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Greenspring Advisors’s JPMorgan Chase JPM Stock Holding History

Greenspring Advisors’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 		$4.01M Buy
12,236
+792
+7% +$246K 0.22% 64
2026
Q1 		$3.37M Buy
11,444
+599
+6% +$182K 0.21% 64
2025
Q4 		$3.49M Buy
10,845
+9,386
+643% +$2.91M 0.21% 60
2025
Q3 		$460K Buy
+1,459
New +$434K 0.08% 63
2025
Q1 		$329K Sell
1,342
-117
-8% -$29.8K 0.08% 69
2024
Q4 		$350K Hold
1,459
– – 0.08% 64
2024
Q3 		$308K Buy
1,459
+394
+37% +$83K 0.07% 67
2024
Q2 		$215K Hold
1,065
– – 0.05% 74
2024
Q1 		$213K Buy
+1,065
New +$192K 0.05% 75
2023
Q2 		– Sell
-3,026
Closed -$394K – 103
2023
Q1 		$394K Buy
+3,026
New +$415K 0.09% 85

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

Greenspring Advisors's JPM Position: Q2 2026 in Review

Greenspring Advisors increased its JPMorgan Chase (JPM) stake by 6.9% in Q2 2026, buying an estimated $246K and bringing the position to 12,236 shares worth $4.01M. The position accounts for 0.22% of the portfolio, ranked #64.

Greenspring Advisors first reported a position in JPM in Q1 2023 and has held it in 10 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Greenspring Advisors held 12,236 shares of JPMorgan Chase worth $4.01M as of Q2 2026.
  • Greenspring Advisors bought 792 JPMorgan Chase shares in Q2 2026, an estimated $246K.
  • JPMorgan Chase made up 0.22% of Greenspring Advisors's portfolio in Q2 2026, its #64 holding.
  • Greenspring Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 10 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.