Grant Street Asset Management’s JPMorgan Chase JPM Stock Holding History

Grant Street 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	$1.77M	Sell	5,396 -138	-2%	-$42.9K	0.29%	25
2026 Q1	$1.63M	Sell	5,534 -250	-4%	-$75.9K	0.31%	24
2025 Q4	$1.86M	Buy	5,784 +374	+7%	+$116K	0.38%	22
2025 Q3	$1.71M	Buy	5,410 +55	+1%	+$16.4K	0.36%	24
2025 Q2	$1.55M	Hold	5,355	–	–	0.35%	24
2025 Q1	$1.31M	Hold	5,355	–	–	0.32%	24
2024 Q4	$1.28M	Sell	5,355 -3	-0.1%	-$699	0.34%	24
2024 Q3	$1.13M	Buy	5,358 +14	+0.3%	+$2.95K	0.33%	26
2024 Q2	$1.08M	Hold	5,344	–	–	0.34%	27
2024 Q1	$1.07M	Sell	5,344 -102	-2%	-$18.4K	0.35%	26
2023 Q4	$926K	Sell	5,446 -68	-1%	-$10.3K	0.33%	28
2023 Q3	$800K	Sell	5,514 -176	-3%	-$26.4K	0.32%	28
2023 Q2	$828K	Buy	5,690 +244	+4%	+$33.6K	0.31%	29
2023 Q1	$710K	Hold	5,446	–	–	0.29%	26
2022 Q4	$730K	Hold	5,446	–	–	0.32%	24
2022 Q3	$569K	Hold	5,446	–	–	0.25%	30
2022 Q2	$613	Buy	5,446 +1,011	+23%	+$125K	0.32%	27
2022 Q1	$605K	Sell	4,435 -270	-6%	-$39.9K	0.34%	23
2021 Q4	$745K	Buy	4,705 +270	+6%	+$44.3K	0.39%	21
2021 Q3	$726K	Hold	4,435	–	–	0.43%	18
2021 Q2	$690K	Sell	4,435 -12	-0.3%	-$1.89K	0.41%	19
2021 Q1	$677K	Buy	4,447 +117	+3%	+$16.8K	0.37%	17
2020 Q4	$550K	Hold	4,330	–	–	0.29%	17
2020 Q3	$417K	Hold	4,330	–	–	0.25%	18
2020 Q2	$407K	Buy	+4,330	New	+$411K	0.24%	17

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Grant Street Asset Management's JPM Position: Q2 2026 in Review

Grant Street Asset Management reduced its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, selling an estimated $42.9K and leaving 5,396 shares worth $1.77M. The position accounts for 0.29% of the portfolio, ranked #25.

Grant Street Asset Management first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.86M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Grant Street Asset Management held 5,396 shares of JPMorgan Chase worth $1.77M as of Q2 2026.
Grant Street Asset Management sold 138 JPMorgan Chase shares in Q2 2026, an estimated $42.9K.
JPMorgan Chase made up 0.29% of Grant Street Asset Management's portfolio in Q2 2026, its #25 holding.
Grant Street Asset Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
Grant Street Asset Management's JPMorgan Chase position peaked at $1.86M in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Grant Street Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.