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Greenwood Gearhart’s JPMorgan Chase JPM Stock Holding History

Greenwood Gearhart’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 		$24M Buy
73,271
+2,601
+4% +$808K 1.12% 28
2026
Q1 		$20.8M Buy
70,670
+3,228
+5% +$980K 1.12% 27
2025
Q4 		$21.7M Sell
67,442
-1,167
-2% -$361K 1.2% 28
2025
Q3 		$21.6M Buy
68,609
+486
+0.7% +$145K 1.25% 27
2025
Q2 		$19.7M Buy
68,123
+1,451
+2% +$370K 1.23% 28
2025
Q1 		$16.4M Sell
66,672
-1,426
-2% -$364K 1.13% 27
2024
Q4 		$16.3M Buy
68,098
+3,251
+5% +$757K 1.13% 27
2024
Q3 		$13.7M Sell
64,847
-16,116
-20% -$3.39M 1.14% 29
2024
Q2 		$16.4M Sell
80,963
-554
-0.7% -$108K 1.54% 23
2024
Q1 		$16.3M Sell
81,517
-11,892
-13% -$2.15M 1.59% 23
2023
Q4 		$15.9M Sell
93,409
-1,142
-1% -$173K 1.69% 18
2023
Q3 		$13.7M Buy
94,551
+1,315
+1% +$197K 1.62% 21
2023
Q2 		$13.6M Buy
93,236
+3,591
+4% +$494K 1.58% 20
2023
Q1 		$11.7M Buy
89,645
+3,301
+4% +$452K 1.49% 28
2022
Q4 		$11.6M Buy
86,344
+3,593
+4% +$455K 1.64% 24
2022
Q3 		$8.65M Buy
82,751
+5,210
+7% +$598K 1.37% 31
2022
Q2 		$8.73M Buy
77,541
+4,701
+6% +$582K 1.39% 32
2022
Q1 		$9.93M Buy
72,840
+4,058
+6% +$599K 1.36% 34
2021
Q4 		$10.9M Buy
68,782
+5,137
+8% +$844K 1.5% 28
2021
Q3 		$10.4M Buy
63,645
+3,125
+5% +$490K 1.61% 26
2021
Q2 		$9.41M Buy
60,520
+2,652
+5% +$417K 1.52% 30
2021
Q1 		$8.81M Buy
57,868
+292
+0.5% +$42K 1.57% 29
2020
Q4 		$7.32M Buy
57,576
+4,751
+9% +$531K 1.42% 31
2020
Q3 		$5.08M Buy
52,825
+769
+1% +$75.5K 1.18% 38
2020
Q2 		$4.9M Buy
+52,056
New +$4.94M 1.29% 35
2020
Q1 		– Sell
-1,830
Closed -$255K – 70
2019
Q4 		$255K Sell
1,830
-40
-2% -$5.13K 0.07% 62
2019
Q3 		$220K Sell
1,870
-1,600
-46% -$181K 0.06% 65
2019
Q2 		$388K Buy
+3,470
New +$383K 0.1% 62
2013
Q3 		– Sell
-70,109
Closed -$3.7M – 53
2013
Q2 		$3.7M Buy
+70,109
New +$3.56M 2.27% 15

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

Greenwood Gearhart's JPM Position: Q2 2026 in Review

Greenwood Gearhart increased its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, buying an estimated $808K and bringing the position to 73,271 shares worth $24M. The position accounts for 1.12% of the portfolio, ranked #28.

Greenwood Gearhart first reported a position in JPM in Q2 2013 and has held it in 29 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Greenwood Gearhart held 73,271 shares of JPMorgan Chase worth $24M as of Q2 2026.
  • Greenwood Gearhart bought 2,601 JPMorgan Chase shares in Q2 2026, an estimated $808K.
  • JPMorgan Chase made up 1.12% of Greenwood Gearhart's portfolio in Q2 2026, its #28 holding.
  • Greenwood Gearhart first reported a position in JPMorgan Chase in Q2 2013 and has held it in 29 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.