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Grandview Asset Management’s JPMorgan Chase JPM Stock Holding History

Grandview Asset 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 		$5.74M Buy
17,540
+242
+1% +$75.2K 1.43% 16
2026
Q1 		$5.1M Buy
17,298
+807
+5% +$245K 1.49% 15
2025
Q4 		$5.31M Buy
16,491
+1,164
+8% +$360K 1.46% 16
2025
Q3 		$4.83M Buy
15,327
+520
+4% +$155K 1.36% 16
2025
Q2 		$4.29M Sell
14,807
-73
-0.5% -$18.6K 1.37% 16
2025
Q1 		$3.65M Buy
14,880
+1,007
+7% +$257K 1.39% 18
2024
Q4 		$3.33M Sell
13,873
-357
-3% -$83.2K 1.22% 18
2024
Q3 		$3M Sell
14,230
-673
-5% -$142K 1.72% 14
2024
Q2 		$3.01M Sell
14,903
-80
-0.5% -$15.6K 1.76% 15
2024
Q1 		$3M Buy
14,983
+202
+1% +$36.5K 1.36% 16
2023
Q4 		$2.51M Sell
14,781
-128
-0.9% -$19.4K 1.32% 16
2023
Q3 		$2.16M Sell
14,909
-4,928
-25% -$739K 1.24% 20
2023
Q2 		$2.88M Buy
19,837
+4,982
+34% +$685K 2.81% 9
2023
Q1 		$1.94M Buy
14,855
+24
+0.2% +$3.29K 1.14% 21
2022
Q4 		$1.99M Sell
14,831
-424
-3% -$53.7K 1.24% 18
2022
Q3 		$1.59M Sell
15,255
-582
-4% -$66.8K 1.01% 24
2022
Q2 		$1.78M Sell
15,837
-603
-4% -$74.7K 1% 28
2022
Q1 		$2.24M Buy
16,440
+2,911
+22% +$430K 0.95% 28
2021
Q4 		$2.14M Buy
13,529
+3,300
+32% +$542K 0.86% 30
2021
Q3 		$1.67M Buy
10,229
+2,076
+25% +$325K 1.72% 20
2021
Q2 		$1.27M Buy
8,153
+1,263
+18% +$198K 0.7% 38
2021
Q1 		$1.05M Buy
6,890
+2,258
+49% +$325K 0.56% 51
2020
Q4 		$589K Buy
+4,632
New +$518K 0.39% 64
2020
Q1 		– Sell
-12,832
Closed -$1.81M – 48
2019
Q4 		$1.81M Sell
12,832
-1,527
-11% -$196K 1.72% 17
2019
Q3 		$1.66M Sell
14,359
-1,883
-12% -$213K 1.5% 19
2019
Q2 		$1.82M Sell
16,242
-2,962
-15% -$327K 1.68% 15
2019
Q1 		$1.94M Sell
19,204
-1,591
-8% -$164K 1.79% 17
2018
Q4 		$2.03M Buy
+20,795
New +$2.22M 2.15% 12

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

Grandview Asset Management's JPM Position: Q2 2026 in Review

Grandview Asset Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $75.2K and bringing the position to 17,540 shares worth $5.74M. The position accounts for 1.43% of the portfolio, ranked #16.

Grandview Asset Management first reported a position in JPM in Q4 2018 and has held it in 28 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Grandview Asset Management held 17,540 shares of JPMorgan Chase worth $5.74M as of Q2 2026.
  • Grandview Asset Management bought 242 JPMorgan Chase shares in Q2 2026, an estimated $75.2K.
  • JPMorgan Chase made up 1.43% of Grandview Asset Management's portfolio in Q2 2026, its #16 holding.
  • Grandview Asset Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 28 quarters since.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.