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Golden State Equity Partners’s JPMorgan Chase JPM Stock Holding History

Golden State Equity Partners’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 		$238K Sell
727
-46,893
-98% -$14.6M 0.64% 25
2026
Q1 		$14M Buy
47,620
+15,719
+49% +$4.77M 1.06% 10
2025
Q4 		$10.3M Buy
31,901
+697
+2% +$216K 1.66% 7
2025
Q3 		$9.84M Sell
31,204
-1,094
-3% -$325K 1.66% 7
2025
Q2 		$9.36M Buy
32,298
+214
+0.7% +$54.6K 1.73% 6
2025
Q1 		$7.87M Sell
32,084
-561
-2% -$143K 1.56% 7
2024
Q4 		$7.83M Buy
32,645
+30,469
+1,400% +$7.1M 1.5% 9
2024
Q3 		$459K Sell
2,176
-29,940
-93% -$6.31M 0.24% 97
2024
Q2 		$6.5M Buy
+32,116
New +$6.28M 1.35% 9
2023
Q4 		$5.63M Buy
33,090
+492
+2% +$74.6K 1.37% 10
2023
Q3 		$4.73M Buy
32,598
+1,814
+6% +$272K 1.32% 13
2023
Q2 		$4.48M Buy
30,784
+5,564
+22% +$765K 1.26% 10
2023
Q1 		$3.29M Buy
+25,220
New +$3.46M 1.78% 10
2022
Q1 		$3.4M Buy
24,924
+5,613
+29% +$829K 1.71% 12
2021
Q4 		$3.06M Buy
19,311
+81
+0.4% +$13.3K 1.54% 18
2021
Q3 		$3.15M Buy
19,230
+1,104
+6% +$173K 1.28% 21
2021
Q2 		$2.82M Buy
18,126
+1,136
+7% +$178K 1.09% 21
2021
Q1 		$2.59M Sell
16,990
-236
-1% -$34K 1.48% 17
2020
Q4 		$2.19M Buy
+17,226
New +$1.93M 1.51% 7

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Golden State Equity Partners's JPM Position: Q2 2026 in Review

Golden State Equity Partners reduced its JPMorgan Chase (JPM) stake by 98% in Q2 2026, selling an estimated $14.6M and leaving 727 shares worth $238K. The position accounts for 0.64% of the portfolio, ranked #25.

Golden State Equity Partners first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. The position peaked at $14M in Q1 2026. 2,877 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Golden State Equity Partners held 727 shares of JPMorgan Chase worth $238K as of Q2 2026.
  • Golden State Equity Partners sold 46,893 JPMorgan Chase shares in Q2 2026, an estimated $14.6M.
  • JPMorgan Chase made up 0.64% of Golden State Equity Partners's portfolio in Q2 2026, its #25 holding.
  • Golden State Equity Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's JPMorgan Chase position peaked at $14M in Q1 2026.
  • 2,877 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.