GIM
JPM icon

Gold Investment Management’s JPMorgan Chase JPM Stock Holding History

Gold Investment Management’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 		$6.52M Sell
19,913
-86
-0.4% -$26.7K 1.77% 14
2026
Q1 		$5.88M Buy
19,999
+248
+1% +$75.3K 1.82% 14
2025
Q4 		$6.36M Buy
19,751
+170
+0.9% +$52.6K 2.03% 12
2025
Q3 		$6.18M Buy
19,581
+199
+1% +$59.2K 2.08% 12
2025
Q2 		$5.63M Buy
19,382
+259
+1% +$66.1K 2.12% 12
2025
Q1 		$4.69M Buy
19,123
+242
+1% +$61.7K 1.98% 13
2024
Q4 		$4.53M Sell
18,881
-305
-2% -$71K 1.91% 14
2024
Q3 		$4.04M Sell
19,186
-41
-0.2% -$8.64K 1.69% 16
2024
Q2 		$3.89M Sell
19,227
-70
-0.4% -$13.7K 1.64% 17
2024
Q1 		$3.87M Sell
19,297
-46
-0.2% -$8.3K 1.56% 18
2023
Q4 		$3.29M Buy
+19,343
New +$2.93M 1.41% 22

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

Gold Investment Management's JPM Position: Q2 2026 in Review

Gold Investment Management reduced its JPMorgan Chase (JPM) stake by 0.43% in Q2 2026, selling an estimated $26.7K and leaving 19,913 shares worth $6.52M. The position accounts for 1.77% of the portfolio, ranked #14.

Gold Investment Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gold Investment Management held 19,913 shares of JPMorgan Chase worth $6.52M as of Q2 2026.
  • Gold Investment Management sold 86 JPMorgan Chase shares in Q2 2026, an estimated $26.7K.
  • JPMorgan Chase made up 1.77% of Gold Investment Management's portfolio in Q2 2026, its #14 holding.
  • Gold Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.