23
2023 Q4	$13.3M	Buy	+77,997	New	+$11.8M	0.55%	23

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GLOBALT Investments's JPM Position: Q2 2026 in Review

GLOBALT Investments reduced its JPMorgan Chase (JPM) stake by 24% in Q2 2026, selling an estimated $4.79M and leaving 50,222 shares worth $16.4M. The position accounts for 0.55% of the portfolio, ranked #27.

GLOBALT Investments first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.1M in Q3 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

GLOBALT Investments held 50,222 shares of JPMorgan Chase worth $16.4M as of Q2 2026.
GLOBALT Investments sold 15,433 JPMorgan Chase shares in Q2 2026, an estimated $4.79M.
JPMorgan Chase made up 0.55% of GLOBALT Investments's portfolio in Q2 2026, its #27 holding.
GLOBALT Investments first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's JPMorgan Chase position peaked at $22.1M in Q3 2025.
5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.