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Goldstone Financial Group’s JPMorgan Chase JPM Stock Holding History

Goldstone Financial Group’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 		$6.55M Buy
19,997
+331
+2% +$103K 0.6% 45
2026
Q1 		$5.78M Sell
19,666
-685
-3% -$208K 0.63% 43
2025
Q4 		$6.56M Buy
20,351
+605
+3% +$187K 0.73% 40
2025
Q3 		$6.23M Buy
19,746
+124
+0.6% +$36.9K 0.74% 39
2025
Q2 		$5.81M Buy
19,622
+735
+4% +$188K 0.77% 38
2025
Q1 		$4.63M Buy
18,887
+680
+4% +$173K 0.7% 37
2024
Q4 		$4.36M Sell
18,207
-435
-2% -$101K 0.68% 39
2024
Q3 		$3.93M Buy
18,642
+483
+3% +$102K 0.68% 37
2024
Q2 		$3.67M Sell
18,159
-40
-0.2% -$7.82K 0.74% 35
2024
Q1 		$3.65M Sell
18,199
-97
-0.5% -$17.5K 0.84% 32
2023
Q4 		$3.11M Buy
18,296
+127
+0.7% +$19.2K 0.8% 32
2023
Q3 		$2.63M Sell
18,169
-372
-2% -$55.8K 0.78% 31
2023
Q2 		$2.7M Buy
18,541
+2,015
+12% +$277K 0.79% 29
2023
Q1 		$2.15M Buy
+16,526
New +$2.26M 0.71% 28

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

Goldstone Financial Group's JPM Position: Q2 2026 in Review

Goldstone Financial Group increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $103K and bringing the position to 19,997 shares worth $6.55M. The position accounts for 0.6% of the portfolio, ranked #45.

Goldstone Financial Group first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.56M in Q4 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Goldstone Financial Group held 19,997 shares of JPMorgan Chase worth $6.55M as of Q2 2026.
  • Goldstone Financial Group bought 331 JPMorgan Chase shares in Q2 2026, an estimated $103K.
  • JPMorgan Chase made up 0.6% of Goldstone Financial Group's portfolio in Q2 2026, its #45 holding.
  • Goldstone Financial Group first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's JPMorgan Chase position peaked at $6.56M in Q4 2025.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.