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Great Lakes Retirement’s JPMorgan Chase JPM Stock Holding History

Great Lakes Retirement’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 		$10.5M Buy
32,198
+1,313
+4% +$408K 0.94% 30
2026
Q1 		$9.09M Buy
30,885
+462
+2% +$140K 0.94% 29
2025
Q4 		$9.8M Buy
30,423
+549
+2% +$170K 1.02% 25
2025
Q3 		$9.42M Buy
29,874
+1,263
+4% +$376K 1.03% 23
2025
Q2 		$8.29M Buy
28,611
+352
+1% +$89.8K 0.98% 28
2025
Q1 		$6.93M Buy
28,259
+383
+1% +$97.6K 0.91% 32
2024
Q4 		$6.68M Sell
27,876
-102
-0.4% -$23.8K 0.86% 30
2024
Q3 		$5.9M Buy
27,978
+192
+0.7% +$40.4K 0.76% 34
2024
Q2 		$5.62M Buy
27,786
+5,417
+24% +$1.06M 0.77% 34
2024
Q1 		$4.48M Sell
22,369
-302
-1% -$54.5K 0.66% 34
2023
Q4 		$3.86M Buy
22,671
+104
+0.5% +$15.8K 0.64% 34
2023
Q3 		$3.27M Buy
22,567
+399
+2% +$59.8K 0.59% 35
2023
Q2 		$3.22M Hold
22,168
– – 0.57% 37
2023
Q1 		$2.89M Buy
22,168
+12,774
+136% +$1.75M 0.54% 37
2022
Q4 		$1.26M Buy
+9,394
New +$1.19M 0.32% 48
2020
Q1 		$2.17M Buy
23,857
+1,642
+7% +$199K 0.99% 19
2019
Q4 		$3.11M Buy
+22,215
New +$2.85M 0.96% 17

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 Lakes Retirement's JPM Position: Q2 2026 in Review

Great Lakes Retirement increased its JPMorgan Chase (JPM) stake by 4.3% in Q2 2026, buying an estimated $408K and bringing the position to 32,198 shares worth $10.5M. The position accounts for 0.94% of the portfolio, ranked #30.

Great Lakes Retirement first reported a position in JPM in Q4 2019 and has held it in 17 quarters since. 2,553 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Great Lakes Retirement held 32,198 shares of JPMorgan Chase worth $10.5M as of Q2 2026.
  • Great Lakes Retirement bought 1,313 JPMorgan Chase shares in Q2 2026, an estimated $408K.
  • JPMorgan Chase made up 0.94% of Great Lakes Retirement's portfolio in Q2 2026, its #30 holding.
  • Great Lakes Retirement first reported a position in JPMorgan Chase in Q4 2019 and has held it in 17 quarters since.
  • 2,553 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.