Granite Group Advisors’s JPMorgan Chase JPM Stock Holding History

Granite Group Advisors’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	$3.39M	Sell	10,352 -23	-0.2%	-$7.14K	2.01%	8
2026 Q1	$3.09M	Buy	10,375 +372	+4%	+$113K	1.87%	9
2025 Q4	$3.22M	Sell	10,003 -310	-3%	-$96K	1.83%	6
2025 Q3	$3.25M	Buy	10,313 +34	+0.3%	+$10.1K	1.97%	4
2025 Q2	$2.98M	Sell	10,279 -23	-0.2%	-$5.87K	1.79%	5
2025 Q1	$2.53M	Sell	10,302 -1,258	-11%	-$321K	1.75%	9
2024 Q4	$2.77M	Sell	11,560 -1,001	-8%	-$233K	1.77%	6
2024 Q3	$2.65M	Sell	12,561 -1,977	-14%	-$416K	1.7%	11
2024 Q2	$2.94M	Sell	14,538 -120	-0.8%	-$23.5K	2.23%	4
2024 Q1	$2.94M	Sell	14,658 -485	-3%	-$87.5K	1.98%	4
2023 Q4	$2.85M	Buy	+15,143	New	+$2.29M	2.02%	4

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Granite Group Advisors's JPM Position: Q2 2026 in Review

Granite Group Advisors reduced its JPMorgan Chase (JPM) stake by 0.22% in Q2 2026, selling an estimated $7.14K and leaving 10,352 shares worth $3.39M. The position accounts for 2.01% of the portfolio, ranked #8.

Granite Group Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Granite Group Advisors held 10,352 shares of JPMorgan Chase worth $3.39M as of Q2 2026.
Granite Group Advisors sold 23 JPMorgan Chase shares in Q2 2026, an estimated $7.14K.
JPMorgan Chase made up 2.01% of Granite Group Advisors's portfolio in Q2 2026, its #8 holding.
Granite Group Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Granite Group Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.