Gradient Investments’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 | $67.4M | Buy |
205,948
+12,346
| +6% | +$3.83M | 0.93% | 22 |
|
|
2026
Q1 | $56.9M | Buy |
193,602
+156
| +0.1% | +$47.3K | 0.88% | 25 |
|
|
2025
Q4 | $62.3M | Buy |
193,446
+5,055
| +3% | +$1.57M | 0.99% | 26 |
|
|
2025
Q3 | $59.4M | Buy |
188,391
+960
| +0.5% | +$286K | 0.99% | 24 |
|
|
2025
Q2 | $54.3M | Buy |
187,431
+9
| +0% | +$2.3K | 0.99% | 25 |
|
|
2025
Q1 | $46M | Buy |
187,422
+14,129
| +8% | +$3.6M | 0.93% | 32 |
|
|
2024
Q4 | $41.5M | Sell |
173,293
-699
| -0.4% | -$163K | 0.84% | 32 |
|
|
2024
Q3 | $36.7M | Sell |
173,992
-22,483
| -11% | -$4.74M | 0.76% | 39 |
|
|
2024
Q2 | $39.7M | Sell |
196,475
-7,523
| -4% | -$1.47M | 0.89% | 31 |
|
|
2024
Q1 | $40.9M | Sell |
203,998
-9,976
| -5% | -$1.8M | 0.95% | 23 |
|
|
2023
Q4 | $36.4M | Sell |
213,974
-32,320
| -13% | -$4.9M | 0.88% | 24 |
|
|
2023
Q3 | $35.7M | Buy |
246,294
+5,608
| +2% | +$841K | 0.94% | 28 |
|
|
2023
Q2 | $35M | Buy |
240,686
+3,450
| +1% | +$475K | 0.9% | 26 |
|
|
2023
Q1 | $30.9M | Buy |
237,236
+8,752
| +4% | +$1.2M | 0.84% | 29 |
|
|
2022
Q4 | $30.6M | Sell |
228,484
-38,241
| -14% | -$4.85M | 0.97% | 24 |
|
|
2022
Q3 | $27.9M | Sell |
266,725
-1,217
| -0.5% | -$140K | 0.85% | 24 |
|
|
2022
Q2 | $30.2M | Buy |
267,942
+41,095
| +18% | +$5.09M | 0.88% | 23 |
|
|
2022
Q1 | $30.9M | Sell |
226,847
-1,904
| -0.8% | -$281K | 0.79% | 25 |
|
|
2021
Q4 | $36.2M | Buy |
228,751
+9,720
| +4% | +$1.6M | 0.92% | 22 |
|
|
2021
Q3 | $35.9M | Buy |
219,031
+28,747
| +15% | +$4.51M | 1% | 23 |
|
|
2021
Q2 | $29.6M | Buy |
190,284
+12,480
| +7% | +$1.96M | 0.87% | 23 |
|
|
2021
Q1 | $27.1M | Sell |
177,804
-16,280
| -8% | -$2.34M | 0.88% | 24 |
|
|
2020
Q4 | $18.7M | Sell |
194,084
-1,807
| -0.9% | -$202K | 0.79% | 26 |
|
|
2020
Q3 | $18.9M | Buy |
195,891
+16,430
| +9% | +$1.61M | 0.79% | 26 |
|
|
2020
Q2 | $16.9M | Buy |
179,461
+55,443
| +45% | +$5.26M | 0.77% | 24 |
|
|
2020
Q1 | $11.2M | Buy |
124,018
+18,067
| +17% | +$2.2M | 0.6% | 39 |
|
|
2019
Q4 | $14.8M | Sell |
105,951
-2,742
| -3% | -$352K | 0.66% | 25 |
|
|
2019
Q3 | $12.8M | Buy |
108,693
+5,359
| +5% | +$606K | 0.63% | 27 |
|
|
2019
Q2 | $11.6M | Buy |
103,334
+26,288
| +34% | +$2.9M | 0.59% | 29 |
|
|
2019
Q1 | $7.8M | Sell |
77,046
-7,856
| -9% | -$809K | 0.5% | 52 |
|
|
2018
Q4 | $8.29M | Buy |
84,902
+309
| +0.4% | +$32.9K | 0.5% | 41 |
|
|
2018
Q3 | $9.54M | Buy |
84,593
+4,160
| +5% | +$472K | 0.49% | 44 |
|
|
2018
Q2 | $8.38M | Buy |
80,433
+3,385
| +4% | +$371K | 0.45% | 64 |
|
|
2018
Q1 | $8.47M | Sell |
77,048
-4,399
| -5% | -$498K | 0.46% | 52 |
|
|
2017
Q4 | $8.71M | Buy |
81,447
+2,945
| +4% | +$298K | 0.5% | 31 |
|
|
2017
Q3 | $7.5M | Buy |
78,502
+2,573
| +3% | +$237K | 0.48% | 42 |
|
|
2017
Q2 | $6.94M | Buy |
75,929
+6,365
| +9% | +$549K | 0.49% | 45 |
|
|
2017
Q1 | $6.11M | Sell |
69,564
-7,429
| -10% | -$655K | 0.47% | 60 |
|
|
2016
Q4 | $6.64M | Buy |
76,993
+3,680
| +5% | +$281K | 0.58% | 30 |
|
|
2016
Q3 | $4.88M | Buy |
73,313
+5,329
| +8% | +$347K | 0.48% | 47 |
|
|
2016
Q2 | $4.22M | Buy |
67,984
+6,869
| +11% | +$429K | 0.46% | 60 |
|
|
2016
Q1 | $3.62M | Buy |
61,115
+59,581
| +3,884% | +$3.48M | 0.45% | 69 |
|
|
2015
Q4 | $101K | Buy |
1,534
+371
| +32% | +$24.2K | 0.01% | 206 |
|
|
2015
Q3 | $71K | Sell |
1,163
-165
| -12% | -$10.8K | 0.01% | 213 |
|
|
2015
Q2 | $90K | Buy |
1,328
+479
| +56% | +$31.3K | 0.01% | 203 |
|
|
2015
Q1 | $51K | Buy |
849
+312
| +58% | +$18.5K | 0.01% | 244 |
|
|
2014
Q4 | $34K | Sell |
537
-48,634
| -99% | -$2.93M | 0.01% | 262 |
|
|
2014
Q3 | $2.96M | Buy |
49,171
+4,828
| +11% | +$282K | 0.54% | 38 |
|
|
2014
Q2 | $2.56M | Buy |
44,343
+9,805
| +28% | +$551K | 0.5% | 58 |
|
|
2014
Q1 | $2.1M | Buy |
34,538
+33,826
| +4,751% | +$1.95M | 0.49% | 53 |
|
|
2013
Q4 | $42K | Sell |
712
-355
| -33% | -$19.4K | 0.01% | 235 |
|
|
2013
Q3 | $55K | Sell |
1,067
-22,799
| -96% | -$1.22M | 0.02% | 177 |
|
|
2013
Q2 | $1.26M | Buy |
+23,866
| New | +$1.21M | 0.47% | 44 |
|
Other funds holding JPM
Gradient Investments's JPM Position: Q2 2026 in Review
Gradient Investments increased its JPMorgan Chase (JPM) stake by 6.4% in Q2 2026, buying an estimated $3.83M and bringing the position to 205,948 shares worth $67.4M. The position accounts for 0.93% of the portfolio, ranked #22.
Gradient Investments first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Gradient Investments held 205,948 shares of JPMorgan Chase worth $67.4M as of Q2 2026.
- Gradient Investments bought 12,346 JPMorgan Chase shares in Q2 2026, an estimated $3.83M.
- JPMorgan Chase made up 0.93% of Gradient Investments's portfolio in Q2 2026, its #22 holding.
- Gradient Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.