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Greatmark Investment Partners’s JPMorgan Chase JPM Stock Holding History

Greatmark Investment 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 		$2.81M Hold
8,577
– – 0.31% 61
2026
Q1 		$2.52M Buy
8,577
+2,890
+51% +$877K 0.3% 55
2025
Q4 		$1.83M Sell
5,687
-230
-4% -$71.2K 0.22% 66
2025
Q3 		$1.87M Sell
5,917
-25
-0.4% -$7.43K 0.22% 67
2025
Q2 		$1.72M Hold
5,942
– – 0.22% 67
2025
Q1 		$1.46M Sell
5,942
-225
-4% -$57.4K 0.2% 64
2024
Q4 		$1.48M Sell
6,167
-110
-2% -$25.6K 0.2% 62
2024
Q3 		$1.32M Hold
6,277
– – 0.18% 64
2024
Q2 		$1.27M Sell
6,277
-85
-1% -$16.6K 0.19% 63
2024
Q1 		$1.27M Buy
6,362
+17
+0.3% +$3.07K 0.18% 65
2023
Q4 		$1.08M Buy
6,345
+98
+2% +$14.9K 0.17% 66
2023
Q3 		$906K Hold
6,247
– – 0.16% 70
2023
Q2 		$909K Sell
6,247
-100
-2% -$13.8K 0.15% 73
2023
Q1 		$827K Hold
6,347
– – 0.15% 75
2022
Q4 		$851K Buy
6,347
+470
+8% +$59.6K 0.16% 72
2022
Q3 		$614K Buy
5,877
+115
+2% +$13.2K 0.12% 80
2022
Q2 		$649K Buy
5,762
+252
+5% +$31.2K 0.12% 80
2022
Q1 		$751K Buy
5,510
+210
+4% +$31K 0.12% 78
2021
Q4 		$839K Buy
5,300
+25
+0.5% +$4.11K 0.14% 72
2021
Q3 		$863K Hold
5,275
– – 0.16% 70
2021
Q2 		$820K Sell
5,275
-164
-3% -$25.8K 0.15% 75
2021
Q1 		$828K Sell
5,439
-1,200
-18% -$173K 0.16% 71
2020
Q4 		$844K Buy
6,639
+489
+8% +$54.7K 0.18% 65
2020
Q3 		$592K Sell
6,150
-70
-1% -$6.87K 0.15% 74
2020
Q2 		$585K Buy
6,220
+1,075
+21% +$102K 0.15% 72
2020
Q1 		$463K Buy
5,145
+500
+11% +$60.7K 0.15% 73
2019
Q4 		$648K Buy
4,645
+230
+5% +$29.5K 0.16% 69
2019
Q3 		$520K Buy
4,415
+2,405
+120% +$272K 0.14% 72
2019
Q2 		$225K Hold
2,010
– – 0.07% 108
2019
Q1 		$203K Buy
+2,010
New +$207K 0.06% 116

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

Greatmark Investment Partners's JPM Position: Q2 2026 in Review

Greatmark Investment Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 8,577 shares worth $2.81M. The position accounts for 0.31% of the portfolio, ranked #61.

Greatmark Investment Partners first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Greatmark Investment Partners held 8,577 shares of JPMorgan Chase worth $2.81M as of Q2 2026.
  • Greatmark Investment Partners left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.31% of Greatmark Investment Partners's portfolio in Q2 2026, its #61 holding.
  • Greatmark Investment Partners first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.