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Grantvest Financial Group’s JPMorgan Chase JPM Stock Holding History

Grantvest 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 		$373K Sell
1,139
-74
-6% -$23K 0.22% 115
2026
Q1 		$357K Sell
1,213
-28
-2% -$8.5K 0.23% 108
2025
Q4 		$400K Buy
1,241
+1
+0.1% +$310 0.26% 90
2025
Q3 		$391K Buy
1,240
+2
+0.2% +$595 0.27% 84
2025
Q2 		$359K Sell
1,238
-114
-8% -$29.1K 0.27% 86
2025
Q1 		$332K Sell
1,352
-253
-16% -$64.5K 0.27% 89
2024
Q4 		$385K Buy
+1,605
New +$374K 0.43% 73

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

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

Grantvest Financial Group reduced its JPMorgan Chase (JPM) stake by 6.1% in Q2 2026, selling an estimated $23K and leaving 1,139 shares worth $373K. The position accounts for 0.22% of the portfolio, ranked #115.

Grantvest Financial Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Grantvest Financial Group held 1,139 shares of JPMorgan Chase worth $373K as of Q2 2026.
  • Grantvest Financial Group sold 74 JPMorgan Chase shares in Q2 2026, an estimated $23K.
  • JPMorgan Chase made up 0.22% of Grantvest Financial Group's portfolio in Q2 2026, its #115 holding.
  • Grantvest Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's JPMorgan Chase position peaked at $400K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.