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Great Diamond Partners’s JPMorgan Chase JPM Stock Holding History

Great Diamond Partners’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 		$3.8M Buy
11,594
+40
+0.3% +$12.4K 0.65% 39
2026
Q1 		$3.4M Buy
11,554
+2,634
+30% +$799K 0.65% 41
2025
Q4 		$2.87M Buy
8,920
+52
+0.6% +$16.1K 0.55% 46
2025
Q3 		$2.8M Sell
8,868
-36
-0.4% -$10.7K 0.54% 47
2025
Q2 		$2.58M Buy
8,904
+5,512
+163% +$1.41M 0.55% 48
2025
Q1 		$832K Buy
3,392
+37
+1% +$9.43K 0.23% 92
2024
Q4 		$804K Buy
3,355
+142
+4% +$33.1K 0.21% 93
2024
Q3 		$677K Sell
3,213
-1,831
-36% -$386K 0.17% 103
2024
Q2 		$1.02M Sell
5,044
-338
-6% -$66.1K 0.24% 89
2024
Q1 		$1.08M Sell
5,382
-62
-1% -$11.2K 0.25% 92
2023
Q4 		$926K Buy
5,444
+53
+1% +$8.03K 0.23% 96
2023
Q3 		$782K Buy
5,391
+469
+10% +$70.3K 0.21% 100
2023
Q2 		$716K Buy
4,922
+59
+1% +$8.12K 0.19% 105
2023
Q1 		$634K Buy
4,863
+425
+10% +$58.2K 0.18% 108
2022
Q4 		$595K Sell
4,438
-456
-9% -$57.8K 0.18% 107
2022
Q3 		$511K Sell
4,894
-835
-15% -$95.8K 0.17% 119
2022
Q2 		$645K Sell
5,729
-14,034
-71% -$1.74M 0.21% 96
2022
Q1 		$2.69M Sell
19,763
-1,846
-9% -$272K 0.75% 39
2021
Q4 		$3.42M Buy
21,609
+526
+2% +$86.4K 0.88% 34
2021
Q3 		$3.45M Buy
21,083
+1,363
+7% +$214K 0.95% 30
2021
Q2 		$3.07M Buy
19,720
+362
+2% +$56.9K 0.87% 33
2021
Q1 		$2.95M Sell
19,358
-959
-5% -$138K 0.91% 30
2020
Q4 		$2.58M Sell
20,317
-144
-0.7% -$16.1K 0.82% 34
2020
Q3 		$1.97M Buy
20,461
+755
+4% +$74.1K 0.72% 39
2020
Q2 		$1.85M Sell
19,706
-8,295
-30% -$787K 0.77% 38
2020
Q1 		$2.52M Buy
28,001
+1,436
+5% +$174K 1.3% 20
2019
Q4 		$3.7M Buy
+26,565
New +$3.41M 1.41% 13

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Great Diamond Partners's JPM Position: Q2 2026 in Review

Great Diamond Partners increased its JPMorgan Chase (JPM) stake by 0.35% in Q2 2026, buying an estimated $12.4K and bringing the position to 11,594 shares worth $3.8M. The position accounts for 0.65% of the portfolio, ranked #39.

Great Diamond Partners first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Great Diamond Partners held 11,594 shares of JPMorgan Chase worth $3.8M as of Q2 2026.
  • Great Diamond Partners bought 40 JPMorgan Chase shares in Q2 2026, an estimated $12.4K.
  • JPMorgan Chase made up 0.65% of Great Diamond Partners's portfolio in Q2 2026, its #39 holding.
  • Great Diamond Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.